Position in MS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,741,353
+$629,910 QoQ
Shares Held
34,887
+21.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026BROWN BROTHERS HARRIMAN & CO holds $103,005,350 across 18 Capital Markets names. MS ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
146,193 | $43,979,240 | |
| 2 | TW |
Tradeweb Markets Inc.
|
351,431 | $41,349,371 | |
| 3 | GS |
Goldman Sachs Group Inc
|
7,688 | $6,503,971 | |
| 4 | MS |
Morgan Stanley
This page
|
34,887 | $5,741,353 | |
| 5 | SCHW |
Schwab Charles Corp
|
35,544 | $3,340,425 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
10,670 | $739,431 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
8,484 | $569,021 | |
| 8 | PJT |
PJT Partners Inc.
|
3,036 | $424,189 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,741,353 | 34,887 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,111,443 | 28,792 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,697,409 | 23,260 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,090,890 | 21,943 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,114,410 | 18,123 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,455,185 | 19,529 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,949,288 | 18,700 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,899,870 | 19,548 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,854,575 | 19,696 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,873,765 | 20,094 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,577,701 | 19,318 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,557,183 | 18,234 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,802,885 | 20,534 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,644,626 | 19,344 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,617,492 | 20,472 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,333,103 | 17,527 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,491,918 | 17,070 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,018,311 | 10,374 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,025,160 | 10,535 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $975,031 | 10,634 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $812,944 | 10,468 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $821,948 | 11,994 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $588,032 | 12,162 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $588,632 | 12,187 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $422,076 | 12,414 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||