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Equibles

Savant Capital, LLC

Position in MS — Morgan Stanley

CIK 1482880 ROCKFORD, IL
Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$18,236,022
+$10,977,169 QoQ
Shares Held
87,237
+97.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#448
of 2,735 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 72% Shared 16% None 12%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Savant Capital, LLC holds $42,292,506 across 17 Capital Markets names. MS ranks #1 (43.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MS
Morgan Stanley
This page 		87,237 $18,236,022
2 GS
Goldman Sachs Group Inc
 10,893 $11,016,853
3 SCHW
Schwab Charles Corp
 61,009 $5,629,300
4 SBET
Sharplink, Inc.
 431,890 $2,073,072
5 HOOD
Robinhood Markets, Inc.
 11,250 $1,128,150
6 NMR
Nomura Holdings Inc
 99,877 $876,920
7 MRX
Marex Group Ltd
 10,841 $660,758
8 VIRT
Virtu Financial, Inc.
 10,511 $626,140

All Filings in MS

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $18,236,022 87,237
2026-03-31 $7,258,853 44,108
2025-12-31 $6,522,452 36,740
2025-09-30 $5,876,592 36,969
2025-06-30 $4,998,698 35,487
2025-03-31 $3,625,053 31,071
2024-12-31 $4,702,430 37,404
2024-09-30 $3,922,759 37,632
2024-06-30 $3,143,610 32,345
2024-03-31 $3,011,990 31,988
2023-12-31 $2,826,127 30,307
2023-09-30 $2,250,090 27,551
2023-06-30 $2,260,623 26,471
2023-03-31 $2,110,273 24,035
2022-12-31 $1,855,731 21,827
2022-09-30 $1,671,456 21,155
2022-06-30 $1,652,251 21,723
2022-03-31 $1,920,702 21,976
2021-12-31 $2,091,102 21,303
2021-09-30 $1,933,160 19,866
2021-06-30 $1,739,542 18,972
2021-03-31 $1,471,889 18,953
2020-12-31 $1,199,137 17,498
2020-09-30 $663,216 13,717
2020-06-30 $634,806 13,143
2020-03-31 $395,522 11,633