Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$49,665,604
+$9,333,941 QoQ
Shares Held
237,589
-3.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#274
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 1%
None 9%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KEYBANK NATIONAL ASSOCIATION/OH holds $81,564,970 across 14 Capital Markets names. MS ranks #1 (60.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
237,589 | $49,665,604 | |
| 2 | GS |
Goldman Sachs Group Inc
|
20,424 | $20,656,219 | |
| 3 | SCHW |
Schwab Charles Corp
|
50,459 | $4,655,850 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
21,108 | $2,116,709 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
9,767 | $850,119 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
2,203 | $620,541 | |
| 7 | LAZ |
Lazard, Inc.
|
12,589 | $527,982 | |
| 8 | NMR |
Nomura Holdings Inc
|
54,894 | $481,968 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,665,604 | 237,589 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $40,331,663 | 245,073 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $43,368,980 | 244,291 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $38,104,937 | 239,714 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $34,072,061 | 241,886 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $28,751,571 | 246,435 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $31,410,889 | 249,848 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $26,148,916 | 250,853 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $24,603,745 | 253,151 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $24,262,959 | 257,678 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $24,488,848 | 262,615 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $22,229,593 | 272,188 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $23,673,135 | 277,203 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $24,733,786 | 281,706 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $24,349,216 | 286,394 | Shares | Defined | 2023-01-31 | |
| 2022-09-30 | $22,798,334 | 288,550 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $21,754,148 | 286,013 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $25,517,828 | 291,966 | Shares | Defined | 2022-04-28 | |
| 2021-12-31 | $28,890,352 | 294,319 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $28,994,195 | 297,957 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $27,819,845 | 303,412 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $24,475,946 | 315,168 | Shares | Defined | 2021-09-03 | |
| 2020-12-31 | $21,897,253 | 319,528 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $15,992,536 | 330,766 | Shares | Defined | 2020-10-29 | |
| 2020-06-30 | $16,746,575 | 346,720 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $12,061,874 | 354,761 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||