Position in MS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$81,718,550
+$19,817,455 QoQ
Shares Held
496,558
-36.6% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
9 quarters on record
Voting authority
Sole 78.93297459712662.ToString("F0")%
Shared 0.ToString("F0")%
None 21.06702540287338.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026WESTFIELD CAPITAL MANAGEMENT CO LP holds $518,111,970 across 6 Capital Markets names. MS ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
881,506 | $265,183,449 | |
| 2 | MS |
Morgan Stanley
This page
|
496,558 | $81,718,550 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
543,611 | $78,073,411 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
633,384 | $43,893,511 | |
| 5 | RIOT |
Riot Platforms, Inc.
|
3,499,880 | $43,258,516 | |
| 6 | GS |
Goldman Sachs Group Inc
|
7,074 | $5,984,533 |
All Filings in MS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||