LAZARD ASSET MANAGEMENT LLC

Position in MS — Morgan Stanley

CIK 1207017 NEW YORK, NY

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$44,821,102

+$5,707,421 QoQ

Shares Held

214,414

-9.8% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#287

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 69% Shared 0% None 31%

Financial Services · as of Jun 30, 2026

LAZARD ASSET MANAGEMENT LLC holds $546,179,819 across 24 Capital Markets names. MS ranks #4 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	3,346,506	$308,782,108
2	GS	Goldman Sachs Group Inc	82,366	$83,302,501
3	BGC	BGC Group, Inc.	5,415,536	$57,892,079
4	MS	Morgan Stanley This page	214,414	$44,821,102
5	SF	Stifel Financial Corp	90,386	$6,306,231
6	XP	XP Inc.	360,925	$5,868,640
7	TW	Tradeweb Markets Inc.	54,081	$5,389,712
8	HOOD	Robinhood Markets, Inc.	42,353	$4,247,158

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,821,102	214,414	-9.8%	Shares	Sole	2026-08-14
2026-03-31	$39,113,681	237,672	+48.5%	Shares	Sole	2026-05-15
2025-12-31	$28,421,310	160,093	-6.7%	Shares	Sole	2026-02-17
2025-09-30	$27,270,700	171,557	+19.5%	Shares	Sole	2025-11-14
2025-06-30	$20,224,255	143,577	-56.9%	Shares	Sole	2025-08-14
2025-03-31	$38,848,776	332,980	+22.6%	Shares	Sole	2025-05-15
2024-12-31	$34,157,117	271,692	+141.9%	Shares	Sole	2025-02-14
2024-09-30	$11,706,568	112,304	-47.0%	Shares	Sole	2024-11-14
2024-06-30	$20,602,043	211,977	+470.9%	Shares	Sole	2024-08-14
2024-03-31	$3,496,160	37,130	-10.3%	Shares	Sole	2024-07-09
2023-12-31	$3,860,083	41,395	+1.2%	Shares	Sole	2024-02-14
2023-09-30	$3,341,772	40,918	-3.0%	Shares	Sole	2023-11-14
2023-06-30	$3,604,221	42,204	-38.5%	Shares	Sole	2023-08-15
2023-03-31	$6,027,996	68,656	+126.6%	Shares	Sole	2023-05-15
2022-12-31	$2,575,425	30,292	+77.0%	Shares	Sole	2023-02-15
2022-09-30	$1,352,493	17,118	-15.2%	Shares	Sole	2022-11-14
2022-06-30	$1,534,890	20,180	+6.0%	Shares	Sole	2022-08-09
2022-03-31	$1,663,395	19,032	-12.9%	Shares	Sole	2022-05-13
2021-12-31	$2,144,304	21,845	-3.0%	Shares	Sole	2022-02-09
2021-09-30	$2,191,615	22,522	-38.9%	Shares	Sole	2021-11-15
2021-06-30	$3,381,985	36,885	-17.3%	Shares	Sole	2021-08-12
2021-03-31	$3,463,014	44,592	-77.9%	Shares	Sole	2021-05-14
2020-12-31	$13,854,161	202,162	+340.9%	Shares	Sole	2021-02-11
2020-09-30	$2,217,040	45,854	+72.0%	Shares	Sole	2020-11-13
2020-06-30	$1,287,677	26,660	-97.0%	Shares	Sole	2020-08-13
2020-03-31	$30,426,226	894,889	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.