MORGAN STANLEY PATHWAY FDS - SMALL MID CAP EQ (MSSM) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2024 to Q4 2025

Type / Class
Equity / SMALL MID CAP EQ
Symbol
MSSM
Price per share
$54.41
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
9,640,735
Total reported value
$487,821,227
% of total 13F portfolios
0%
Share change
-209,522
Value change
-$10,604,307
Number of holders
17
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 17 institutional investors reported holding 9,640,735 shares of MORGAN STANLEY PATHWAY FDS - SMALL MID CAP EQ (MSSM).

Institutional Holders of MORGAN STANLEY PATHWAY FDS - SMALL MID CAP EQ (MSSM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 9,640,735 $487,821,227 -$10,604,307 $50.60 17
2025 Q3 9,850,257 $500,731,628 -$7,388,821 $50.83 17
2025 Q2 9,995,642 $465,996,520 +$46,182,000 $46.62 18
2025 Q1 9,006,504 $388,720,737 +$21,642,091 $43.16 13
2024 Q4 8,502,730 $398,585,186 +$398,585,186 $46.88 12