Cambridge Investment Research Advisors, Inc.
Position in MS — Morgan Stanley
CIK 1419186
FAIRFIELD, IA
Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$36,280,146
+$9,458,692 QoQ
Shares Held
173,556
+6.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#331
of 2,736 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $135,351,376 across 35 Capital Markets names. MS ranks #2 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
46,937 | $47,470,673 | |
| 2 | MS |
Morgan Stanley
This page
|
173,556 | $36,280,146 | |
| 3 | SCHW |
Schwab Charles Corp
|
161,254 | $14,878,906 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
96,528 | $9,679,827 | |
| 5 | IREN |
IREN Ltd
|
98,267 | $4,493,749 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
32,980 | $2,065,537 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
139,475 | $1,856,412 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
64,548 | $1,767,324 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,280,146 | 173,556 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $26,821,454 | 162,979 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $26,402,439 | 148,721 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $22,705,051 | 142,835 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $22,691,700 | 161,094 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $19,140,296 | 164,055 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $18,635,475 | 148,230 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,110,734 | 144,961 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $12,826,941 | 131,978 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $15,494,875 | 164,559 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $16,568,007 | 177,673 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $13,873,854 | 169,877 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $13,118,294 | 153,610 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $14,868,227 | 169,342 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $13,519,370 | 159,014 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $13,307,654 | 168,430 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $12,888,367 | 169,450 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $12,503,444 | 143,060 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $12,283,644 | 125,139 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $11,724,492 | 120,486 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $10,467,330 | 114,160 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $8,513,322 | 109,623 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $5,774,200 | 84,258 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,939,341 | 60,793 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,589,511 | 74,317 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $2,381,836 | 70,054 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||