Position in MS
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$7,258,853
+$736,401 QoQ
Shares Held
44,108
+20.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 69%
Shared 19%
None 12%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Savant Capital, LLC holds $20,123,316 across 11 Capital Markets names. MS ranks #1 (36.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
44,108 | $7,258,853 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,251 | $6,980,263 | |
| 3 | SCHW |
Schwab Charles Corp
|
29,135 | $2,738,107 | |
| 4 | SBET |
Sharplink, Inc.
|
215,945 | $1,392,845 | |
| 5 | NMR |
Nomura Holdings Inc
|
55,488 | $437,800 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
5,513 | $382,050 | |
| 7 | EVR |
Evercore Inc.
|
851 | $254,032 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
5,212 | $229,223 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,258,853 | 44,108 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,522,452 | 36,740 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,876,592 | 36,969 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $4,998,698 | 35,487 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $3,625,053 | 31,071 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $4,702,430 | 37,404 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,922,759 | 37,632 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,143,610 | 32,345 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,011,990 | 31,988 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,826,127 | 30,307 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,250,090 | 27,551 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,260,623 | 26,471 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,110,273 | 24,035 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,855,731 | 21,827 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,671,456 | 21,155 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,652,251 | 21,723 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,920,702 | 21,976 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,091,102 | 21,303 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,933,160 | 19,866 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,739,542 | 18,972 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,471,889 | 18,953 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,199,137 | 17,498 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $663,216 | 13,717 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $634,806 | 13,143 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $395,522 | 11,633 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||