Position in MS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$6,933,826
-$798,314 QoQ
Shares Held
42,133
-3.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 33%
Shared 41%
None 26%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Ameritas Investment Partners, Inc. holds $25,615,019 across 26 Capital Markets names. MS ranks #1 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
42,133 | $6,933,826 | |
| 2 | SF |
Stifel Financial Corp
|
49,715 | $3,674,932 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
17,161 | $2,464,662 | |
| 4 | GS |
Goldman Sachs Group Inc
|
2,684 | $2,270,637 | |
| 5 | EVR |
Evercore Inc.
|
7,125 | $2,126,883 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
46,617 | $1,923,882 | |
| 7 | SCHW |
Schwab Charles Corp
|
14,950 | $1,405,001 | |
| 8 | SNEX |
StoneX Group Inc.
|
5,968 | $721,978 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,933,826 | 42,133 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $7,732,140 | 43,554 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $7,513,879 | 47,269 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $7,005,811 | 49,736 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $5,750,663 | 49,290 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $5,661,925 | 45,036 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $4,836,631 | 46,399 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $4,823,053 | 49,625 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $4,671,842 | 49,616 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $4,304,233 | 46,158 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $3,894,840 | 47,690 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $4,436,785 | 51,953 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $5,738,607 | 65,360 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $5,566,683 | 65,475 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,271,388 | 66,718 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,055,175 | 66,463 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,808,865 | 66,463 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,532,253 | 66,547 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,170,621 | 63,412 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,764,091 | 62,865 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,919,760 | 63,350 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $4,337,057 | 63,287 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $2,993,880 | 61,921 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,805,647 | 37,384 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $1,267,860 | 37,290 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||