FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
Position in MS — Morgan Stanley
CIK 1009016
Cincinnati, OH
Position in MS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$59,620,089
+$12,840,245 QoQ
Shares Held
285,209
+0.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#249
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ holds $525,721,749 across 6 Capital Markets names. MS ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,550,333 | $235,319,225 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
349,248 | $98,376,176 | |
| 3 | GS |
Goldman Sachs Group Inc
|
74,770 | $75,620,134 | |
| 4 | MS |
Morgan Stanley
This page
|
285,209 | $59,620,089 | |
| 5 | EVR |
Evercore Inc.
|
87,345 | $29,823,076 | |
| 6 | MC |
Moelis & Co
|
412,153 | $26,963,049 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,620,089 | 285,209 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $46,779,844 | 284,255 | Shares | Defined | 2026-04-22 | |
| 2025-12-31 | $54,655,272 | 307,865 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $48,120,529 | 302,721 | Shares | Defined | 2025-10-17 | |
| 2025-06-30 | $43,377,273 | 307,946 | Shares | Defined | 2025-07-17 | |
| 2025-03-31 | $35,036,233 | 300,302 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $36,431,014 | 289,779 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $446,459 | 4,283 | Shares | Defined | 2024-10-25 | |
| 2024-06-30 | $425,789 | 4,381 | Shares | Defined | 2024-07-30 | |
| 2024-03-31 | $367,034 | 3,898 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $407,316 | 4,368 | Shares | Defined | 2024-01-17 | |
| 2023-09-30 | $405,736 | 4,968 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $552,367 | 6,468 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $649,632 | 7,399 | Shares | Defined | 2023-04-28 | |
| 2022-12-31 | $629,062 | 7,399 | Shares | Defined | 2023-01-30 | |
| 2022-09-30 | $703,900 | 8,909 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $697,394 | 9,169 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $801,370 | 9,169 | Shares | Defined | 2022-05-03 | |
| 2021-12-31 | $900,029 | 9,169 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $905,664 | 9,307 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $861,702 | 9,398 | Shares | Defined | 2021-08-09 | |
| 2021-03-31 | $786,152 | 10,123 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $758,010 | 11,061 | Shares | Defined | 2021-02-03 | |
| 2020-09-30 | $546,403 | 11,301 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $545,838 | 11,301 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $414,664 | 12,196 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||