Position in MS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$951,132
+$202,339 QoQ
Shares Held
4,550
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,435
of 2,722 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Renaissance Investment Group LLC holds $951,132 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
4,550 | $951,132 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $951,132 | 4,550 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $748,793 | 4,550 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $807,761 | 4,550 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $723,268 | 4,550 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $640,913 | 4,550 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $530,848 | 4,550 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $572,026 | 4,550 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $474,292 | 4,550 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $442,214 | 4,550 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $428,428 | 4,550 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $684,455 | 7,340 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $599,457 | 7,340 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $626,836 | 7,340 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $644,452 | 7,340 | Shares | Sole | 2023-04-05 | |
| 2022-12-31 | $624,046 | 7,340 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $623,388 | 7,890 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $600,113 | 7,890 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $689,586 | 7,890 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $775,267 | 7,898 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $767,775 | 7,890 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $723,434 | 7,890 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $612,737 | 7,890 | Shares | Sole | 2021-04-01 | |
| 2020-12-31 | $540,701 | 7,890 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $381,481 | 7,890 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $381,087 | 7,890 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $302,260 | 8,890 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||