Position in MS
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$70,420,161
+$14,360,626 QoQ
Shares Held
427,904
+35.5% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Janney Montgomery Scott LLC holds $157,832,577 across 23 Capital Markets names. MS ranks #1 (44.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
427,904 | $70,420,161 | |
| 2 | SCHW |
Schwab Charles Corp
|
445,881 | $41,903,896 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
199,570 | $13,385,159 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
103,423 | $7,167,213 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
19,661 | $5,914,618 | |
| 6 | SNEX |
StoneX Group Inc.
|
44,601 | $5,395,605 | |
| 7 | LAZ |
Lazard, Inc.
|
70,653 | $3,001,339 | |
| 8 | MC |
Moelis & Co
|
49,620 | $2,828,340 |
All Filings in MS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $70,420,161 | 427,904 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $56,059,535 | 315,775 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $49,826,488 | 313,453 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $46,150,102 | 327,631 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $38,885,644 | 333,296 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $39,416,363 | 313,525 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $33,068,993 | 317,239 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $29,176,729 | 300,203 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $30,650,869 | 325,519 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $31,696,327 | 339,907 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $28,266,884 | 346,111 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $28,073,798 | 328,733 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $27,878,870 | 317,527 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $28,673,930 | 337,261 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $27,024,342 | 342,037 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $24,820,963 | 326,334 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $33,057,651 | 378,234 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $30,691,098 | 312,664 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $29,665,050 | 304,851 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $28,003,409 | 305,414 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $22,139,312 | 285,080 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $17,760,097 | 259,158 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $12,880,730 | 266,406 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $12,450,967 | 257,784 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,327,768 | 39,052 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||