Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,503,767
-$1,190,277 QoQ
Shares Held
15,214
-26.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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 Mar 31, 2026Campbell & CO Investment Adviser LLC holds $26,041,635 across 11 Capital Markets names. MS ranks #6 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
|
39,651 | $5,694,676 | |
| 2 | SF |
Stifel Financial Corp
|
68,328 | $5,050,805 | |
| 3 | EVR |
Evercore Inc.
|
14,272 | $4,260,334 | |
| 4 | GS |
Goldman Sachs Group Inc
|
3,334 | $2,820,530 | |
| 5 | PJT |
PJT Partners Inc.
|
18,238 | $2,548,213 | |
| 6 | MS |
Morgan Stanley
This page
|
15,214 | $2,503,767 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
6,166 | $1,854,917 | |
| 8 | PIPR |
Piper Sandler Companies
|
11,260 | $861,953 |
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,503,767 | 15,214 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,694,044 | 20,808 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,574,975 | 9,908 | Shares | Sole | 2025-10-28 | |
| 2025-03-31 | $595,600 | 5,105 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $724,398 | 5,762 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||