Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$62,781,816
+$12,477,213 QoQ
Shares Held
300,334
-1.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#241
of 2,722 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 19%
Shared 81%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $132,719,638 across 16 Capital Markets names. MS ranks #1 (47.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
300,334 | $62,781,816 | |
| 2 | GS |
Goldman Sachs Group Inc
|
20,220 | $20,449,899 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
106,674 | $10,697,268 | |
| 4 | SCHW |
Schwab Charles Corp
|
106,500 | $9,826,750 | |
| 5 | SF |
Stifel Financial Corp
|
105,174 | $7,337,988 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
71,640 | $6,235,545 | |
| 7 | MC |
Moelis & Co
|
53,041 | $3,469,941 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
19,791 | $2,654,565 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,781,816 | 300,334 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $50,304,603 | 305,673 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $53,517,835 | 301,458 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $45,872,355 | 288,578 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $41,214,787 | 292,594 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $34,285,342 | 293,866 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $38,487,540 | 306,137 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $36,823,610 | 353,258 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $34,261,221 | 352,518 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $28,256,375 | 300,089 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $31,728,869 | 340,256 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $29,033,355 | 355,496 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $30,788,747 | 360,524 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $30,215,488 | 344,140 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $29,195,184 | 343,392 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $27,849,204 | 352,477 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $30,704,506 | 403,688 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $40,378,885 | 462,001 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $43,425,490 | 442,395 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $47,119,347 | 484,219 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $47,336,518 | 516,267 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $45,796,642 | 589,707 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $43,303,486 | 631,891 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $24,534,576 | 507,437 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $24,938,013 | 516,315 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $7,490,880 | 220,320 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||