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On this page, we present all of the funds holding MSD from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding MSD, with a link to that fund's top holdings. The next columns
indicate the amount of MSD stock held by each of the funds holding MSD, followed by the MSD position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 44 funds holding MSD within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Pathstone Holdings LLC. For more details on the positions held by Pathstone Holdings LLC
(or by any of the other funds holding MSD), click the fund name in the "Holder" column of the funds-holding-MSD table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Pathstone Holdings LLC | 1,026,094 | $7,131 | 12/31/2023 | MSD | 1,026,094 | $7,131 | 12/31/2023 | Royal Bank of Canada | 687,314 | $4,776 | 12/31/2023 | MSD | 687,314 | $4,776 | 12/31/2023 | Allspring Global Investments Holdings LLC | 527,025 | $3,810 | 03/31/2024 | MSD | 527,025 | $3,810 | 03/31/2024 | Wells Fargo & Company MN | 513,317 | $3,568 | 12/31/2023 | MSD | 513,317 | $3,568 | 12/31/2023 | Advisor Group Holdings Inc. | 509,328 | $3,540 | 12/31/2023 | MSD | 509,328 | $3,540 | 12/31/2023 | Invesco Ltd. | 270,272 | $1,878 | 12/31/2023 | MSD | 270,272 | $1,878 | 12/31/2023 | Integrated Wealth Concepts LLC | 256,312 | $1,781 | 12/31/2023 | MSD | 256,312 | $1,781 | 12/31/2023 | Bank of America Corp DE | 253,002 | $1,758 | 12/31/2023 | MSD | 253,002 | $1,758 | 12/31/2023 | LPL Financial LLC | 199,609 | $1,387 | 12/31/2023 | MSD | 199,609 | $1,387 | 12/31/2023 | Bulldog Investors LLC | 175,052 | $1,217 | 12/31/2023 | MSD | 175,052 | $1,217 | 12/31/2023 | Fiera Capital Corp | 111,922 | $778 | 12/31/2023 | MSD | 111,922 | $778 | 12/31/2023 | Envestnet Asset Management Inc. | 111,550 | $775 | 12/31/2023 | MSD | 111,550 | $775 | 12/31/2023 | Wealthstar Advisors LLC | 76,709 | $555 | 03/31/2024 | MSD | 76,709 | $555 | 03/31/2024 | Capital Analysts LLC | 75,561 | $525 | 12/31/2023 | MSD | 75,561 | $525 | 12/31/2023 | IHT Wealth Management LLC | 47,900 | $333 | 12/31/2023 | MSD | 47,900 | $333 | 12/31/2023 | Morgan Stanley | 46,084 | $320 | 12/31/2023 | MSD | 46,084 | $320 | 12/31/2023 | Raymond James & Associates | 42,169 | $305 | 03/31/2024 | MSD | 42,169 | $305 | 03/31/2024 | Round Rock Advisors LLC | 36,324 | $263 | 03/31/2024 | MSD | 36,324 | $263 | 03/31/2024 | Quad Cities Investment Group LLC | 35,653 | $258 | 03/31/2024 | MSD | 35,653 | $258 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 33,587 | $243 | 03/31/2024 | MSD | 33,587 | $243 | 03/31/2024 | Greytown Advisors Inc. | 26,690 | $191 | 12/31/2023 | MSD | 26,690 | $191 | 12/31/2023 | Ameriprise Financial Inc. | 20,987 | $160 | 12/31/2023 | MSD | 20,987 | $160 | 12/31/2023 | Harbour Capital Advisors LLC | 21,273 | $153 | 03/31/2024 | MSD | 21,273 | $153 | 03/31/2024 | Landscape Capital Management L.L.C. | 19,377 | $135 | 12/31/2023 | MSD | 19,377 | $135 | 12/31/2023 | UBS Group AG | 19,495 | $135 | 12/31/2023 | MSD | 19,495 | $135 | 12/31/2023 | JPMorgan Chase & Co. | 15,720 | $109 | 12/31/2023 | MSD | 15,720 | $109 | 12/31/2023 | Seed Wealth Management Inc. | 14,500 | $105 | 03/31/2024 | MSD | 14,500 | $105 | 03/31/2024 | Dynamic Advisor Solutions LLC | 14,041 | $102 | 03/31/2024 | MSD | 14,041 | $102 | 03/31/2024 | Fortitude Family Office LLC | 14,000 | $101 | 03/31/2024 | MSD | 14,000 | $101 | 03/31/2024 | Vanguard Capital Wealth Advisors | 12,715 | $92 | 03/31/2024 | MSD | 12,715 | $92 | 03/31/2024 | MONECO Advisors LLC | 12,214 | $88 | 03/31/2024 | MSD | 12,214 | $88 | 03/31/2024 | Cullen Frost Bankers Inc. | 12,000 | $83 | 12/31/2023 | MSD | 12,000 | $83 | 12/31/2023 | Tortoise Investment Management LLC | 11,920 | $83 | 12/31/2023 | MSD | 11,920 | $83 | 12/31/2023 | Csenge Advisory Group | 11,105 | $77 | 12/31/2023 | MSD | 11,105 | $77 | 12/31/2023 | Daymark Wealth Partners LLC | 10,500 | $76 | 03/31/2024 | MSD | 10,500 | $76 | 03/31/2024 | Ironsides Asset Advisors LLC | 10,176 | $71 | 12/31/2023 | MSD | 10,176 | $71 | 12/31/2023 | Rathbone Brothers plc | 10,000 | $70 | 12/31/2023 | MSD | 10,000 | $70 | 12/31/2023 | Comerica Bank | 4,000 | $28 | 12/31/2023 | MSD | 4,000 | $28 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 3,000 | $21 | 12/31/2023 | MSD | 3,000 | $21 | 12/31/2023 | JTC Employer Solutions Trusteee Ltd | 2,100 | $15 | 03/31/2024 | MSD | 2,100 | $15 | 03/31/2024 | Rockbridge Investment Management LCC | 1,085 | $8 | 12/31/2023 | MSD | 1,085 | $8 | 12/31/2023 | The PNC Financial Services Group Inc. | 918 | $6 | 12/31/2023 | MSD | 918 | $6 | 12/31/2023 | National Bank of Canada FI | 600 | $4 | 12/31/2023 | MSD | 600 | $4 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | MSD | 0 | $0 | 12/31/2023 | Tower Research Capital LLC TRC | 1 | $0 | 12/31/2023 | MSD | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of MSD
See Details: Top 10 Hedge Funds Holding MSD
Also See: MSD Holdings Changes
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