Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,445,140
+$520,165 QoQ
Shares Held
11,697
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,010
of 2,731 holders
Holding Since
Mar 2020
22 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, 2026Allen Investment Management, LLC holds $318,773,358 across 4 Capital Markets names. MS ranks #2 (0.8% of the industry book) .
All Filings in MS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,445,140 | 11,697 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $1,924,975 | 11,697 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $2,052,069 | 11,559 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $626,938 | 3,944 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $555,551 | 3,944 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $470,646 | 4,034 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $507,154 | 4,034 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $420,504 | 4,034 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $392,064 | 4,034 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $379,841 | 4,034 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $376,170 | 4,034 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,307,046 | 16,004 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,366,827 | 16,005 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $1,405,239 | 16,005 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $1,360,745 | 16,005 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,288,969 | 16,314 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $1,266,931 | 16,657 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $1,318,341 | 15,084 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $1,480,645 | 15,084 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $416,486 | 4,280 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $345,345 | 7,150 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $243,100 | 7,150 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||