Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$646,692,833
+$136,463,461 QoQ
Shares Held
3,093,632
-0.2% QoQ
Ownership
0.197%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#47
of 2,731 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,919,177,389 across 31 Capital Markets names. MS ranks #1 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
3,093,632 | $646,692,833 | |
| 2 | SCHW |
Schwab Charles Corp
|
5,571,968 | $514,125,487 | |
| 3 | GS |
Goldman Sachs Group Inc
|
292,463 | $295,788,304 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
290,125 | $81,722,410 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
937,891 | $81,634,032 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
531,618 | $53,310,653 | |
| 7 | SF |
Stifel Financial Corp
|
638,582 | $44,553,866 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
288,794 | $38,735,939 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $646,692,833 | 3,093,632 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $510,229,372 | 3,100,379 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $498,722,956 | 2,809,232 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $464,318,503 | 2,920,977 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $429,405,653 | 3,048,457 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $343,789,622 | 2,946,684 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $311,870,083 | 2,480,672 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $263,406,557 | 2,526,924 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $244,184,237 | 2,512,442 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $227,204,501 | 2,412,962 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $179,350,242 | 1,923,327 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $150,441,040 | 1,842,060 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $123,971,251 | 1,451,654 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $126,126,982 | 1,436,526 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $116,082,312 | 1,365,353 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $106,688,072 | 1,350,311 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $103,275,484 | 1,357,816 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $171,537,969 | 1,962,677 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $191,244,833 | 1,948,297 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $183,130,219 | 1,881,926 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $120,773,792 | 1,317,197 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $107,075,977 | 1,378,779 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $97,477,003 | 1,422,399 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $69,661,616 | 1,440,778 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $69,446,947 | 1,437,825 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $35,576,716 | 1,046,374 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||