VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

Position in MS — Morgan Stanley

CIK 1021642 HOUSTON, TX

Position in MS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,837,461

+$390,891 QoQ

Shares Held

8,790

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,116

of 2,723 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. holds $194,208,810 across 3 Capital Markets names. MS ranks #3 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	1,337,145	$123,378,367
2	HLI	Houlihan Lokey, Inc.	514,374	$68,992,982
3	MS	Morgan Stanley This page	8,790	$1,837,461

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,837,461	8,790	0.0%	Shares	Defined	2026-07-16
2026-03-31	$1,446,570	8,790	0.0%	Shares	Defined	2026-04-16
2025-12-31	$1,560,488	8,790	-67.2%	Shares	Defined	2026-01-15
2025-09-30	$4,258,538	26,790	0.0%	Shares	Defined	2025-10-22
2025-06-30	$3,773,639	26,790	0.0%	Shares	Defined	2025-07-21
2025-03-31	$3,125,589	26,790	-7.7%	Shares	Defined	2025-04-17
2024-12-31	$3,650,908	29,040	0.0%	Shares	Defined	2025-01-28
2024-09-30	$3,027,129	29,040	0.0%	Shares	Defined	2024-11-06
2024-06-30	$2,822,397	29,040	0.0%	Shares	Defined	2024-07-19
2024-03-31	$2,734,406	29,040	0.0%	Shares	Defined	2024-04-18
2023-12-31	$2,707,980	29,040	-15.5%	Shares	Defined	2024-01-25
2023-09-30	$2,805,772	34,355	0.0%	Shares	Defined	2023-11-09
2023-06-30	$2,933,917	34,355	-8.1%	Shares	Defined	2023-08-03
2023-03-31	$3,283,720	37,400	-17.6%	Shares	Defined	2023-05-08
2022-12-31	$3,859,908	45,400	0.0%	Shares	Defined	2023-01-31
2022-09-30	$3,587,054	45,400	0.0%	Shares	Defined	2022-11-04
2022-06-30	$3,453,124	45,400	0.0%	Shares	Defined	2022-07-22
2022-03-31	$3,967,960	45,400	+22.1%	Shares	Defined	2022-05-04
2021-12-31	$3,649,098	37,175	-3.1%	Shares	Defined	2022-01-13
2021-09-30	$3,734,952	38,382	+9.9%	Shares	Defined	2021-10-27
2021-06-30	$3,202,273	34,925	-97.8%	Shares	Defined	2021-07-15
2021-03-31	$120,891,144	1,556,672	-11.3%	Shares	Defined	2021-05-11
2020-12-31	$120,205,455	1,754,056	-0.5%	Shares	Defined	2021-02-04
2020-09-30	$85,257,776	1,763,346	—	Shares	Defined	2020-11-09
No filing history on record for this holder in this stock.