Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$140,592,973
-$31,665,806 QoQ
Shares Held
854,305
-12.0% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94.2307489713861.ToString("F0")%
Shared 0.ToString("F0")%
None 5.769251028613902.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026VICTORY CAPITAL MANAGEMENT INC holds $1,362,805,439 across 35 Capital Markets names. MS ranks #2 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
616,833 | $521,834,549 | |
| 2 | MS |
Morgan Stanley
This page
|
854,305 | $140,592,973 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
405,812 | $122,080,423 | |
| 4 | SCHW |
Schwab Charles Corp
|
1,126,631 | $105,880,781 | |
| 5 | LAZ |
Lazard, Inc.
|
1,793,435 | $76,185,118 | |
| 6 | SF |
Stifel Financial Corp
|
869,575 | $64,278,984 | |
| 7 | EVR |
Evercore Inc.
|
198,770 | $59,334,832 | |
| 8 | MRX |
Marex Group plc
|
1,314,816 | $58,614,496 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $140,592,973 | 854,305 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $172,258,779 | 970,308 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $141,485,686 | 890,071 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $140,326,984 | 996,216 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $90,981,949 | 779,823 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $118,309,183 | 941,053 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $62,105,358 | 595,792 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $62,655,574 | 644,671 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $58,585,316 | 622,189 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $53,553,941 | 574,305 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $75,412,852 | 923,385 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $92,086,649 | 1,078,298 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $104,596,403 | 1,191,303 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $95,962,329 | 1,128,703 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $92,314,335 | 1,168,388 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $88,417,468 | 1,162,470 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $104,811,391 | 1,199,215 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $90,549,655 | 922,470 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $90,835,868 | 933,469 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $89,841,529 | 979,840 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $76,523,756 | 985,369 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $54,377,869 | 793,490 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $35,171,482 | 727,435 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $31,535,118 | 652,901 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $19,791,604 | 582,106 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||