Position in MS
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$13,306,471
+$582,009 QoQ
Shares Held
80,856
+12.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 90.31982784208964.ToString("F0")%
Shared 0.ToString("F0")%
None 9.68017215791036.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026INTECH INVESTMENT MANAGEMENT LLC holds $141,683,020 across 26 Capital Markets names. MS ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
67,413 | $57,030,723 | |
| 2 | SCHW |
Schwab Charles Corp
|
319,604 | $30,036,383 | |
| 3 | MS |
Morgan Stanley
This page
|
80,856 | $13,306,471 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
46,851 | $6,728,740 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
132,943 | $5,486,557 | |
| 6 | BGC |
BGC Group, Inc.
|
342,942 | $3,353,972 | |
| 7 | SF |
Stifel Financial Corp
|
39,195 | $2,897,294 | |
| 8 | EVR |
Evercore Inc.
|
9,306 | $2,777,934 |
All Filings in MS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,306,471 | 80,856 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $12,724,462 | 71,675 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,551,428 | 60,087 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,378,987 | 73,683 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $13,156,409 | 112,766 | Shares | Defined | 2025-05-20 | |
| 2024-12-31 | $13,473,411 | 107,170 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,238,476 | 50,254 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $4,796,423 | 49,351 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,019,063 | 74,544 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $25,969,658 | 278,495 | Shares | Sole | 2024-10-18 | |
| 2023-09-30 | $41,003,811 | 502,067 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $87,730,053 | 1,027,284 | Shares | Sole | 2024-10-18 | |
| 2023-03-31 | $84,621,991 | 963,804 | Shares | Sole | 2024-10-18 | |
| 2022-12-31 | $73,502,085 | 864,527 | Shares | Sole | 2024-10-18 | |
| 2022-09-30 | $77,150,499 | 976,465 | Shares | Sole | 2024-10-18 | |
| 2022-06-30 | $115,781,725 | 1,522,242 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||