Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$39,113,681
+$10,692,371 QoQ
Shares Held
237,672
+48.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 72.71618028206942.ToString("F0")%
Shared 0.ToString("F0")%
None 27.28381971793059.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026LAZARD ASSET MANAGEMENT LLC holds $448,950,703 across 17 Capital Markets names. MS ranks #3 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,863,815 | $269,141,332 | |
| 2 | GS |
Goldman Sachs Group Inc
|
121,523 | $102,807,242 | |
| 3 | MS |
Morgan Stanley
This page
|
237,672 | $39,113,681 | |
| 4 | SF |
Stifel Financial Corp
|
115,003 | $8,501,021 | |
| 5 | TW |
Tradeweb Markets Inc.
|
41,421 | $4,873,594 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
125,601 | $4,264,153 | |
| 7 | XP |
XP Inc.
|
206,689 | $3,935,358 | |
| 8 | BGC |
BGC Group, Inc.
|
316,614 | $3,096,484 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,113,681 | 237,672 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,421,310 | 160,093 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $27,270,700 | 171,557 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,224,255 | 143,577 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $38,848,776 | 332,980 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $34,157,117 | 271,692 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,706,568 | 112,304 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $20,602,043 | 211,977 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,496,160 | 37,130 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $3,860,083 | 41,395 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,341,772 | 40,918 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,604,221 | 42,204 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $6,027,996 | 68,656 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,575,425 | 30,292 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,352,493 | 17,118 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,534,890 | 20,180 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,663,395 | 19,032 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,144,304 | 21,845 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,191,615 | 22,522 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,381,985 | 36,885 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,463,014 | 44,592 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $13,854,161 | 202,162 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,217,040 | 45,854 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,287,677 | 26,660 | 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. | ||||||