Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$95,343,560
-$46,655,497 QoQ
Shares Held
456,102
-47.1% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#181
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FEDERATED HERMES, INC. holds $532,832,183 across 30 Capital Markets names. MS ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
1,248,416 | $115,191,342 | |
| 2 | MS |
Morgan Stanley
This page
|
456,102 | $95,343,560 | |
| 3 | WULF |
Terawulf Inc.
|
3,491,881 | $86,249,460 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
601,767 | $52,377,798 | |
| 5 | MRX |
Marex Group Ltd
|
464,935 | $28,337,787 | |
| 6 | HUT |
Hut 8 Corp.
|
221,904 | $25,617,707 | |
| 7 | XP |
XP Inc.
|
1,544,150 | $25,107,877 | |
| 8 | LAZ |
Lazard, Inc.
|
487,237 | $20,434,719 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,343,560 | 456,102 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $141,999,057 | 862,849 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $135,304,131 | 762,148 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $97,257,767 | 611,838 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $277,574,487 | 1,970,570 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $257,227,364 | 2,204,743 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $197,373,860 | 1,569,948 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $254,998,766 | 2,446,266 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $133,401,243 | 1,372,582 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $136,963,816 | 1,454,586 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $113,368,967 | 1,215,753 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $30,176,001 | 369,487 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,789,572 | 56,084 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,255,050 | 48,463 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $2,768,165 | 32,559 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,556,920 | 32,362 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,649,169 | 34,830 | Shares | Defined | 2022-09-16 | |
| 2022-03-31 | $3,127,783 | 35,787 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $8,820,754 | 89,861 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $43,891,674 | 451,050 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $32,143,945 | 350,572 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $7,399,443 | 95,280 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,949,451 | 57,631 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,377,126 | 49,165 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,649,156 | 54,848 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,323,176 | 156,564 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||