Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,418,687
+$947,412 QoQ
Shares Held
21,138
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#788
of 2,723 holders
Holding Since
Mar 2023
14 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, 2026HARBOR CAPITAL ADVISORS, INC. holds $22,008,310 across 10 Capital Markets names. MS ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNEX |
StoneX Group Inc.
|
96,962 | $7,659,958 | |
| 2 | MS |
Morgan Stanley
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|
21,138 | $4,418,687 | |
| 3 | SCHW |
Schwab Charles Corp
|
30,794 | $2,841,362 | |
| 4 | SF |
Stifel Financial Corp
|
32,024 | $2,234,314 | |
| 5 | PIPR |
Piper Sandler Companies
|
23,286 | $1,684,509 | |
| 6 | MC |
Moelis & Co
|
23,441 | $1,533,510 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
23,164 | $1,379,879 | |
| 8 | TW |
Tradeweb Markets Inc.
|
1,715 | $170,916 |
All Filings in MS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,418,687 | 21,138 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,471,275 | 21,093 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,529,855 | 25,516 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,061,904 | 25,553 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,503,329 | 24,871 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,928,767 | 25,103 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,529,589 | 28,075 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $2,846,273 | 27,305 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,641,041 | 27,174 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $2,553,901 | 27,123 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,881,598 | 20,178 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,646,630 | 20,162 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,721,834 | 20,162 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,770,223 | 20,162 | Shares | Sole | 2023-04-26 | |
| No filing history on record for this holder in this stock. | ||||||