Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$196,614,662
+$114,896,112 QoQ
Shares Held
940,560
+89.4% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#115
of 2,731 holders
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WESTFIELD CAPITAL MANAGEMENT CO LP holds $719,011,744 across 10 Capital Markets names. MS ranks #2 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
793,061 | $223,389,422 | |
| 2 | MS |
Morgan Stanley
This page
|
940,560 | $196,614,662 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
955,544 | $95,821,952 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
463,415 | $62,157,853 | |
| 5 | MRX |
Marex Group Ltd
|
688,665 | $41,974,131 | |
| 6 | WULF |
Terawulf Inc.
|
1,336,673 | $33,015,823 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
1,013,804 | $27,757,953 | |
| 8 | MIAX |
Miami International Holdings, Inc.
|
700,741 | $26,039,535 |
All Filings in MS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $196,614,662 | 940,560 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $81,718,550 | 496,558 | Shares | Sole | 2026-05-11 | |
| 2022-09-30 | $61,901,095 | 783,459 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $58,822,674 | 773,372 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $66,322,878 | 758,843 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $135,456,088 | 1,379,952 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $139,488,630 | 1,433,446 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $118,948,520 | 1,297,290 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $129,436,853 | 1,666,712 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $105,913,457 | 1,545,505 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||