Decatur Capital Management, Inc.

Position in MS — Morgan Stanley

CIK 1505961 Decatur, GA

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,136,436

+$667,393 QoQ

Shares Held

15,004

+0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

#903

of 2,723 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 81% Shared 0% None 19%

Financial Services · as of Jun 30, 2026

Decatur Capital Management, Inc. holds $8,167,128 across 3 Capital Markets names. MS ranks #1 (38.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	15,004	$3,136,436
2	SCHW	Schwab Charles Corp	32,459	$2,994,991
3	LPLA	LPL Financial Holdings Inc.	7,227	$2,035,701

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,136,436	15,004	+0.0%	Shares	Sole	2026-08-14
2026-03-31	$2,469,043	15,003	-1.5%	Shares	Sole	2026-05-13
2025-12-31	$2,705,024	15,237	-4.7%	Shares	Sole	2026-02-11
2025-09-30	$2,542,565	15,995	-0.0%	Shares	Sole	2025-11-13
2025-06-30	$2,253,196	15,996	0.0%	Shares	Sole	2025-08-14
2025-03-31	$1,866,253	15,996	+0.3%	Shares	Sole	2025-05-14
2024-12-31	$2,005,108	15,949	-1.5%	Shares	Sole	2025-02-13
2024-09-30	$1,687,228	16,186	+0.1%	Shares	Sole	2024-11-26
2024-06-30	$1,571,270	16,167	+2.8%	Shares	Sole	2024-08-14
2024-03-31	$1,480,195	15,720	-1.0%	Shares	Sole	2024-05-15
2023-12-31	$1,480,437	15,876	+7.9%	Shares	Sole	2024-02-14
2023-09-30	$1,202,100	14,719	0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,257,002	14,719	-1.4%	Shares	Sole	2023-08-09
2023-03-31	$1,310,590	14,927	-15.9%	Shares	Sole	2023-05-09
2022-12-31	$1,508,424	17,742	0.0%	Shares	Sole	2023-01-26
2022-09-30	$1,401,795	17,742	-0.0%	Shares	Sole	2022-11-03
2022-06-30	$1,349,532	17,743	+0.1%	Shares	Sole	2022-08-12
2022-03-31	$1,548,553	17,718	+11.1%	Shares	Sole	2022-05-13
2021-12-31	$1,565,455	15,948	-1.2%	Shares	Sole	2022-02-01
2021-09-30	$1,570,778	16,142	-54.1%	Shares	Sole	2021-11-02
2021-06-30	$3,225,929	35,183	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.