Position in MS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$14,004,843
+$5,613,091 QoQ
Shares Held
66,996
+31.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#486
of 2,718 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Diversified Trust Co holds $45,780,263 across 16 Capital Markets names. MS ranks #2 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
17,988 | $18,192,523 | |
| 2 | MS |
Morgan Stanley
This page
|
66,996 | $14,004,843 | |
| 3 | SCHW |
Schwab Charles Corp
|
24,714 | $2,280,360 | |
| 4 | BGC |
BGC Group, Inc.
|
185,459 | $1,982,556 | |
| 5 | TW |
Tradeweb Markets Inc.
|
14,852 | $1,480,150 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
10,396 | $1,042,510 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
6,983 | $936,629 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
3,249 | $915,178 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,004,843 | 66,996 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $8,391,752 | 50,992 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $9,031,305 | 50,872 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $7,668,706 | 48,243 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $4,147,340 | 29,443 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $3,418,197 | 29,298 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,356,952 | 34,656 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $2,739,427 | 26,280 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,634,140 | 27,103 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $842,637 | 8,949 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,182,689 | 12,683 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $911,436 | 11,160 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $665,863 | 7,797 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,188,108 | 13,532 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $904,442 | 10,638 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $788,044 | 9,974 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,219,317 | 16,031 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,224,386 | 14,009 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $1,147,294 | 11,688 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,208,200 | 12,416 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $1,488,495 | 16,234 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,100,908 | 14,176 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,177,413 | 17,181 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $806,236 | 16,675 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $525,359 | 10,877 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $405,586 | 11,929 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||