Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$43,489,099
+$4,311,565 QoQ
Shares Held
208,042
-12.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
4.34%
of 13F equity value
Holder Rank
#292
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MATRIX ASSET ADVISORS INC/NY holds $65,926,342 across 2 Capital Markets names. MS ranks #1 (66.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
208,042 | $43,489,099 | |
| 2 | GS |
Goldman Sachs Group Inc
|
22,185 | $22,437,243 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,489,099 | 208,042 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $39,177,534 | 238,060 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $46,247,097 | 260,503 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $42,669,314 | 268,428 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $37,963,882 | 269,515 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $30,375,151 | 260,351 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $35,254,905 | 280,424 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $31,441,598 | 301,627 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $29,531,278 | 303,851 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $28,803,544 | 305,900 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $28,572,546 | 306,408 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $22,218,895 | 272,057 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $23,118,975 | 270,714 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $23,120,198 | 263,328 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $22,259,936 | 261,820 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $17,718,624 | 224,258 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $14,329,551 | 188,398 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $13,639,906 | 156,063 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $15,317,573 | 156,047 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $15,276,794 | 156,991 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $14,467,856 | 157,791 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $12,485,165 | 160,767 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $14,408,706 | 210,254 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $10,377,505 | 214,633 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $10,634,935 | 220,185 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,678,900 | 225,850 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||