Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$40,820,286
-$5,767,341 QoQ
Shares Held
195,275
-31.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#305
of 2,723 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CHILTON CAPITAL MANAGEMENT LLC holds $80,720,091 across 7 Capital Markets names. MS ranks #1 (50.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
195,275 | $40,820,286 | |
| 2 | GS |
Goldman Sachs Group Inc
|
39,168 | $39,613,340 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,534 | $233,812 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
550 | $27,489 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
218 | $13,653 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
100 | $8,704 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
28 | $2,807 |
All Filings in MS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,820,286 | 195,275 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $46,587,627 | 283,087 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $49,848,648 | 280,790 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $46,444,614 | 292,178 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $65,331,994 | 463,808 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $40,560,442 | 347,651 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $39,446,787 | 313,767 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $32,636,188 | 313,087 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $29,631,287 | 304,880 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $31,214,040 | 331,500 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $28,693,771 | 307,708 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $25,290,013 | 309,661 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $26,422,760 | 309,400 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $26,604,102 | 303,008 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $25,179,948 | 296,165 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $23,754,514 | 300,652 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $22,600,316 | 297,138 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $24,333,383 | 278,414 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $29,060,268 | 296,050 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $28,263,494 | 290,448 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $27,048,825 | 295,003 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $21,716,920 | 279,641 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $19,292,428 | 281,518 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $13,728,112 | 283,932 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $12,691,211 | 262,758 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||