KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Position in MS — Morgan Stanley
CIK 1021223
LOS ANGELES, CA
Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,479,403
+$2,753,374 QoQ
Shares Held
30,996
+36.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#671
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $1,678,971,062 across 10 Capital Markets names. MS ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
6,365,531 | $554,055,817 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
1,434,522 | $404,076,156 | |
| 3 | MC |
Moelis & Co
|
5,412,938 | $354,114,403 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
2,426,619 | $325,482,405 | |
| 5 | FIGR |
Figure Technology Solutions, Inc.
|
1,101,072 | $33,813,920 | |
| 6 | MS |
Morgan Stanley
This page
|
30,996 | $6,479,403 | |
| 7 | GS |
Goldman Sachs Group Inc
|
916 | $926,414 | |
| 8 | SCHW |
Schwab Charles Corp
|
195 | $17,992 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,479,403 | 30,996 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,726,029 | 22,641 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,344,612 | 7,574 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $948,355 | 5,966 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $633,729 | 4,499 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $472,396 | 4,049 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $288,527 | 2,295 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $235,269 | 2,257 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $220,135 | 2,265 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $252,537 | 2,682 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $250,096 | 2,682 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $185,064 | 2,266 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $187,880 | 2,200 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $193,160 | 2,200 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $169,104 | 1,989 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $157,150 | 1,989 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $98,573 | 1,296 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $113,270 | 1,296 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $129,865 | 1,323 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $126,113 | 1,296 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $118,830 | 1,296 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $94,434 | 1,216 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $85,045 | 1,241 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,191 | 66 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,187 | 66 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,244 | 66 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||