Position in MS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$6,074,936
+$4,745,698 QoQ
Shares Held
36,914
+34.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026ALGERT GLOBAL LLC holds $140,017,743 across 20 Capital Markets names. MS ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
368,515 | $27,240,628 | |
| 2 | BGC |
BGC Group, Inc.
|
1,729,755 | $16,917,003 | |
| 3 | MRX |
Marex Group plc
|
333,712 | $14,876,880 | |
| 4 | VIRT |
Virtu Financial, Inc.
|
333,495 | $14,667,110 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
250,671 | $10,345,192 | |
| 6 | LAZ |
Lazard, Inc.
|
181,790 | $7,722,439 | |
| 7 | EVR |
Evercore Inc.
|
23,049 | $6,880,356 | |
| 8 | MS |
Morgan Stanley
This page
|
36,914 | $6,074,936 |
All Filings in MS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,074,936 | 36,914 | Shares | Sole | 2026-05-14 | |
| 2020-09-30 | $1,329,238 | 27,492 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,015,459 | 21,024 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $431,494 | 12,691 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||