LS Investment Advisors, LLC

Position in MS — Morgan Stanley

CIK 1455845 Bloomfield Hills, MI

Position in MS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,400,568

+$328,395 QoQ

Shares Held

6,700

+2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,240

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

LS Investment Advisors, LLC holds $6,109,092 across 3 Capital Markets names. MS ranks #2 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	42,842	$3,953,031
2	MS	Morgan Stanley This page	6,700	$1,400,568
3	GS	Goldman Sachs Group Inc	747	$755,493

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,400,568	6,700	+2.8%	Shares	Sole	2026-07-21
2026-03-31	$1,072,173	6,515	-52.7%	Shares	Sole	2026-04-21
2025-12-31	$2,442,812	13,760	-2.9%	Shares	Sole	2026-01-26
2025-09-30	$2,251,668	14,165	-4.9%	Shares	Sole	2025-10-22
2025-06-30	$2,098,814	14,900	+3.2%	Shares	Sole	2025-07-16
2025-03-31	$1,684,131	14,435	+7.2%	Shares	Sole	2025-04-10
2024-12-31	$1,693,448	13,470	-0.4%	Shares	Sole	2025-01-24
2024-09-30	$1,409,846	13,525	+139.4%	Shares	Sole	2024-10-31
2024-06-30	$549,123	5,650	0.0%	Shares	Sole	2024-07-26
2024-03-31	$532,004	5,650	+1.8%	Shares	Sole	2024-04-30
2023-12-31	$517,537	5,550	0.0%	Shares	Sole	2024-01-12
2023-09-30	$453,268	5,550	0.0%	Shares	Sole	2023-10-18
2023-06-30	$473,970	5,550	0.0%	Shares	Sole	2023-07-20
2023-03-31	$487,290	5,550	0.0%	Shares	Sole	2023-04-26
2022-12-31	$471,861	5,550	0.0%	Shares	Sole	2023-01-20
2022-09-30	$438,505	5,550	0.0%	Shares	Sole	2022-10-28
2022-06-30	$422,133	5,550	0.0%	Shares	Sole	2022-10-28
2022-03-31	$485,070	5,550	0.0%	Shares	Sole	2022-05-10
2021-12-31	$544,788	5,550	0.0%	Shares	Sole	2022-02-14
2021-09-30	$540,070	5,550	0.0%	Shares	Sole	2021-10-21
2021-06-30	$508,879	5,550	-86.5%	Shares	Sole	2021-08-11
2021-03-31	$3,201,533	41,225	-2.4%	Shares	Sole	2021-05-13
2020-12-31	$2,894,158	42,232	-4.0%	Shares	Sole	2021-02-10
2020-09-30	$2,126,819	43,988	+1.8%	Shares	Sole	2020-11-12
2020-06-30	$2,086,318	43,195	+11.4%	Shares	Defined	2020-08-10
2020-03-31	$1,318,826	38,789	—	Shares	Defined	2020-04-20
No filing history on record for this holder in this stock.