Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,844,340
+$1,152,779 QoQ
Shares Held
27,958
-1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#697
of 2,731 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026THOMPSON SIEGEL & WALMSLEY LLC holds $41,349,897 across 6 Capital Markets names. MS ranks #2 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
20,892 | $21,129,542 | |
| 2 | MS |
Morgan Stanley
This page
|
27,958 | $5,844,340 | |
| 3 | SCHW |
Schwab Charles Corp
|
58,932 | $5,437,655 | |
| 4 | BGC |
BGC Group, Inc.
|
470,902 | $5,033,942 | |
| 5 | XP |
XP Inc.
|
197,300 | $3,208,098 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
8,000 | $696,320 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,844,340 | 27,958 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $4,691,561 | 28,508 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $5,035,638 | 28,365 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $10,947,893 | 68,872 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $9,701,309 | 68,872 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $5,060,211 | 43,372 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $6,868,460 | 54,633 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $5,674,095 | 54,433 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $5,289,274 | 54,422 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $10,091,315 | 107,172 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $8,082,164 | 86,672 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $4,587,567 | 56,172 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $3,245,200 | 38,000 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $3,336,400 | 38,000 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $8,502 | 100 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $7,901 | 100 | Shares | Defined | 2022-10-25 | |
| 2022-06-30 | $9,594,969 | 126,150 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $11,156,610 | 127,650 | Shares | Defined | 2022-04-26 | |
| 2021-12-31 | $12,530,124 | 127,650 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $9,808,848 | 100,800 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $7,867,002 | 85,800 | Shares | Defined | 2021-08-09 | |
| 2021-03-31 | $5,110,649 | 65,808 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $4,509,274 | 65,800 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $2,867,155 | 59,300 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $77,280 | 1,600 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $3,400 | 100 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||