Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$987,086
+$210,316 QoQ
Shares Held
4,722
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
#1,408
of 2,723 holders
Holding Since
Dec 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, 2026Orca Investment Management, LLC holds $1,408,667 across 2 Capital Markets names. MS ranks #1 (70.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
4,722 | $987,086 | |
| 2 | SCHW |
Schwab Charles Corp
|
4,569 | $421,581 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $987,086 | 4,722 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $776,770 | 4,720 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $837,941 | 4,720 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $761,895 | 4,793 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $675,141 | 4,793 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $559,899 | 4,799 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $603,330 | 4,799 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $568,524 | 5,454 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $586,736 | 6,037 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $571,174 | 6,066 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $645,476 | 6,922 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $565,319 | 6,922 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $591,138 | 6,922 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $607,751 | 6,922 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $588,508 | 6,922 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $545,643 | 6,906 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $544,589 | 7,160 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $625,784 | 7,160 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $702,825 | 7,160 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $731,187 | 7,514 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $785,416 | 8,566 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $800,907 | 10,313 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $706,749 | 10,313 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||