Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,080,299
+$1,080,919 QoQ
Shares Held
24,303
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#737
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, 2026LSV ASSET MANAGEMENT holds $325,455,008 across 2 Capital Markets names. MS ranks #2 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
316,773 | $320,374,709 | |
| 2 | MS |
Morgan Stanley
This page
|
24,303 | $5,080,299 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,080,299 | 24,303 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,999,380 | 24,302 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,301,019 | 24,227 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,851,123 | 24,227 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,701,588 | 12,080 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,364,572 | 11,696 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,087,226 | 8,648 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $896,464 | 8,600 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $835,834 | 8,600 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,133,624 | 43,900 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $127,608,242 | 1,368,453 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $116,420,503 | 1,425,499 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $219,053,305 | 2,565,027 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $256,304,267 | 2,919,183 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $337,003,806 | 3,963,818 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $338,579,656 | 4,285,276 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $330,580,794 | 4,346,316 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $403,158,283 | 4,612,795 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $459,836,704 | 4,684,563 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $477,143,334 | 4,903,333 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $473,138,738 | 5,160,200 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $421,828,151 | 5,431,730 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $399,297,720 | 5,826,612 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $295,869,653 | 6,119,331 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $296,537,415 | 6,139,491 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $218,216,896 | 6,418,144 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||