Baldwin Investment Management, LLC
Position in MS — Morgan Stanley
CIK 1346378
WEST CONSHOHOCKEN, PA
Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,194,387
+$985,108 QoQ
Shares Held
20,065
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#807
of 2,723 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Baldwin Investment Management, LLC holds $11,282,067 across 2 Capital Markets names. MS ranks #2 (37.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,008 | $7,087,680 | |
| 2 | MS |
Morgan Stanley
This page
|
20,065 | $4,194,387 |
All Filings in MS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,194,387 | 20,065 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,209,279 | 19,501 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,492,547 | 19,673 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,127,061 | 19,672 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,798,465 | 19,867 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,341,916 | 20,073 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,615,353 | 20,803 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,329,451 | 22,347 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,369,492 | 24,380 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,389,498 | 25,377 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,999,932 | 21,447 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,717,683 | 21,032 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,645,828 | 19,272 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,731,591 | 19,722 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,677,869 | 19,735 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,594,421 | 20,180 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,630,193 | 21,433 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,927,607 | 22,055 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,090,611 | 21,298 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,033,779 | 20,900 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,994,991 | 21,758 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,804,274 | 23,233 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,427,754 | 20,834 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $908,206 | 18,784 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||