WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC
Position in MS — Morgan Stanley
CIK 1165805
INDIANAPOLIS, IN
Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,283,533
+$912,627 QoQ
Shares Held
30,059
-7.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#682
of 2,723 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC holds $41,360,003 across 2 Capital Markets names. MS ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
|
261,511 | $35,076,470 | |
| 2 | MS |
Morgan Stanley
This page
|
30,059 | $6,283,533 |
All Filings in MS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,283,533 | 30,059 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,370,906 | 32,636 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $98,818,168 | 556,628 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $90,906,521 | 571,883 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $86,850,754 | 616,575 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $72,126,444 | 618,209 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $78,081,800 | 621,077 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $64,757,953 | 621,239 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $60,338,370 | 620,829 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $57,297,395 | 608,511 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $55,218,920 | 592,160 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $47,880,997 | 586,274 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $48,868,185 | 572,227 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $49,338,858 | 561,946 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $46,900,262 | 551,638 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $43,761,821 | 553,877 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $41,699,210 | 548,241 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $47,648,469 | 545,177 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $54,567,340 | 555,902 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $51,655,845 | 530,838 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $52,955,009 | 577,544 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $45,376,116 | 584,292 | Shares | Sole | 2021-05-10 | |
| 2020-06-30 | $20,962 | 434 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $14,756 | 434 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||