Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,147,258
+$1,176,354 QoQ
Shares Held
10,272
-64.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,051
of 2,718 holders
Holding Since
Mar 2020
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ALPS ADVISORS INC holds $44,105,560 across 14 Capital Markets names. MS ranks #8 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
|
91,702 | $12,299,989 | |
| 2 | MC |
Moelis & Co
|
94,704 | $6,195,535 | |
| 3 | EVR |
Evercore Inc.
|
15,547 | $5,308,367 | |
| 4 | GS |
Goldman Sachs Group Inc
|
4,758 | $4,812,098 | |
| 5 | LAZ |
Lazard, Inc.
|
82,903 | $3,476,951 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
29,762 | $3,377,689 | |
| 7 | PJT |
PJT Partners Inc.
|
15,195 | $2,293,533 | |
| 8 | MS |
Morgan Stanley
This page
|
10,272 | $2,147,258 |
All Filings in MS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,147,258 | 10,272 | Shares | Defined | 2026-07-29 | |
| 2020-03-31 | $970,904 | 28,556 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||