Position in MS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$14,374,037
-$2,160,042 QoQ
Shares Held
87,343
-6.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Orion Porfolio Solutions, LLC holds $77,073,285 across 22 Capital Markets names. MS ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
17,932 | $15,170,292 | |
| 2 | MS |
Morgan Stanley
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|
87,343 | $14,374,037 | |
| 3 | SCHW |
Schwab Charles Corp
|
130,739 | $12,286,850 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
70,556 | $4,732,189 | |
| 5 | SF |
Stifel Financial Corp
|
58,461 | $4,321,437 | |
| 6 | PIPR |
Piper Sandler Companies
|
52,992 | $4,056,537 | |
| 7 | EVR |
Evercore Inc.
|
11,135 | $3,323,908 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
46,201 | $3,201,729 |
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,374,037 | 87,343 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $16,534,079 | 93,134 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $14,237,252 | 89,565 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,055,362 | 85,584 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $10,082,388 | 86,418 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $11,125,842 | 88,497 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $9,322,808 | 89,436 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $8,957,419 | 92,164 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $8,798,687 | 93,444 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $8,719,341 | 93,505 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $8,061,482 | 98,708 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $9,547,890 | 111,802 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $10,401,841 | 118,472 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $8,723,477 | 102,605 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $7,906,925 | 100,075 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $7,571,088 | 99,541 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $10,507,140 | 120,219 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,927,519 | 121,511 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $12,825,166 | 131,797 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $12,084,466 | 131,797 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $6,008,787 | 77,373 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $481,354 | 7,024 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,136,779 | 44,194 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||