Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$35,028,832
+$8,561,862 QoQ
Shares Held
167,570
+4.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.82%
of 13F equity value
Holder Rank
#336
of 2,723 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, 2026PITTENGER & ANDERSON INC holds $53,245,359 across 8 Capital Markets names. MS ranks #1 (65.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
167,570 | $35,028,832 | |
| 2 | GS |
Goldman Sachs Group Inc
|
11,103 | $11,229,241 | |
| 3 | SCHW |
Schwab Charles Corp
|
56,604 | $5,222,851 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
12,565 | $1,093,657 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
6,255 | $627,251 | |
| 6 | PJT |
PJT Partners Inc.
|
140 | $21,131 | |
| 7 | CLSK |
Cleanspark, Inc.
|
1,225 | $17,823 | |
| 8 | IREN |
IREN Ltd
|
100 | $4,573 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,028,832 | 167,570 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $26,466,970 | 160,825 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $28,182,887 | 158,750 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $25,321,533 | 159,295 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $22,445,618 | 159,347 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $18,628,348 | 159,667 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $20,073,335 | 159,667 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $16,468,669 | 157,988 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $15,167,471 | 156,060 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $14,704,025 | 156,160 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $14,574,042 | 156,290 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $12,742,480 | 156,024 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $13,074,654 | 153,099 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $13,522,868 | 154,019 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $13,334,026 | 156,834 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $12,391,454 | 156,834 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $11,989,261 | 157,629 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $14,273,818 | 163,316 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $16,159,786 | 164,627 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $15,877,488 | 163,164 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,796,382 | 161,374 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $12,448,820 | 160,299 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $7,718,670 | 112,632 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,730,177 | 97,832 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $3,984,267 | 82,490 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,787,660 | 81,990 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||