Hilltop Holdings Inc.

Position in MS — Morgan Stanley

CIK 1265131 DALLAS, TX

Position in MS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,314,072

+$827,841 QoQ

Shares Held

11,070

+22.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,023

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Financial Services · as of Jun 30, 2026

Hilltop Holdings Inc. holds $6,711,823 across 5 Capital Markets names. MS ranks #2 (34.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,204	$3,240,429
2	MS	Morgan Stanley This page	11,070	$2,314,072
3	SCHW	Schwab Charles Corp	6,889	$635,647
4	EVR	Evercore Inc.	854	$291,589
5	MRX	Marex Group Ltd	3,775	$230,086

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,314,072	11,070	+22.6%	Shares	Defined	2026-08-13
2026-03-31	$1,486,231	9,031	-83.6%	Shares	Defined	2026-05-14
2025-12-31	$9,747,107	54,904	-4.8%	Shares	Defined	2026-02-17
2025-09-30	$9,162,771	57,642	+0.1%	Shares	Defined	2025-11-14
2025-06-30	$8,113,817	57,602	+13.5%	Shares	Defined	2025-08-14
2025-03-31	$5,923,451	50,771	+20.1%	Shares	Defined	2025-05-15
2024-12-31	$5,316,446	42,288	+5.3%	Shares	Defined	2025-02-14
2024-09-30	$4,188,154	40,178	+394.0%	Shares	Defined	2024-11-14
2024-06-30	$790,542	8,134	+6.9%	Shares	Defined	2024-08-14
2024-03-31	$716,463	7,609	+3.4%	Shares	Defined	2024-05-15
2023-12-31	$686,413	7,361	-0.8%	Shares	Defined	2024-02-12
2023-09-30	$605,827	7,418	-1.8%	Shares	Defined	2023-11-14
2023-06-30	$644,940	7,552	-0.1%	Shares	Defined	2023-08-14
2023-03-31	$663,504	7,557	-3.1%	Shares	Defined	2023-05-15
2022-12-31	$663,240	7,801	+1.5%	Shares	Defined	2023-02-14
2022-09-30	$607,191	7,685	+6.6%	Shares	Defined	2022-11-14
2022-06-30	$548,164	7,207	-0.8%	Shares	Defined	2022-08-15
2022-03-31	$634,698	7,262	-8.3%	Shares	Defined	2022-05-16
2021-12-31	$776,936	7,915	-19.3%	Shares	Defined	2022-02-14
2021-09-30	$954,221	9,806	-5.5%	Shares	Defined	2021-11-15
2021-06-30	$951,832	10,381	+37.2%	Shares	Defined	2021-08-16
2021-03-31	$587,729	7,568	-45.5%	Shares	Defined	2021-05-17
2020-12-31	$950,784	13,874	+22.4%	Shares	Defined	2021-02-16
2020-09-30	$548,239	11,339	+7.2%	Shares	Defined	2020-11-16
2020-06-30	$511,013	10,580	+5.3%	Shares	Defined	2020-08-14
2020-03-31	$341,598	10,047	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.