Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$13,609,340
+$2,752,987 QoQ
Shares Held
65,104
-1.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.04%
of 13F equity value
Holder Rank
#491
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BURNS J W & CO INC/NY holds $13,609,340 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
65,104 | $13,609,340 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,609,340 | 65,104 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $10,856,353 | 65,968 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $11,792,785 | 66,427 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $10,667,805 | 67,110 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $9,585,382 | 68,049 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $8,047,779 | 68,979 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $8,742,191 | 69,537 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $7,411,776 | 71,103 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $7,024,115 | 72,272 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $7,020,004 | 74,554 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $7,265,200 | 77,911 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $6,465,813 | 79,170 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,763,253 | 79,195 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $7,030,672 | 80,076 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $6,781,195 | 79,760 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $6,436,075 | 81,459 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $6,186,187 | 81,333 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $7,192,320 | 82,292 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $8,078,469 | 82,299 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $8,032,064 | 82,541 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $7,636,493 | 83,286 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $6,447,022 | 83,016 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $5,669,486 | 82,730 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $4,034,855 | 83,451 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $3,808,020 | 78,841 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $2,645,540 | 77,810 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||