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Equibles

Ameritas Investment Partners, Inc.

Position in MS — Morgan Stanley

CIK 1055980 LINCOLN, NE
Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$8,679,758
+$1,745,932 QoQ
Shares Held
41,522
-1.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#596
of 2,738 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 34% Shared 42% None 25%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Ameritas Investment Partners, Inc. holds $30,011,888 across 27 Capital Markets names. MS ranks #1 (28.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MS
Morgan Stanley
This page 		41,522 $8,679,758
2 SF
Stifel Financial Corp
 49,854 $3,478,312
3 GS
Goldman Sachs Group Inc
 2,530 $2,558,766
4 EVR
Evercore Inc.
 7,125 $2,432,760
5 HLI
Houlihan Lokey, Inc.
 17,161 $2,301,804
6 JEF
Jefferies Financial Group Inc.
 40,629 $2,030,637
7 SCHW
Schwab Charles Corp
 14,022 $1,293,809
8 HUT
Hut 8 Corp.
 9,380 $1,082,874

All Filings in MS

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,679,758 41,522
2026-03-31 $6,933,826 42,133
2025-12-31 $7,732,140 43,554
2025-09-30 $7,513,879 47,269
2025-06-30 $7,005,811 49,736
2025-03-31 $5,750,663 49,290
2024-12-31 $5,661,925 45,036
2024-09-30 $4,836,631 46,399
2024-06-30 $4,823,053 49,625
2024-03-31 $4,671,842 49,616
2023-12-31 $4,304,233 46,158
2023-09-30 $3,894,840 47,690
2023-06-30 $4,436,785 51,953
2023-03-31 $5,738,607 65,360
2022-12-31 $5,566,683 65,475
2022-09-30 $5,271,388 66,718
2022-06-30 $5,055,175 66,463
2022-03-31 $5,808,865 66,463
2021-12-31 $6,532,253 66,547
2021-09-30 $6,170,621 63,412
2021-06-30 $5,764,091 62,865
2021-03-31 $4,919,760 63,350
2020-12-31 $4,337,057 63,287
2020-09-30 $2,993,880 61,921
2020-06-30 $1,805,647 37,384
2020-03-31 $1,267,860 37,290