Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,365,449
+$67,815 QoQ
Shares Held
6,532
-17.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,252
of 2,723 holders
Holding Since
Dec 2020
15 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, 2026LONGFELLOW INVESTMENT MANAGEMENT CO LLC holds $2,481,731 across 2 Capital Markets names. MS ranks #1 (55.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
6,532 | $1,365,449 | |
| 2 | SCHW |
Schwab Charles Corp
|
12,098 | $1,116,282 |
All Filings in MS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,365,449 | 6,532 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,297,634 | 7,885 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,399,824 | 7,885 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,253,399 | 7,885 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,398,035 | 9,925 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,318,254 | 11,299 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,138,897 | 9,059 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,245,146 | 11,945 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,153,936 | 11,873 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,110,334 | 11,792 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $892,589 | 9,572 | Shares | Sole | 2024-02-08 | |
| 2022-06-30 | $1,535,347 | 20,186 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,321,662 | 15,122 | Shares | Sole | 2022-05-16 | |
| 2021-03-31 | $797,801 | 10,273 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,763,002 | 25,726 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||