Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$36,823,441
+$7,846,779 QoQ
Shares Held
176,155
+0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#327
of 2,731 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $356,287,489 across 37 Capital Markets names. MS ranks #2 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
213,232 | $215,656,447 | |
| 2 | MS |
Morgan Stanley
This page
|
176,155 | $36,823,441 | |
| 3 | SCHW |
Schwab Charles Corp
|
352,763 | $32,549,442 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
302,201 | $15,104,005 | |
| 5 | PJT |
PJT Partners Inc.
|
62,198 | $9,388,166 | |
| 6 | EVR |
Evercore Inc.
|
24,356 | $8,316,112 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
74,100 | $7,430,748 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
23,565 | $6,637,789 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,823,441 | 176,155 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $28,976,662 | 176,075 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,060,977 | 169,329 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,470,478 | 160,232 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $23,725,049 | 168,430 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $19,703,579 | 168,883 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $19,901,350 | 158,299 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,811,096 | 122,900 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,862,525 | 122,055 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $11,493,640 | 122,065 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,654,623 | 167,878 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,661,512 | 167,277 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $13,225,214 | 154,862 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $13,823,319 | 157,441 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,673,936 | 160,832 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $11,527,321 | 145,897 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $11,047,258 | 145,244 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $11,078,474 | 126,756 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $14,376,906 | 146,464 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,003,717 | 113,079 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $10,525,278 | 114,792 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,536,620 | 109,923 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,381,033 | 93,113 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,073,294 | 84,246 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $4,061,257 | 84,084 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,673,828 | 78,642 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||