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Funds Holding MSD

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Pathstone Holdings LLC1,026,094$7,131 12/31/2023
     MSD1,026,094$7,131 12/31/2023
Royal Bank of Canada687,314$4,776 12/31/2023
     MSD687,314$4,776 12/31/2023
Allspring Global Investments Holdings LLC527,025$3,810 03/31/2024
     MSD527,025$3,810 03/31/2024
Wells Fargo & Company MN513,317$3,568 12/31/2023
     MSD513,317$3,568 12/31/2023
Advisor Group Holdings Inc.509,328$3,540 12/31/2023
     MSD509,328$3,540 12/31/2023
Invesco Ltd.270,272$1,878 12/31/2023
     MSD270,272$1,878 12/31/2023
Integrated Wealth Concepts LLC256,312$1,781 12/31/2023
     MSD256,312$1,781 12/31/2023
Bank of America Corp DE253,002$1,758 12/31/2023
     MSD253,002$1,758 12/31/2023
LPL Financial LLC199,609$1,387 12/31/2023
     MSD199,609$1,387 12/31/2023
Bulldog Investors LLC175,052$1,217 12/31/2023
     MSD175,052$1,217 12/31/2023
Fiera Capital Corp111,922$778 12/31/2023
     MSD111,922$778 12/31/2023
Envestnet Asset Management Inc.111,550$775 12/31/2023
     MSD111,550$775 12/31/2023
Wealthstar Advisors LLC76,709$555 03/31/2024
     MSD76,709$555 03/31/2024
Capital Analysts LLC75,561$525 12/31/2023
     MSD75,561$525 12/31/2023
IHT Wealth Management LLC47,900$333 12/31/2023
     MSD47,900$333 12/31/2023
Morgan Stanley46,084$320 12/31/2023
     MSD46,084$320 12/31/2023
Raymond James & Associates42,169$305 03/31/2024
     MSD42,169$305 03/31/2024
Round Rock Advisors LLC36,324$263 03/31/2024
     MSD36,324$263 03/31/2024
Quad Cities Investment Group LLC35,653$258 03/31/2024
     MSD35,653$258 03/31/2024
Raymond James Financial Services Advisors Inc.33,587$243 03/31/2024
     MSD33,587$243 03/31/2024
Greytown Advisors Inc.26,690$191 12/31/2023
     MSD26,690$191 12/31/2023
Ameriprise Financial Inc.20,987$160 12/31/2023
     MSD20,987$160 12/31/2023
Harbour Capital Advisors LLC21,273$153 03/31/2024
     MSD21,273$153 03/31/2024
Landscape Capital Management L.L.C.19,377$135 12/31/2023
     MSD19,377$135 12/31/2023
UBS Group AG19,495$135 12/31/2023
     MSD19,495$135 12/31/2023
JPMorgan Chase & Co.15,720$109 12/31/2023
     MSD15,720$109 12/31/2023
Seed Wealth Management Inc.14,500$105 03/31/2024
     MSD14,500$105 03/31/2024
Dynamic Advisor Solutions LLC14,041$102 03/31/2024
     MSD14,041$102 03/31/2024
Fortitude Family Office LLC14,000$101 03/31/2024
     MSD14,000$101 03/31/2024
Vanguard Capital Wealth Advisors12,715$92 03/31/2024
     MSD12,715$92 03/31/2024
MONECO Advisors LLC12,214$88 03/31/2024
     MSD12,214$88 03/31/2024
Cullen Frost Bankers Inc.12,000$83 12/31/2023
     MSD12,000$83 12/31/2023
Tortoise Investment Management LLC11,920$83 12/31/2023
     MSD11,920$83 12/31/2023
Csenge Advisory Group11,105$77 12/31/2023
     MSD11,105$77 12/31/2023
Daymark Wealth Partners LLC10,500$76 03/31/2024
     MSD10,500$76 03/31/2024
Ironsides Asset Advisors LLC10,176$71 12/31/2023
     MSD10,176$71 12/31/2023
Rathbone Brothers plc10,000$70 12/31/2023
     MSD10,000$70 12/31/2023
Comerica Bank4,000$28 12/31/2023
     MSD4,000$28 12/31/2023
Northwestern Mutual Wealth Management Co.3,000$21 12/31/2023
     MSD3,000$21 12/31/2023
JTC Employer Solutions Trusteee Ltd2,100$15 03/31/2024
     MSD2,100$15 03/31/2024
Rockbridge Investment Management LCC1,085$8 12/31/2023
     MSD1,085$8 12/31/2023
The PNC Financial Services Group Inc.918$6 12/31/2023
     MSD918$6 12/31/2023
National Bank of Canada FI600$4 12/31/2023
     MSD600$4 12/31/2023
Proequities Inc.0$0 12/31/2023
     MSD0$0 12/31/2023
Tower Research Capital LLC TRC 1$0 12/31/2023
     MSD1$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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