Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$269,074,197
+$94,284,730 QoQ
Shares Held
1,287,190
+21.2% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#87
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, 2026NATIXIS ADVISORS, LLC holds $1,039,645,681 across 22 Capital Markets names. MS ranks #2 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
267,047 | $270,083,324 | |
| 2 | MS |
Morgan Stanley
This page
|
1,287,190 | $269,074,197 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,252,011 | $207,793,053 | |
| 4 | MC |
Moelis & Co
|
1,721,484 | $112,619,483 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
647,299 | $56,340,904 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
383,961 | $51,500,688 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
244,866 | $24,555,162 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
47,540 | $13,391,067 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,074,197 | 1,287,190 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $174,789,467 | 1,062,098 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $188,006,044 | 1,059,010 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $167,724,895 | 1,055,139 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $151,935,117 | 1,078,625 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $123,742,418 | 1,060,619 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $149,328,204 | 1,187,784 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $120,182,152 | 1,152,937 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $110,464,890 | 1,136,587 | Shares | Defined | 2024-08-01 | |
| 2024-03-31 | $101,639,222 | 1,079,431 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $102,973,364 | 1,104,272 | Shares | Other | 2024-02-06 | |
| 2023-09-30 | $91,430,136 | 1,119,507 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $98,939,145 | 1,158,538 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $109,451,831 | 1,246,604 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $104,302,536 | 1,226,800 | Shares | Defined | 2023-01-27 | |
| 2022-09-30 | $98,783,516 | 1,250,266 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $83,586,745 | 1,098,958 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $104,858,062 | 1,199,749 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $122,985,449 | 1,252,908 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $126,460,962 | 1,299,568 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $123,090,615 | 1,342,465 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $118,960,674 | 1,531,814 | Shares | Other | 2021-05-05 | |
| 2020-12-31 | $98,274,760 | 1,434,040 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $65,882,724 | 1,362,621 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $52,127,147 | 1,079,237 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $36,145,876 | 1,063,114 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||