Position in MS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$29,859,580
-$7,300,111 QoQ
Shares Held
181,440
-13.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026GABELLI FUNDS LLC holds $120,563,845 across 9 Capital Markets names. MS ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
44,510 | $37,655,014 | |
| 2 | MS |
Morgan Stanley
This page
|
181,440 | $29,859,580 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
363,256 | $24,363,579 | |
| 4 | SCHW |
Schwab Charles Corp
|
133,437 | $12,540,409 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
157,718 | $6,936,437 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
122,210 | $5,043,606 | |
| 7 | MC |
Moelis & Co
|
43,850 | $2,499,450 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
3,000 | $902,490 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,859,580 | 181,440 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $37,159,691 | 209,315 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $34,175,923 | 214,997 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $30,909,895 | 219,437 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $28,522,198 | 244,469 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $31,590,795 | 251,279 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $26,944,580 | 258,486 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $24,919,613 | 256,401 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $25,001,457 | 265,521 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $25,314,670 | 271,471 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $21,148,528 | 258,951 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $22,069,580 | 258,426 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $22,884,631 | 260,645 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $22,542,627 | 265,145 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $21,615,081 | 273,574 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,808,038 | 273,574 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $23,927,847 | 273,774 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $43,364,535 | 441,774 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $54,268,230 | 557,684 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $58,689,301 | 640,084 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $54,019,053 | 695,584 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $44,752,420 | 653,034 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $11,711,627 | 242,226 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $12,148,705 | 251,526 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $8,653,884 | 254,526 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||