Morgan Stanley Emrg MRK DomEDD

13F holders, Q1 2025 (March 31)
61holders −3
7new positions
10sold out
1famous investor
$4.73avg. 13F price*

At the end of Q1 2025, 61 institutions reported holding Morgan Stanley Emrg MRK Dom (EDD) in their 13F filings, down 3 from Q4 2024. 7 opened new positions and 10 sold out. The largest holders were Pathstone Holdings, LLC ($24.0M), Evergreen Capital Management LLC ($17.5M) and Morgan Stanley ($9.4M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).

Company
Morgan Stanley Emrg MRK Dom
CUSIP
617477104
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 61Q1 2024Q2 2024: 60Q2 2024Q3 2024: 60Q3 2024Q4 2024: 64Q4 2024Q1 2025: 61Q1 2025Q2 2025: 59Q2 2025Q3 2025: 63Q3 2025Q4 2025: 69Q4 2025Q1 2026: 78Q1 2026Q2 2026: 72Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions7$615K
Exits10$7.4M

All 13F filers, Q4 2024 → Q1 2025: 1,318,026 shares bought and 2,081,381 shares sold, net −763,355 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 61 holders

Pathstone Holdings, LLC 0.10% Add +3.6% 4,966,110 $24.0M
Evergreen Capital Management LLC 0.59% Reduce -0.1% 3,595,128 $17.5M
Morgan Stanley 0.00% Add +35.9% 1,992,416 $9.4M
Bank of America Corp. 0.00% Add +13.9% 1,767,197 $8.3M
Penserra Capital Management LLC 0.14% Reduce -10.4% 1,715,659 $8.1M
Wells Fargo & Company 0.00% Add +3.2% 1,635,925 $7.7M
Alexander Randolph Advisory, Inc. 6.64% Reduce -3.1% 1,442,777 $6.8M
Invesco Ltd. 0.00% Reduce -6.9% 1,028,314 $4.8M
Rareview Capital LLC 2.04% Add +0.2% 684,587 $3.2M
GraniteShares Advisors LLC 1.75% Add +6.5% 584,635 $2.7M
Rockefeller Capital Management L.P. 0.01% No change 467,808 $2.2M
Raymond James Financial Inc. 0.00% Reduce -6.8% 452,536 $2.1M
Fiera Capital Corp 0.01% No change 410,948 $1.9M
Matisse Capital 0.90% No change 361,421 $1.7M
HighTower Advisors, LLC 0.00% Reduce -4.8% 265,978 $1.3M
UBS Group AG 0.00% Add +30.6% 196,437 $923K
Private Advisor Group, LLC 0.01% Add +4.9% 194,100 $912K
Royal Bank of Canada 0.00% Add +1.9% 184,201 $866K
Bramshill Investments, LLC 0.07% Add +0.1% 145,026 $682K
LPL Financial LLC 0.00% Reduce -8.3% 128,942 $606K
Pekin Hardy Strauss, Inc. 0.07% Reduce -1.0% 127,500 $599K
PFG Investments, LLC 0.03% No change 99,500 $468K
Shaker Financial Services, LLC 0.17% Reduce -39.8% 90,649 $448K
Cresset Asset Management, LLC 0.00% Add +3.5% 88,656 $431K
Moors & Cabot, Inc. 0.02% Reduce -3.4% 79,911 $376K
Nations Financial Group Inc, /Ia/ 0.03% No change 73,600 $346K
Kestra Private Wealth Services, LLC 0.01% Add +0.1% 70,744 $332K
Kestra Advisory Services, LLC 0.00% Add +2.5% 60,942 $286K
Avior Wealth Management, LLC 0.01% Add +4.8% 59,806 $281K
Bulldog Investors, LLP 0.07% No change 55,414 $260K
NewEdge Advisors, LLC 0.00% Add +7.3% 50,392 $237K
Ancora Advisors LLC 0.01% No change 48,871 $230K
E&G Advisors, LLC 0.05% No change 35,500 $167K
Uhlmann Price Securities, LLC 0.11% Add +3.5% 31,438 $148K
Wolverine Asset Management LLC 0.01% New 30,777 $145K
Almitas Capital LLC 0.05% Reduce -18.9% 29,256 $138K
Comerica Bank 0.00% Add +0.6% 29,151 $137K
LexAurum Advisors, LLC 0.03% New 28,664 $135K
GM Advisory Group, LLC 0.01% New 28,060 $132K
Susquehanna International Group, LLP 0.00% Reduce -1.8% 24,329 $114K
Papamarkou Wellner Asset Management inc. 0.07% No change 21,500 $104K
Cetera Investment Advisers 0.00% New 18,251 $86K
Capital Investment Advisors, LLC 0.00% No change 17,700 $83K
Ignite Planners, LLC 0.01% Reduce -3.5% 14,738 $72K
Osaic Holdings, Inc. 0.00% Add +22.8% 14,172 $67K
Formidable Asset Management, LLC 0.01% Reduce -8.8% 13,754 $65K
Millennium Management 0.00% New 13,734 $65K
EP Wealth Advisors, LLC 0.00% New 11,195 $53K
Atlantic Union Bankshares Corp 0.00% No change 10,700 $50K
JTC Employer Solutions Trustee Ltd 0.00% No change 10,148 $48K
Fortitude Family Office, LLC 0.01% No change 6,000 $28K
Geneos Wealth Management Inc. 0.00% Add +950.2% 4,453 $21K
Financial Perspectives, Inc 0.00% Add +3.6% 2,354 $11K
Steward Partners Investment Advisory, LLC 0.00% No change 2,270 $11K
PenderFund Capital Management Ltd. 0.00% Add +767.0% 122,646 $9K
Northwestern Mutual Wealth Management Co. 0.00% No change 2,000 $9K
Thomas J. Herzfeld Advisors, Inc. 0.00% Add +16.4% 1,513 $7K
WPG Advisers, LLC 0.00% Add +68.1% 1,002 $5K
Coldstream Capital Management Inc. 0.00% New 220 $1K
Whittier Trust Co. 0.00% No change 100 $469
Cwm, LLC 0.00% No change 48 $0

"% of holder's portfolio" is EDD's weight in each manager's 13F, not the share of Morgan Stanley Emrg MRK Dom the manager owns.