Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,365,658
+$249,380 QoQ
Shares Held
6,533
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,251
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, 2026INDEPENDENT INVESTORS INC holds $4,895,339 across 2 Capital Markets names. MS ranks #2 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,490 | $3,529,681 | |
| 2 | MS |
Morgan Stanley
This page
|
6,533 | $1,365,658 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,365,658 | 6,533 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,116,278 | 6,783 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,239,691 | 6,983 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,110,017 | 6,983 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $983,625 | 6,983 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $814,706 | 6,983 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $940,762 | 7,483 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $780,027 | 7,483 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $727,272 | 7,483 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $704,599 | 7,483 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $697,789 | 7,483 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $621,998 | 7,616 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $650,406 | 7,616 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $721,364 | 8,216 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $698,524 | 8,216 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $649,146 | 8,216 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $624,908 | 8,216 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $718,078 | 8,216 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $806,482 | 8,216 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $848,153 | 8,716 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $753,325 | 8,216 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $638,054 | 8,216 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $556,189 | 8,116 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $344,058 | 7,116 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $343,702 | 7,116 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $241,944 | 7,116 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||