FEDERATED HERMES, INC.

Position in MS — Morgan Stanley

CIK 1056288 PITTSBURGH, PA

Back to MS Full portfolio

Position in MS

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$141,999,057

+$6,694,926 QoQ

Shares Held

862,849

+13.2% QoQ

Ownership

0.055%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99.18386647026306.ToString("F0")% Shared 0.ToString("F0")% None 0.8161335297369529.ToString("F0")%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

FEDERATED HERMES, INC. holds $457,792,711 across 26 Capital Markets names. MS ranks #1 (31.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	862,849	$141,999,057
2	SCHW	Schwab Charles Corp	1,346,144	$126,510,610
3	GS	Goldman Sachs Group Inc	47,730	$40,379,101
4	IBKR	Interactive Brokers Group, Inc.	596,769	$40,025,295
5	XP	XP Inc.	1,594,070	$30,351,091
6	LAZ	Lazard, Inc.	498,212	$21,164,045
7	JEF	Jefferies Financial Group Inc.	386,860	$15,965,711
8	VIRT	Virtu Financial, Inc.	186,138	$8,186,348

All Filings in MS

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$141,999,057	862,849	+13.2%	Shares	Defined	2026-05-11
2025-12-31	$135,304,131	762,148	+24.6%	Shares	Defined	2026-02-12
2025-09-30	$97,257,767	611,838	-69.0%	Shares	Defined	2025-11-03
2025-06-30	$277,574,487	1,970,570	-10.6%	Shares	Defined	2025-08-13
2025-03-31	$257,227,364	2,204,743	+40.4%	Shares	Defined	2025-05-08
2024-12-31	$197,373,860	1,569,948	-35.8%	Shares	Defined	2025-02-13
2024-09-30	$254,998,766	2,446,266	+78.2%	Shares	Defined	2024-11-13
2024-06-30	$133,401,243	1,372,582	-5.6%	Shares	Defined	2024-08-08
2024-03-31	$136,963,816	1,454,586	+19.6%	Shares	Defined	2024-05-14
2023-12-31	$113,368,967	1,215,753	+229.0%	Shares	Defined	2024-01-31
2023-09-30	$30,176,001	369,487	+558.8%	Shares	Defined	2023-11-13
2023-06-30	$4,789,572	56,084	+15.7%	Shares	Defined	2023-08-14
2023-03-31	$4,255,050	48,463	+48.8%	Shares	Defined	2023-05-08
2022-12-31	$2,768,165	32,559	+0.6%	Shares	Defined	2023-02-13
2022-09-30	$2,556,920	32,362	-7.1%	Shares	Defined	2022-11-14
2022-06-30	$2,649,169	34,830	-2.7%	Shares	Defined	2022-09-16
2022-03-31	$3,127,783	35,787	-60.2%	Shares	Defined	2022-05-13
2021-12-31	$8,820,754	89,861	-80.1%	Shares	Defined	2022-02-14
2021-09-30	$43,891,674	451,050	+28.7%	Shares	Defined	2021-11-15
2021-06-30	$32,143,945	350,572	+267.9%	Shares	Defined	2021-08-16
2021-03-31	$7,399,443	95,280	+65.3%	Shares	Defined	2021-05-13
2020-12-31	$3,949,451	57,631	+17.2%	Shares	Defined	2021-02-12
2020-09-30	$2,377,126	49,165	-10.4%	Shares	Defined	2020-11-12
2020-06-30	$2,649,156	54,848	-65.0%	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.