Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,870,202
+$3,896,728 QoQ
Shares Held
85,487
+0.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#449
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, 2026Advisors Asset Management, Inc. holds $59,147,169 across 16 Capital Markets names. MS ranks #2 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
28,942 | $29,271,070 | |
| 2 | MS |
Morgan Stanley
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|
85,487 | $17,870,202 | |
| 3 | EVR |
Evercore Inc.
|
10,339 | $3,530,148 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
29,126 | $2,920,755 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
23,691 | $2,062,064 | |
| 6 | SCHW |
Schwab Charles Corp
|
17,467 | $1,611,680 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
1,775 | $499,982 | |
| 8 | GOLD |
Gold.com, Inc.
|
7,167 | $298,218 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,870,202 | 85,487 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,973,474 | 84,909 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,882,313 | 78,197 | Shares | Sole | 2026-08-21 | |
| 2025-09-30 | $12,561,496 | 79,023 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $10,934,680 | 77,628 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,768,545 | 83,728 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,970,373 | 71,352 | Shares | Sole | 2026-08-21 | |
| 2024-09-30 | $8,544,135 | 81,966 | Shares | Sole | 2026-08-21 | |
| 2024-06-30 | $8,234,131 | 84,722 | Shares | Sole | 2026-08-21 | |
| 2024-03-31 | $7,889,289 | 83,786 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,054,189 | 86,372 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,178,515 | 100,141 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,665,965 | 101,475 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,155,696 | 104,279 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,393,349 | 110,484 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,187,470 | 128,939 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $10,451,404 | 137,410 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $12,640,836 | 144,632 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $12,447,767 | 126,811 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $9,552,241 | 98,163 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,194,089 | 78,461 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $5,370,732 | 69,157 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,877,985 | 41,996 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,468,969 | 30,382 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,472,280 | 30,482 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,020,476 | 30,014 | Shares | Sole | 2026-08-21 | |
| No filing history on record for this holder in this stock. | ||||||