Mariner, LLC

Position in MS — Morgan Stanley

CIK 1373442 Overland Park, KS

Position in MS

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$147,595,426

-$7,871,321 QoQ

Shares Held

896,855

+2.4% QoQ

Ownership

0.057%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Mariner, LLC holds $636,643,596 across 30 Capital Markets names. MS ranks #3 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	2,121,331	$199,362,686
2	GS	Goldman Sachs Group Inc	197,078	$166,726,016
3	MS	Morgan Stanley This page	896,855	$147,595,426
4	SNEX	StoneX Group Inc.	256,666	$20,700,112
5	SF	Stifel Financial Corp	228,651	$16,901,881
6	MKTX	Marketaxess Holdings Inc	79,144	$13,057,176
7	EVR	Evercore Inc.	40,337	$12,040,997
8	TW	Tradeweb Markets Inc.	99,256	$11,678,460

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$147,595,426	896,855	+2.4%	Shares	Sole	2026-05-13
2025-12-31	$155,466,747	875,721	+3.7%	Shares	Sole	2026-02-13
2025-09-30	$134,209,290	844,296	+6.8%	Shares	Other	2025-11-14
2025-06-30	$111,392,931	790,806	+3.6%	Shares	Sole	2025-08-14
2025-03-31	$89,029,825	763,091	+4.9%	Shares	Sole	2025-05-15
2024-12-31	$91,448,224	727,396	+4.6%	Shares	Other	2025-02-13
2024-09-30	$72,491,934	695,433	+4.5%	Shares	Sole	2024-11-13
2024-06-30	$64,681,985	665,521	+3.1%	Shares	Other	2024-08-13
2024-03-31	$60,800,428	645,714	-0.2%	Shares	Sole	2024-05-15
2023-12-31	$60,315,964	646,820	-1.3%	Shares	Sole	2024-02-14
2023-09-30	$53,528,314	655,422	+2.5%	Shares	Sole	2023-11-13
2023-06-30	$54,632,172	639,721	+102.6%	Shares	Sole	2023-08-11
2023-03-31	$27,718,547	315,701	-5.8%	Shares	Sole	2023-05-15
2022-12-31	$28,494,877	335,155	+10.1%	Shares	Sole	2023-02-14
2022-09-30	$24,055,700	304,464	-30.7%	Shares	Sole	2022-11-10
2022-06-30	$33,404,563	439,187	+6.1%	Shares	Sole	2022-08-15
2022-03-31	$36,187,008	414,039	+5.7%	Shares	Sole	2022-05-13
2021-12-31	$38,449,959	391,707	+59.7%	Shares	Sole	2022-02-14
2021-09-30	$23,870,240	245,301	-23.3%	Shares	Sole	2021-11-15
2021-06-30	$29,342,450	320,018	+141.7%	Shares	Sole	2021-08-24
2021-03-31	$10,283,814	132,421	+42.1%	Shares	Sole	2021-05-07
2020-12-31	$6,386,173	93,188	+17.6%	Shares	Sole	2021-02-16
2020-09-30	$3,832,366	79,263	-4.5%	Shares	Sole	2020-11-13
2020-06-30	$4,007,934	82,980	-4.8%	Shares	Sole	2020-08-14
2020-03-31	$2,963,406	87,159	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.