Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,358,760
+$289,055 QoQ
Shares Held
6,500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,255
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026ROBOTTI ROBERT holds $17,766,143 across 2 Capital Markets names. MS ranks #2 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JEF |
Jefferies Financial Group Inc.
|
328,279 | $16,407,383 | |
| 2 | MS |
Morgan Stanley
This page
|
6,500 | $1,358,760 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,358,760 | 6,500 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $1,069,705 | 6,500 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,153,945 | 6,500 | Shares | Other | 2026-02-19 | |
| 2025-09-30 | $1,067,416 | 6,715 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $945,874 | 6,715 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $783,439 | 6,715 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $844,209 | 6,715 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $752,091 | 7,215 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $701,225 | 7,215 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $679,364 | 7,215 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $672,798 | 7,215 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $589,249 | 7,215 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $616,161 | 7,215 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $633,477 | 7,215 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $613,419 | 7,215 | Shares | Other | 2023-03-03 | |
| 2022-09-30 | $728,077 | 9,215 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $624,832 | 8,215 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $630,591 | 7,215 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $687,120 | 7,000 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $681,170 | 7,000 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $825,210 | 9,000 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $698,940 | 9,000 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $616,770 | 9,000 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $386,800 | 8,000 | Shares | Other | 2020-11-16 | |
| 2020-06-30 | $386,400 | 8,000 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $272,000 | 8,000 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||