Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$34,898,391
+$6,897,300 QoQ
Shares Held
166,946
-1.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#337
of 2,723 holders
Holding Since
Jun 2022
17 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, 2026New York Life Investment Management LLC holds $119,559,779 across 9 Capital Markets names. MS ranks #2 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
41,091 | $41,558,204 | |
| 2 | MS |
Morgan Stanley
This page
|
166,946 | $34,898,391 | |
| 3 | SCHW |
Schwab Charles Corp
|
243,914 | $22,505,944 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
110,111 | $11,041,931 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
62,198 | $5,413,713 | |
| 6 | EVR |
Evercore Inc.
|
4,859 | $1,659,056 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
21,353 | $1,067,222 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
6,768 | $907,791 |
All Filings in MS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,898,391 | 166,946 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $28,001,091 | 170,147 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $30,265,491 | 170,481 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $28,129,084 | 176,957 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $26,023,462 | 184,747 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $21,322,842 | 182,762 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $23,131,222 | 183,990 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $19,242,495 | 184,598 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $18,558,915 | 190,955 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $17,852,735 | 189,600 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $18,436,270 | 197,708 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $18,400,331 | 225,301 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $19,986,332 | 234,032 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $20,726,769 | 236,068 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $17,591,998 | 206,916 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $16,625,600 | 210,424 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $16,734,873 | 220,022 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||