MORGAN STANLEY

Position in MC — Moelis & Co

CIK 895421 NEW YORK, NY

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Position in MC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$54,092,658

-$1,807,530 QoQ

Shares Held

948,994

+16.7% QoQ

Ownership

1.21%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 68.8315205364839.ToString("F0")% Shared 0.ToString("F0")% None 31.168479463516103.ToString("F0")%

Common Shares in MC Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

MORGAN STANLEY holds $13,650,547,353 across 77 Capital Markets names. MC ranks #27 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,816,599	$5,766,774,576
2	SCHW	Schwab Charles Corp	22,033,942	$2,070,749,858
3	MS	Morgan Stanley	6,127,396	$1,008,385,555
4	HOOD	Robinhood Markets, Inc.	11,420,694	$791,454,086
5	CRCL	Circle Internet Group, Inc.	4,981,737	$475,307,519
6	LPLA	LPL Financial Holdings Inc.	1,283,665	$386,164,935
7	IBKR	Interactive Brokers Group, Inc.	4,765,572	$319,626,906
8	EVR	Evercore Inc.	917,801	$273,972,767

All Filings in MC

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$54,092,658	948,994	+16.7%	Shares	Defined	2026-05-15
2025-12-31	$55,900,188	813,212	-2.9%	Shares	Defined	2026-05-27
2025-09-30	$59,712,522	837,248	+16.7%	Shares	Defined	2026-05-27
2025-06-30	$44,712,163	717,461	+5.6%	Shares	Defined	2025-08-15
2025-03-31	$39,668,337	679,718	+1.9%	Shares	Defined	2025-05-15
2024-12-31	$49,301,891	667,324	-13.9%	Shares	Defined	2025-05-15
2024-09-30	$53,100,383	775,075	+22.2%	Shares	Defined	2025-05-14
2024-06-30	$36,062,028	634,225	-0.7%	Shares	Defined	2025-05-14
2024-03-31	$36,246,221	638,475	-10.6%	Shares	Defined	2024-10-17
2023-12-31	$40,091,578	714,263	+20.9%	Shares	Defined	2024-08-16
2023-09-30	$26,651,833	590,557	-32.8%	Shares	Defined	2023-11-15
2023-06-30	$39,821,346	878,283	+25.9%	Shares	Defined	2023-08-14
2023-03-31	$26,811,203	697,482	-14.8%	Shares	Defined	2023-05-15
2022-12-31	$31,411,979	818,660	+11.3%	Shares	Defined	2023-02-14
2022-09-30	$24,865,661	735,453	+12.0%	Shares	Defined	2022-11-14
2022-06-30	$25,847,792	656,869	+97.5%	Shares	Defined	2022-10-27
2022-03-31	$15,613,219	332,550	-17.8%	Shares	Defined	2022-10-27
2021-12-31	$25,303,795	404,796	+82.7%	Shares	Defined	2022-02-14
2021-09-30	$13,710,636	221,604	+52.5%	Shares	Defined	2021-11-15
2021-06-30	$8,266,456	145,306	-23.3%	Shares	Defined	2021-08-23
2021-03-31	$10,398,386	189,475	+45.9%	Shares	Defined	2021-05-17
2020-12-31	$6,073,328	129,883	+24.7%	Shares	Defined	2021-02-16
2020-09-30	$3,658,740	104,119	-10.1%	Shares	Defined	2020-11-13
2020-06-30	$3,610,446	115,868	+7.5%	Shares	Defined	2020-08-14
2020-03-31	$3,028,027	107,759	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.