Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$53,365,194
+$11,218,653 QoQ
Shares Held
255,287
-0.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#268
of 2,723 holders
Holding Since
Sep 2021
12 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 Jun 30, 2026ZACKS INVESTMENT MANAGEMENT holds $130,945,669 across 8 Capital Markets names. MS ranks #1 (40.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
255,287 | $53,365,194 | |
| 2 | GS |
Goldman Sachs Group Inc
|
44,196 | $44,698,508 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
203,095 | $20,366,366 | |
| 4 | EVR |
Evercore Inc.
|
18,059 | $6,166,064 | |
| 5 | SNEX |
StoneX Group Inc.
|
69,200 | $5,466,760 | |
| 6 | SCHW |
Schwab Charles Corp
|
4,631 | $427,302 | |
| 7 | MRX |
Marex Group Ltd
|
4,159 | $253,491 | |
| 8 | SF |
Stifel Financial Corp
|
2,895 | $201,984 |
All Filings in MS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,365,194 | 255,287 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $42,146,541 | 256,101 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $12,491,365 | 70,362 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,983,164 | 62,803 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,422,723 | 59,795 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,846,078 | 58,679 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,214,706 | 9,662 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $685,169 | 6,573 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $657,976 | 6,770 | Shares | Sole | 2024-08-14 | |
| 2022-03-31 | $261,063 | 2,987 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $212,614 | 2,166 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $335,914 | 3,452 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||