Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$227,470,637
+$33,707,073 QoQ
Shares Held
1,088,168
-7.6% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
3.58%
of 13F equity value
Holder Rank
#99
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 3%
None 4%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Evercore Wealth Management, LLC holds $235,466,466 across 6 Capital Markets names. MS ranks #1 (96.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,088,168 | $227,470,637 | |
| 2 | GS |
Goldman Sachs Group Inc
|
4,984 | $5,040,668 | |
| 3 | SCHW |
Schwab Charles Corp
|
16,285 | $1,502,616 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,071 | $608,799 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
11,963 | $597,910 | |
| 6 | EVR |
Evercore Inc.
|
720 | $245,836 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,470,637 | 1,088,168 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $193,763,564 | 1,177,393 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $215,983,351 | 1,216,602 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $197,767,221 | 1,244,132 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $177,757,149 | 1,261,942 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $144,903,906 | 1,241,998 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $160,220,332 | 1,274,422 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $133,717,611 | 1,282,786 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $125,586,778 | 1,292,178 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $122,272,880 | 1,298,565 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $118,856,915 | 1,274,605 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $100,110,513 | 1,225,793 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $110,553,288 | 1,294,535 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $112,995,175 | 1,286,961 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $109,448,285 | 1,287,324 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $100,920,420 | 1,277,312 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $96,197,644 | 1,264,760 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $112,519,196 | 1,287,405 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $126,049,414 | 1,284,122 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $123,738,129 | 1,271,587 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $118,070,587 | 1,287,715 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $100,321,341 | 1,291,802 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $88,034,665 | 1,284,615 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $61,567,391 | 1,273,369 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $60,278,254 | 1,247,997 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $41,191,408 | 1,211,512 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||