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Equibles

Orion Porfolio Solutions, LLC

Position in MS — Morgan Stanley

CIK 1360533 OMAHA, NE
Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$18,499,203
+$4,125,166 QoQ
Shares Held
88,496
+1.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#446
of 2,738 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority Sole 45% Shared 0% None 55%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Orion Porfolio Solutions, LLC holds $82,826,683 across 22 Capital Markets names. MS ranks #2 (22.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 19,904 $20,130,308
2 MS
Morgan Stanley
This page 		88,496 $18,499,203
3 SCHW
Schwab Charles Corp
 123,183 $11,366,095
4 SF
Stifel Financial Corp
 58,941 $4,112,313
5 PIPR
Piper Sandler Companies
 54,143 $3,916,704
6 VIRT
Virtu Financial, Inc.
 61,185 $3,644,790
7 EVR
Evercore Inc.
 8,421 $2,875,266
8 PJT
PJT Partners Inc.
 18,203 $2,747,560

All Filings in MS

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $18,499,203 88,496
2026-03-31 $14,374,037 87,343
2025-12-31 $16,534,079 93,134
2025-09-30 $14,237,252 89,565
2025-06-30 $12,055,362 85,584
2025-03-31 $10,082,388 86,418
2024-12-31 $11,125,842 88,497
2024-09-30 $9,322,808 89,436
2024-06-30 $8,957,419 92,164
2024-03-31 $8,798,687 93,444
2023-12-31 $8,719,341 93,505
2023-09-30 $8,061,482 98,708
2023-06-30 $9,547,890 111,802
2023-03-31 $10,401,841 118,472
2022-12-31 $8,723,477 102,605
2022-09-30 $7,906,925 100,075
2022-06-30 $7,571,088 99,541
2022-03-31 $10,507,140 120,219
2021-12-31 $11,927,519 121,511
2021-09-30 $12,825,166 131,797
2021-06-30 $12,084,466 131,797
2021-03-31 $6,008,787 77,373
2020-12-31 $481,354 7,024
2020-09-30 $2,136,779 44,194