Position in MS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$25,662,222
-$22,218,684 QoQ
Shares Held
155,935
-42.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 61.50319043191074.ToString("F0")%
Shared 0.ToString("F0")%
None 38.49680956808927.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Clearbridge Investments, LLC holds $744,732,535 across 9 Capital Markets names. MS ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
3,957,222 | $371,899,723 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
2,201,406 | $152,557,435 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
625,228 | $89,795,245 | |
| 4 | PJT |
PJT Partners Inc.
|
376,736 | $52,637,553 | |
| 5 | MS |
Morgan Stanley
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|
155,935 | $25,662,222 | |
| 6 | BGC |
BGC Group, Inc.
|
2,373,055 | $23,208,477 | |
| 7 | GS |
Goldman Sachs Group Inc
|
19,923 | $16,854,658 | |
| 8 | WULF |
Terawulf Inc.
|
649,805 | $9,376,686 |
All Filings in MS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,662,222 | 155,935 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $47,880,906 | 269,706 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $57,628,245 | 362,533 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $54,237,156 | 385,043 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $47,114,612 | 403,828 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $62,862,011 | 500,016 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $60,606,908 | 581,417 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $60,817,225 | 625,756 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $61,191,853 | 649,871 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $62,855,628 | 674,055 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $70,250,492 | 860,175 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $61,400,892 | 718,980 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $61,941,231 | 705,481 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $66,117,503 | 777,670 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $59,847,941 | 757,473 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $53,796,629 | 707,292 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $66,343,592 | 759,080 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $68,318,771 | 695,994 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $68,544,580 | 704,394 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $56,340,937 | 614,472 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $42,461,303 | 546,759 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $26,522,686 | 387,023 | Shares | Sole | 2021-02-10 | |
| 2020-06-30 | $15,456 | 320 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $10,880 | 320 | Shares | Defined | 2020-05-22 | |
| No filing history on record for this holder in this stock. | ||||||