Position in MS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$11,686,172
+$3,178,562 QoQ
Shares Held
55,904
+8.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#522
of 2,723 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Equitable Holdings, Inc. holds $51,243,234 across 8 Capital Markets names. MS ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
30,378 | $30,723,397 | |
| 2 | MS |
Morgan Stanley
This page
|
55,904 | $11,686,172 | |
| 3 | SCHW |
Schwab Charles Corp
|
54,020 | $4,984,425 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
14,544 | $1,265,909 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
10,012 | $1,004,003 | |
| 6 | EVR |
Evercore Inc.
|
2,411 | $823,211 | |
| 7 | IREN |
IREN Ltd
|
14,039 | $642,003 | |
| 8 | HIVE |
HIVE Digital Technologies Ltd.
|
31,350 | $114,114 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,686,172 | 55,904 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $8,507,610 | 51,696 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,697,292 | 32,092 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,214,523 | 32,804 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,428,920 | 31,442 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $3,369,429 | 28,880 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,490,490 | 27,764 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,781,644 | 26,685 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,910,354 | 29,945 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,705,781 | 28,736 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,915,274 | 31,263 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,327,676 | 28,501 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,226,719 | 26,074 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,698,930 | 19,350 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,465,914 | 17,242 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,207,904 | 15,288 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $715,116 | 9,402 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $863,949 | 9,885 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $901,108 | 9,180 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $753,471 | 7,743 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $649,990 | 7,089 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $525,835 | 6,771 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $225,874 | 3,296 | Shares | Defined | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||