Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$264,644
+$70,616 QoQ
Shares Held
1,266
+7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,210
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $33,832,274 across 19 Capital Markets names. MS ranks #3 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
32,556 | $32,926,161 | |
| 2 | PIPR |
Piper Sandler Companies
|
5,240 | $379,061 | |
| 3 | MS |
Morgan Stanley
This page
|
1,266 | $264,644 | |
| 4 | SCHW |
Schwab Charles Corp
|
1,264 | $116,629 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
475 | $47,633 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
489 | $42,562 | |
| 7 | EVR |
Evercore Inc.
|
33 | $11,267 | |
| 8 | SF |
Stifel Financial Corp
|
133 | $9,279 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,644 | 1,266 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $194,028 | 1,179 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $188,536 | 1,062 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $195,202 | 1,228 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $151,847 | 1,078 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $126,120 | 1,081 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $111,387 | 886 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $92,877 | 891 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $86,596 | 891 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $83,331 | 885 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $84,857 | 910 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $101,679 | 1,245 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $106,323 | 1,245 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $158,918 | 1,810 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $155,331 | 1,827 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $151,699 | 1,920 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $125,118 | 1,645 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $97,625 | 1,117 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $121,129 | 1,234 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $95,753 | 984 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $80,045 | 873 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $66,942 | 862 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $59,072 | 862 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $29,638 | 613 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $30,863 | 639 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $20,502 | 603 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||