Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$83,923,497
+$19,046,383 QoQ
Shares Held
401,471
+1.8% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
#199
of 2,723 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Lazard Freres Gestion S.A.S. holds $84,865,082 across 2 Capital Markets names. MS ranks #1 (98.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
401,471 | $83,923,497 | |
| 2 | GS |
Goldman Sachs Group Inc
|
931 | $941,585 |
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,923,497 | 401,471 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $64,877,114 | 394,222 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $86,063,525 | 484,783 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $82,971,397 | 521,964 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $60,890,679 | 432,278 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $49,636,434 | 425,443 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $59,091,920 | 470,028 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $54,600,703 | 523,798 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $51,761,936 | 532,585 | Shares | Other | 2024-07-29 | |
| 2024-03-31 | $49,924,291 | 530,207 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $47,678,538 | 511,298 | Shares | Other | 2024-02-08 | |
| 2023-09-30 | $41,687,716 | 510,441 | Shares | Other | 2023-11-09 | |
| 2023-06-30 | $43,462,707 | 508,931 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $43,128 | 546,768 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $47,113,322 | 554,144 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $45,187,715 | 571,924 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $46,302,437 | 608,762 | Shares | Other | 2022-07-28 | |
| 2022-03-31 | $56,243,822 | 643,522 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $68,569,177 | 698,545 | Shares | Other | 2022-01-20 | |
| 2021-09-30 | $73,452,701 | 754,832 | Shares | Other | 2021-11-04 | |
| 2021-06-30 | $73,143,130 | 797,722 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $65,497,046 | 843,382 | Shares | Other | 2021-05-05 | |
| 2020-12-31 | $63,384,013 | 924,909 | Shares | Other | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||