Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,484,771
+$2,040,612 QoQ
Shares Held
45,373
+0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#575
of 2,731 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, 2026Gotham Asset Management, LLC holds $82,162,607 across 13 Capital Markets names. MS ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TW |
Tradeweb Markets Inc.
|
268,429 | $26,751,634 | |
| 2 | GS |
Goldman Sachs Group Inc
|
16,642 | $16,831,219 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
109,329 | $9,515,996 | |
| 4 | MS |
Morgan Stanley
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|
45,373 | $9,484,771 | |
| 5 | EVR |
Evercore Inc.
|
20,624 | $7,041,858 | |
| 6 | SCHW |
Schwab Charles Corp
|
42,753 | $3,944,819 | |
| 7 | PJT |
PJT Partners Inc.
|
14,399 | $2,173,385 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
18,685 | $1,873,731 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,484,771 | 45,373 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,444,159 | 45,234 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,972,162 | 44,906 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,069,746 | 44,475 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,655,563 | 33,051 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,538,601 | 30,330 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,685,481 | 29,315 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,979,700 | 28,585 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,505,169 | 25,776 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,403,622 | 25,527 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,358,758 | 25,295 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,273,153 | 15,589 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,348,636 | 15,792 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,504,365 | 17,134 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,040,899 | 12,243 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $812,064 | 10,278 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $762,881 | 10,030 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,083,323 | 12,395 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,507,246 | 15,355 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,119,411 | 21,780 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,668,482 | 18,197 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,418,643 | 31,144 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,906,436 | 27,819 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,296,650 | 26,818 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $875,823 | 18,133 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,542,546 | 45,369 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||