Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in MS — Morgan Stanley
CIK 1510434
Seattle, WA
Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,482,606
+$657,927 QoQ
Shares Held
16,660
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#868
of 2,723 holders
Holding Since
Mar 2020
23 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, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $26,615,965 across 8 Capital Markets names. MS ranks #4 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
125,674 | $11,595,939 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
19,016 | $5,356,426 | |
| 3 | GS |
Goldman Sachs Group Inc
|
4,639 | $4,691,744 | |
| 4 | MS |
Morgan Stanley
This page
|
16,660 | $3,482,606 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
9,289 | $808,514 | |
| 6 | EVR |
Evercore Inc.
|
847 | $289,199 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
2,260 | $226,632 | |
| 8 | NMR |
Nomura Holdings Inc
|
18,782 | $164,905 |
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,482,606 | 16,660 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,824,679 | 17,164 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,696,173 | 20,820 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,534,951 | 22,238 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,780,012 | 19,736 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $1,863,219 | 15,970 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,208,020 | 17,563 | Shares | Other | 2025-01-22 | |
| 2024-09-30 | $1,540,562 | 14,779 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,306,719 | 13,445 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $957,795 | 10,172 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $770,991 | 8,268 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $658,586 | 8,064 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $524,441 | 6,141 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $866,761 | 9,872 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $571,504 | 6,722 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $515,935 | 6,530 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $457,196 | 6,011 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $507,269 | 5,804 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $600,444 | 6,117 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $280,058 | 2,878 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $212,262 | 2,315 | Shares | Sole | 2021-08-12 | |
| 2020-06-30 | $660,985 | 13,685 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $428,808 | 12,612 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||