Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$164,987,119
+$24,394,146 QoQ
Shares Held
789,261
-7.6% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#132
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, 2026VICTORY CAPITAL MANAGEMENT INC holds $1,609,298,882 across 39 Capital Markets names. MS ranks #2 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
655,492 | $662,944,944 | |
| 2 | MS |
Morgan Stanley
This page
|
789,261 | $164,987,119 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
443,434 | $124,906,489 | |
| 4 | SCHW |
Schwab Charles Corp
|
1,234,748 | $113,930,197 | |
| 5 | MRX |
Marex Group Ltd
|
1,291,337 | $78,706,989 | |
| 6 | EVR |
Evercore Inc.
|
197,638 | $67,481,518 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
668,269 | $67,014,015 | |
| 8 | LAZ |
Lazard, Inc.
|
1,542,057 | $64,673,870 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,987,119 | 789,261 | Shares | Sole | 2026-08-07 | |
| 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 | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||