Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$39,727,006
+$8,217,776 QoQ
Shares Held
190,045
-0.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
3.81%
of 13F equity value
Holder Rank
#309
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, 2026LVM CAPITAL MANAGEMENT LTD/MI holds $39,727,006 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
|
190,045 | $39,727,006 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,727,006 | 190,045 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $31,509,230 | 191,464 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $34,217,664 | 192,743 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $31,333,559 | 197,116 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $27,519,254 | 195,366 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $23,004,173 | 197,173 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $24,642,251 | 196,009 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $20,518,288 | 196,837 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $19,130,588 | 196,837 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $19,237,829 | 204,310 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $18,803,862 | 201,650 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $16,473,247 | 201,705 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $17,315,704 | 202,760 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $17,398,448 | 198,160 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $17,132,380 | 201,510 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $15,904,713 | 201,300 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $15,078,134 | 198,240 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $16,356,560 | 187,146 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $17,842,150 | 181,766 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $17,547,425 | 180,325 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $17,337,203 | 189,085 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $14,569,016 | 187,600 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $13,100,057 | 191,158 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $9,114,990 | 188,521 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $8,928,979 | 184,865 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $6,474,450 | 190,425 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||