Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$26,430,435
-$2,407,715 QoQ
Shares Held
160,603
-1.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 7.677938768267094.ToString("F0")%
Shared 0.ToString("F0")%
None 92.32206123173292.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026MAI Capital Management holds $78,160,357 across 49 Capital Markets names. MS ranks #2 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
35,028 | $29,633,337 | |
| 2 | MS |
Morgan Stanley
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|
160,603 | $26,430,435 | |
| 3 | SCHW |
Schwab Charles Corp
|
148,811 | $13,985,257 | |
| 4 | PJT |
PJT Partners Inc.
|
15,862 | $2,216,238 | |
| 5 | EVR |
Evercore Inc.
|
6,576 | $1,963,001 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
3,585 | $1,078,475 | |
| 7 | SF |
Stifel Financial Corp
|
5,747 | $424,818 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
5,729 | $397,019 |
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||