Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$95,740
-$49,575 QoQ
Shares Held
458
-48.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,469
of 2,681 holders
Holding Since
Sep 2020
21 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, 2026Ancora Advisors LLC holds $51,431,058 across 11 Capital Markets names. MS ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
|
214,346 | $28,750,228 | |
| 2 | SF |
Stifel Financial Corp
|
254,005 | $17,721,928 | |
| 3 | SCHW |
Schwab Charles Corp
|
25,476 | $2,350,670 | |
| 4 | SNEX |
StoneX Group Inc.
|
19,765 | $2,342,152 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,192 | $119,533 | |
| 6 | MS |
Morgan Stanley
This page
|
458 | $95,740 | |
| 7 | BGC |
BGC Group, Inc.
|
4,000 | $42,760 | |
| 8 | MARA |
MARA Holdings, Inc.
|
225 | $3,125 |
All Filings in MS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,740 | 458 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $145,315 | 883 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $146,817 | 827 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $59,133 | 372 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $60,006 | 426 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $34,650 | 297 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $33,190 | 264 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,446 | 129 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,662 | 120 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,097 | 86 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $8,019 | 86 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,023 | 86 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,344 | 86 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,726 | 88 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,740 | 44 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,347 | 93 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,606 | 100 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,128 | 93 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,128 | 93 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,049 | 93 | Shares | Sole | 2021-11-15 | |
| 2020-09-30 | $14,118 | 292 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||