Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$93,057,500
+$19,873,386 QoQ
Shares Held
445,166
+0.1% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#186
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, 2026GATEWAY INVESTMENT ADVISERS LLC holds $117,535,364 across 13 Capital Markets names. MS ranks #1 (79.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
445,166 | $93,057,500 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
56,373 | $5,653,084 | |
| 3 | GS |
Goldman Sachs Group Inc
|
4,595 | $4,647,245 | |
| 4 | EVR |
Evercore Inc.
|
9,205 | $3,142,955 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
54,210 | $2,709,415 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
6,591 | $1,856,552 | |
| 7 | SF |
Stifel Financial Corp
|
22,928 | $1,599,686 | |
| 8 | IREN |
IREN Ltd
|
34,515 | $1,578,370 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,057,500 | 445,166 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $73,184,114 | 444,699 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $77,997,627 | 439,349 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $69,678,526 | 438,340 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $62,212,086 | 441,659 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $51,793,896 | 443,935 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $55,362,310 | 440,362 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $46,494,271 | 446,031 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $49,503,434 | 509,347 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $49,793,879 | 528,822 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $49,300,342 | 528,690 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $43,356,071 | 530,869 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $47,535,177 | 556,618 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $48,827,072 | 556,117 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $51,123,291 | 601,309 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $47,222,301 | 597,675 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $45,757,163 | 601,593 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $52,444,544 | 600,052 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $62,054,101 | 632,173 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $61,403,680 | 631,011 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $57,921,581 | 631,711 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $46,740,136 | 601,856 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $37,582,057 | 548,403 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $26,394,506 | 545,905 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $26,425,944 | 547,121 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $21,666,942 | 637,263 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||