Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$992,103
+$210,890 QoQ
Shares Held
4,746
-0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,405
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026North Star Investment Management Corp. holds $6,328,796 across 19 Capital Markets names. MS ranks #2 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,764 | $4,818,166 | |
| 2 | MS |
Morgan Stanley
This page
|
4,746 | $992,103 | |
| 3 | LAZ |
Lazard, Inc.
|
8,125 | $340,762 | |
| 4 | SCHW |
Schwab Charles Corp
|
594 | $54,808 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
251 | $25,170 | |
| 6 | HUT |
Hut 8 Corp.
|
200 | $23,089 | |
| 7 | IREN |
IREN Ltd
|
450 | $20,578 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
200 | $12,526 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $992,103 | 4,746 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $781,213 | 4,747 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $848,948 | 4,782 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,074,728 | 6,761 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $986,583 | 7,004 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $840,490 | 7,204 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $905,686 | 7,204 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $752,195 | 7,216 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $735,145 | 7,564 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $725,785 | 7,708 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $718,771 | 7,708 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $629,512 | 7,708 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $658,263 | 7,708 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $676,762 | 7,708 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $442,614 | 5,206 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $407,059 | 5,152 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $403,041 | 5,299 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $451,945 | 5,171 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $513,376 | 5,230 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $498,811 | 5,126 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $446,071 | 4,865 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $359,565 | 4,630 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $317,293 | 4,630 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $225,794 | 4,670 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $225,561 | 4,670 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $392,904 | 11,556 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||