Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$6,113,792
+$1,465,842 QoQ
Shares Held
29,247
+3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#191
of 1,108 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GREENLEAF TRUST holds $24,819,422 across 14 Capital Markets names. MS ranks #2 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,398 | $8,493,485 | |
| 2 | MS |
Morgan Stanley
This page
|
29,247 | $6,113,792 | |
| 3 | SCHW |
Schwab Charles Corp
|
49,653 | $4,581,482 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
8,942 | $2,518,782 | |
| 5 | EVR |
Evercore Inc.
|
1,677 | $572,594 | |
| 6 | WULF |
Terawulf Inc.
|
19,501 | $481,674 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
4,472 | $448,451 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
15,352 | $420,337 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,113,792 | 29,247 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,647,950 | 28,243 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,893,258 | 27,563 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,430,373 | 27,871 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,044,794 | 28,715 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,644,186 | 31,235 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,134,302 | 32,885 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $3,322,650 | 31,875 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $3,086,851 | 31,761 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $2,899,751 | 30,796 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $2,744,067 | 29,427 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $3,095,047 | 37,897 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $3,079,182 | 36,056 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $3,429,116 | 39,056 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $3,265,788 | 38,412 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $3,016,127 | 38,174 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,673,585 | 35,151 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,938,475 | 33,621 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $3,338,617 | 34,012 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $3,035,780 | 31,197 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,766,103 | 30,168 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $2,261,847 | 29,125 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $1,715,717 | 25,036 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $1,049,340 | 21,703 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $901,036 | 18,655 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,125,774 | 33,111 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||