Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$43,925,574
+$17,495,139 QoQ
Shares Held
210,130
+30.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#292
of 2,731 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MAI Capital Management holds $143,175,293 across 21 Capital Markets names. MS ranks #2 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
55,352 | $55,981,351 | |
| 2 | MS |
Morgan Stanley
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|
210,130 | $43,925,574 | |
| 3 | SCHW |
Schwab Charles Corp
|
314,932 | $29,058,775 | |
| 4 | EVR |
Evercore Inc.
|
8,799 | $3,004,330 | |
| 5 | PJT |
PJT Partners Inc.
|
14,567 | $2,198,742 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
20,557 | $2,061,455 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
3,552 | $1,000,527 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
19,377 | $968,462 |
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,925,574 | 210,130 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $26,430,435 | 160,603 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,838,150 | 162,441 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,742,936 | 161,946 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $22,908,625 | 162,634 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $18,829,137 | 161,388 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,842,364 | 165,784 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,507,524 | 167,954 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $17,845,347 | 183,613 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $17,576,188 | 186,663 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $16,544,135 | 177,417 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $16,107,937 | 197,232 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,568,795 | 194,014 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $16,048,874 | 182,789 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $14,556,019 | 171,207 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $11,433,142 | 144,705 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,332,343 | 17,517 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,584,736 | 18,132 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,937,972 | 19,743 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,198,275 | 12,314 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $949,908 | 10,360 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $708,181 | 9,119 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $642,605 | 9,377 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||