Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$33,944,960
+$33,678,851 QoQ
Shares Held
162,385
+9942.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#339
of 2,723 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $230,572,905 across 8 Capital Markets names. MS ranks #4 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PIPR |
Piper Sandler Companies
|
1,237,090 | $89,491,090 | |
| 2 | GS |
Goldman Sachs Group Inc
|
39,333 | $39,780,216 | |
| 3 | EVR |
Evercore Inc.
|
104,279 | $35,605,021 | |
| 4 | MS |
Morgan Stanley
This page
|
162,385 | $33,944,960 | |
| 5 | PWP |
Perella Weinberg Partners
|
1,860,521 | $29,693,915 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
13,635 | $1,367,317 | |
| 7 | MRX |
Marex Group Ltd
|
5,693 | $346,988 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
25,800 | $343,398 |
All Filings in MS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,944,960 | 162,385 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $266,109 | 1,617 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $320,441 | 1,805 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $262,760 | 1,653 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $252,561 | 1,793 | Shares | Defined | 2025-10-08 | |
| 2024-12-31 | $203,792 | 1,621 | Shares | Defined | 2025-02-14 | |
| 2023-09-30 | $1,638,545 | 20,063 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,827,730 | 21,402 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,879,095 | 21,402 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,823,764 | 21,451 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,565,504 | 19,814 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,582,884 | 20,811 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,802,013 | 20,618 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,896,745 | 19,323 | Shares | Defined | 2022-02-25 | |
| 2021-09-30 | $1,822,227 | 18,726 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,773,559 | 19,343 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,397,957 | 18,001 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,217,161 | 17,761 | Shares | Defined | 2021-04-13 | |
| No filing history on record for this holder in this stock. | ||||||