Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$38,572,687
+$10,380,366 QoQ
Shares Held
184,523
+7.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#311
of 2,679 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BROWN ADVISORY INC holds $972,510,436 across 11 Capital Markets names. MS ranks #2 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
9,318,993 | $859,863,483 | |
| 2 | MS |
Morgan Stanley
This page
|
184,523 | $38,572,687 | |
| 3 | LCLN |
Lincoln International, Inc.
|
1,319,335 | $31,492,526 | |
| 4 | GS |
Goldman Sachs Group Inc
|
16,269 | $16,453,977 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
118,776 | $15,931,424 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
49,151 | $4,928,862 | |
| 7 | SF |
Stifel Financial Corp
|
24,351 | $1,698,969 | |
| 8 | TW |
Tradeweb Markets Inc.
|
14,809 | $1,475,864 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,572,687 | 184,523 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $28,192,321 | 171,309 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $29,845,455 | 168,115 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $26,406,275 | 166,119 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $23,232,180 | 164,931 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $18,207,986 | 156,064 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $19,647,144 | 156,277 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $16,150,006 | 154,931 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $15,396,645 | 158,418 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $18,648,669 | 198,053 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $13,598,834 | 145,832 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $11,980,008 | 146,688 | Shares | Defined | 2023-10-25 | |
| 2023-06-30 | $10,636,740 | 124,552 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $9,986,546 | 113,742 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $8,941,807 | 105,173 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $7,421,012 | 93,925 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,713,967 | 88,272 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $7,717,418 | 88,300 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $9,795,190 | 99,788 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $8,276,019 | 85,048 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $7,878,829 | 85,929 | Shares | Defined | 2021-07-29 | |
| 2021-03-31 | $6,662,994 | 85,797 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,360,985 | 49,044 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,229,417 | 46,110 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,265,318 | 46,901 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,224,960 | 65,440 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||