Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$658,685
+$140,125 QoQ
Shares Held
3,151
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,640
of 2,723 holders
Holding Since
Sep 2020
8 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LEVIN CAPITAL STRATEGIES, L.P. holds $17,538,533 across 7 Capital Markets names. MS ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,038 | $9,140,762 | |
| 2 | LAZ |
Lazard, Inc.
|
138,527 | $5,809,822 | |
| 3 | BGC |
BGC Group, Inc.
|
76,418 | $816,908 | |
| 4 | MS |
Morgan Stanley
This page
|
3,151 | $658,685 | |
| 5 | MIAX |
Miami International Holdings, Inc.
|
14,515 | $539,377 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
6,500 | $324,870 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
4,165 | $248,109 |
All Filings in MS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $658,685 | 3,151 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $518,560 | 3,151 | Shares | Other | 2026-05-13 | |
| 2023-12-31 | $850,906 | 9,125 | Shares | Other | 2024-02-06 | |
| 2023-09-30 | $510,437 | 6,250 | Shares | Other | 2023-10-31 | |
| 2022-06-30 | $798,630 | 10,500 | Shares | Other | 2022-08-15 | |
| 2021-06-30 | $366,760 | 4,000 | Shares | Other | 2021-08-12 | |
| 2020-12-31 | $274,120 | 4,000 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $323,945 | 6,700 | Shares | Other | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||