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Equibles

FLPUTNAM INVESTMENT MANAGEMENT CO

Position in MS — Morgan Stanley

CIK 1140334 PORTLAND, ME
Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$51,972,360
+$12,303,256 QoQ
Shares Held
248,624
+3.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#272
of 2,738 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority Sole 59% Shared 0% None 41%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

FLPUTNAM INVESTMENT MANAGEMENT CO holds $145,420,302 across 9 Capital Markets names. MS ranks #1 (35.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MS
Morgan Stanley
This page 		248,624 $51,972,360
2 SCHW
Schwab Charles Corp
 278,750 $25,720,262
3 EVR
Evercore Inc.
 73,592 $25,127,252
4 GS
Goldman Sachs Group Inc
 16,969 $17,161,937
5 HLI
Houlihan Lokey, Inc.
 109,973 $14,750,678
6 PJT
PJT Partners Inc.
 66,276 $10,003,699
7 TW
Tradeweb Markets Inc.
 2,910 $290,010
8 XP
XP Inc.
 15,340 $249,428

All Filings in MS

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $51,972,360 248,624
2026-03-31 $39,669,104 241,047
2025-12-31 $31,295,343 176,282
2025-09-30 $12,382,666 77,898
2025-06-30 $10,015,427 71,102
2025-03-31 $10,340,345 88,629
2024-12-31 $9,570,435 76,125
2024-09-30 $7,667,164 73,553
2024-06-30 $6,497,248 66,851
2024-03-31 $6,177,837 65,610
2023-12-31 $6,177,532 66,247
2023-09-30 $9,258,356 113,363
2023-06-30 $9,267,522 108,519
2023-03-31 $9,995,942 113,849
2022-12-31 $9,494,863 111,678
2022-09-30 $8,323,861 105,352
2022-06-30 $7,741,310 101,779
2022-03-31 $9,566,454 109,456
2021-12-31 $10,044,123 102,324
2021-09-30 $9,880,078 101,532
2021-06-30 $9,338,626 101,850
2021-03-31 $7,038,636 90,634
2020-12-31 $4,492,895 65,561
2020-09-30 $857,100 17,727
2020-06-30 $853,412 17,669