Hodges Capital Management Inc.

Position in MS — Morgan Stanley

CIK 1337263 DALLAS, TX

Position in MS

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$4,471,037

-$356,536 QoQ

Shares Held

27,168

-0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

17 quarters on record

Voting authority Sole 48% Shared 0% None 52%

Financial Services · as of Mar 31, 2026

Hodges Capital Management Inc. holds $58,391,364 across 6 Capital Markets names. MS ranks #4 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WULF	Terawulf Inc.	2,501,589	$36,097,929
2	CRCL	Circle Internet Group, Inc.	95,534	$9,114,898
3	GS	Goldman Sachs Group Inc	8,951	$7,572,456
4	MS	Morgan Stanley This page	27,168	$4,471,037
5	SCHW	Schwab Charles Corp	11,471	$1,078,044
6	HIVE	HIVE Digital Technologies Ltd.	30,000	$57,000

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,471,037	27,168	-0.1%	Shares	Sole	2026-04-28
2025-12-31	$4,827,573	27,193	-0.6%	Shares	Sole	2026-02-11
2025-09-30	$4,347,714	27,351	-0.0%	Shares	Sole	2025-11-07
2025-06-30	$3,854,352	27,363	-0.3%	Shares	Sole	2025-08-07
2025-03-31	$3,200,491	27,432	-28.5%	Shares	Sole	2025-06-02
2024-12-31	$4,825,133	38,380	-13.5%	Shares	Sole	2025-01-24
2024-09-30	$4,626,588	44,384	+1.9%	Shares	Sole	2024-11-15
2024-06-30	$4,231,555	43,539	+3.7%	Shares	Sole	2024-08-02
2024-03-31	$3,954,343	41,996	-30.2%	Shares	Sole	2024-04-16
2023-12-31	$5,608,614	60,146	+140.6%	Shares	Sole	2024-02-13
2023-09-30	$2,041,668	24,999	—	Shares	Sole	2023-11-14
2023-06-30	$0	0	-100.0%	Shares	Sole	2023-08-07
2023-03-31	$1,088,456	12,397	+25.1%	Shares	Sole	2023-05-15
2022-12-31	$842,633	9,911	+340.5%	Shares	Sole	2023-02-03
2021-12-31	$220,860	2,250	-0.9%	Shares	Sole	2022-02-07
2021-09-30	$220,893	2,270	0.0%	Shares	Sole	2021-10-06
2021-06-30	$208,136	2,270	—	Shares	Sole	2021-07-06
No filing history on record for this holder in this stock.