Position in MS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$39,669,104
+$8,373,761 QoQ
Shares Held
241,047
+36.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026FLPUTNAM INVESTMENT MANAGEMENT CO holds $116,535,716 across 7 Capital Markets names. MS ranks #1 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
241,047 | $39,669,104 | |
| 2 | SCHW |
Schwab Charles Corp
|
321,887 | $30,250,940 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
173,532 | $24,922,665 | |
| 4 | GS |
Goldman Sachs Group Inc
|
13,856 | $11,722,037 | |
| 5 | PJT |
PJT Partners Inc.
|
67,611 | $9,446,608 | |
| 6 | TW |
Tradeweb Markets Inc.
|
3,245 | $381,806 | |
| 7 | NMR |
Nomura Holdings Inc
|
18,068 | $142,556 |
All Filings in MS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,669,104 | 241,047 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $31,295,343 | 176,282 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $12,382,666 | 77,898 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $10,015,427 | 71,102 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,340,345 | 88,629 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,570,435 | 76,125 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $7,667,164 | 73,553 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,497,248 | 66,851 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,177,837 | 65,610 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,177,532 | 66,247 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $9,258,356 | 113,363 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $9,267,522 | 108,519 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,995,942 | 113,849 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $9,494,863 | 111,678 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $8,323,861 | 105,352 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $7,741,310 | 101,779 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $9,566,454 | 109,456 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $10,044,123 | 102,324 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $9,880,078 | 101,532 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $9,338,626 | 101,850 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $7,038,636 | 90,634 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,492,895 | 65,561 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $857,100 | 17,727 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $853,412 | 17,669 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||