Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,153,154
+$637,542 QoQ
Shares Held
15,084
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#902
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Dorsey & Whitney Trust CO LLC holds $12,595,719 across 9 Capital Markets names. MS ranks #2 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
39,508 | $3,645,397 | |
| 2 | MS |
Morgan Stanley
This page
|
15,084 | $3,153,154 | |
| 3 | GS |
Goldman Sachs Group Inc
|
2,494 | $2,522,349 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
12,039 | $1,207,268 | |
| 5 | PIPR |
Piper Sandler Companies
|
15,197 | $1,099,350 | |
| 6 | NMR |
Nomura Holdings Inc
|
31,162 | $273,600 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
2,973 | $258,766 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
820 | $230,974 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,153,154 | 15,084 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,515,612 | 15,286 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $2,668,270 | 15,030 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,344,655 | 14,750 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,134,869 | 15,156 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $1,766,845 | 15,144 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,848,834 | 14,706 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $1,786,773 | 17,141 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,337,719 | 13,764 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $1,228,595 | 13,048 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $1,184,550 | 12,703 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $906,696 | 11,102 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $974,410 | 11,410 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $1,055,880 | 12,026 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $1,128,127 | 13,269 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $1,005,557 | 12,727 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $960,177 | 12,624 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,119,941 | 12,814 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $1,277,943 | 13,019 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $1,220,360 | 12,541 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $1,151,900 | 12,563 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $962,204 | 12,390 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $832,021 | 12,141 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $340,576 | 7,044 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $359,399 | 7,441 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $310,012 | 9,118 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||