DONALDSON CAPITAL MANAGEMENT, LLC

Position in MS — Morgan Stanley

CIK 1487438 EVANSVILLE, IN

Position in MS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$75,726,621

-$585,639 QoQ

Shares Held

362,259

-21.9% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

2.63%

of 13F equity value

Holder Rank

#210

of 2,723 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

DONALDSON CAPITAL MANAGEMENT, LLC holds $155,091,170 across 3 Capital Markets names. MS ranks #1 (48.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	362,259	$75,726,621
2	GS	Goldman Sachs Group Inc	67,621	$68,389,850
3	IBKR	Interactive Brokers Group, Inc.	126,088	$10,974,699

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$75,726,621	362,259	-21.9%	Shares	Sole	2026-08-05
2026-03-31	$76,312,260	463,707	+0.3%	Shares	Sole	2026-04-30
2025-12-31	$82,109,400	462,510	-1.0%	Shares	Sole	2026-01-14
2025-09-30	$74,273,424	467,246	+2.0%	Shares	Sole	2025-11-04
2025-06-30	$64,540,643	458,190	-0.8%	Shares	Sole	2025-08-07
2025-03-31	$53,905,973	462,038	+10.8%	Shares	Sole	2025-04-15
2024-12-31	$52,418,576	416,947	+2382.4%	Shares	Sole	2025-02-07
2024-09-30	$1,750,815	16,796	-2.0%	Shares	Sole	2024-10-29
2024-06-30	$1,665,739	17,139	-7.7%	Shares	Sole	2024-07-31
2024-03-31	$1,749,210	18,577	-64.7%	Shares	Sole	2024-04-22
2023-12-31	$4,903,271	52,582	+0.8%	Shares	Sole	2024-01-30
2023-09-30	$4,259,580	52,156	-7.3%	Shares	Sole	2023-10-11
2023-06-30	$4,804,604	56,260	-1.1%	Shares	Sole	2023-07-17
2023-03-31	$4,994,766	56,888	+6.3%	Shares	Sole	2023-04-13
2022-12-31	$4,551,630	53,536	+3.5%	Shares	Sole	2023-02-08
2022-09-30	$4,084,975	51,702	+9.6%	Shares	Sole	2022-10-13
2022-06-30	$3,589,347	47,191	-4.2%	Shares	Sole	2022-08-11
2022-03-31	$4,306,809	49,277	+9.0%	Shares	Sole	2022-05-13
2021-12-31	$4,438,402	45,216	+4.5%	Shares	Sole	2022-01-21
2021-09-30	$4,210,409	43,268	+2.9%	Shares	Sole	2021-11-04
2021-06-30	$3,856,298	42,058	+15.6%	Shares	Sole	2021-07-28
2021-03-31	$2,826,125	36,391	—	Shares	Sole	2021-05-05
No filing history on record for this holder in this stock.