Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$255,018,974
+$43,380,145 QoQ
Shares Held
1,219,953
-5.1% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#91
of 2,722 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 1%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026COMMERCE BANK holds $363,398,585 across 12 Capital Markets names. MS ranks #1 (70.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,219,953 | $255,018,974 | |
| 2 | GS |
Goldman Sachs Group Inc
|
61,807 | $62,509,745 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
224,334 | $19,526,030 | |
| 4 | SCHW |
Schwab Charles Corp
|
88,912 | $8,203,909 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
35,858 | $4,809,632 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
87,675 | $4,381,996 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
13,172 | $3,710,288 | |
| 8 | TW |
Tradeweb Markets Inc.
|
14,736 | $1,468,588 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,018,974 | 1,219,953 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $211,638,829 | 1,286,011 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $205,912,429 | 1,159,874 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $185,327,966 | 1,165,878 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $165,524,584 | 1,175,100 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $138,595,908 | 1,187,931 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $144,397,716 | 1,148,566 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $117,675,805 | 1,128,893 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $108,935,410 | 1,120,850 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $105,382,365 | 1,119,184 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $93,150,408 | 998,932 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $82,055,644 | 1,004,722 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $87,247,543 | 1,021,634 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $95,417,965 | 1,086,765 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $95,860,474 | 1,127,505 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $90,877,300 | 1,150,200 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $105,981,470 | 1,393,393 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $129,026,696 | 1,476,278 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $156,457,615 | 1,593,904 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $154,713,460 | 1,589,903 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $144,125,676 | 1,571,880 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $118,943,744 | 1,531,596 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $99,318,540 | 1,449,271 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $66,983,508 | 1,385,388 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $65,582,125 | 1,357,808 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $44,435,586 | 1,306,929 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||