Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$36,779,960
+$6,931,900 QoQ
Shares Held
175,947
-3.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
2.34%
of 13F equity value
Holder Rank
#327
of 2,723 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Maple Capital Management, Inc. holds $37,095,633 across 2 Capital Markets names. MS ranks #1 (99.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
175,947 | $36,779,960 | |
| 2 | JEF |
Jefferies Financial Group Inc.
|
6,316 | $315,673 |
All Filings in MS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,779,960 | 175,947 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $29,848,060 | 181,370 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $39,375,798 | 221,798 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $35,786,505 | 225,129 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $33,265,638 | 236,161 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $29,038,112 | 248,891 | Shares | Sole | 2025-06-16 | |
| 2024-12-31 | $33,426,307 | 265,879 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $27,706,575 | 265,796 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $25,571,369 | 263,107 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $24,219,835 | 257,220 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $23,345,697 | 250,356 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $20,224,105 | 247,632 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $21,070,827 | 246,731 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $21,169,809 | 241,114 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $20,210,869 | 237,719 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $18,635,140 | 235,858 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $17,285,471 | 227,261 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $18,953,651 | 216,861 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $20,418,654 | 208,014 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $18,454,646 | 189,648 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $17,037,560 | 185,817 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $13,013,719 | 167,573 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $10,844,735 | 158,248 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,605,164 | 157,294 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,408,096 | 70,561 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||