HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

Position in MS — Morgan Stanley

CIK 1164833 Los Angeles, CA

Position in MS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$279,769

-$270,574 QoQ

Shares Held

1,700

-45.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC holds $50,029,763 across 3 Capital Markets names. MS ranks #3 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SF	Stifel Financial Corp	571,756	$42,264,203
2	VIRT	Virtu Financial, Inc.	170,209	$7,485,791
3	MS	Morgan Stanley This page	1,700	$279,769

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$279,769	1,700	-45.2%	Shares	Sole	2026-05-15
2025-12-31	$550,343	3,100	0.0%	Shares	Sole	2026-02-17
2025-09-30	$492,776	3,100	0.0%	Shares	Sole	2025-11-14
2025-06-30	$436,666	3,100	-5.8%	Shares	Sole	2025-08-14
2025-03-31	$383,844	3,290	-7.8%	Shares	Sole	2025-05-14
2024-12-31	$448,820	3,570	-19.2%	Shares	Sole	2025-02-14
2024-09-30	$460,740	4,420	-95.3%	Shares	Sole	2024-11-14
2024-06-30	$9,151,896	94,165	-1.8%	Shares	Sole	2024-08-14
2024-03-31	$9,024,765	95,845	+15.3%	Shares	Sole	2024-05-14
2023-12-31	$7,748,608	83,095	+2669.8%	Shares	Sole	2024-02-14
2023-09-30	$245,010	3,000	-6.2%	Shares	Sole	2023-11-13
2023-06-30	$273,280	3,200	0.0%	Shares	Sole	2023-08-11
2023-03-31	$280,960	3,200	0.0%	Shares	Sole	2023-05-15
2022-12-31	$272,064	3,200	-8.6%	Shares	Sole	2023-02-14
2022-09-30	$276,535	3,500	-7.9%	Shares	Sole	2022-11-14
2022-06-30	$289,028	3,800	+18.8%	Shares	Sole	2022-08-12
2022-03-31	$279,680	3,200	+39.1%	Shares	Sole	2022-05-13
2021-12-31	$225,768	2,300	-99.9%	Shares	Sole	2022-02-11
2020-12-31	$114,082,233	1,664,705	-8.6%	Shares	Sole	2021-02-16
2020-09-30	$88,107,963	1,822,295	-14.0%	Shares	Sole	2020-11-13
2020-06-30	$102,313,648	2,118,295	-38.3%	Shares	Sole	2020-08-13
2020-03-31	$116,667,430	3,431,395	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.