Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,084,803
+$914,619 QoQ
Shares Held
14,757
+11.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#913
of 2,723 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MATHER GROUP, LLC. holds $7,091,323 across 19 Capital Markets names. MS ranks #1 (43.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
14,757 | $3,084,803 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,835 | $1,855,863 | |
| 3 | SCHW |
Schwab Charles Corp
|
7,944 | $732,992 | |
| 4 | PURR |
Hyperliquid Strategies Inc
|
44,146 | $347,429 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,396 | $340,550 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
939 | $264,497 | |
| 7 | IREN |
IREN Ltd
|
3,613 | $165,222 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
584 | $78,331 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,084,803 | 14,757 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,170,184 | 13,187 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,396,122 | 13,497 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,051,537 | 12,906 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,799,768 | 12,777 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,415,207 | 12,130 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,423,904 | 11,326 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,150,913 | 11,041 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,051,887 | 10,823 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $892,448 | 9,478 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $894,081 | 9,588 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $966,809 | 11,838 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,000,631 | 11,717 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,047,629 | 11,932 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $977,389 | 11,496 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $845,643 | 10,703 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,034,111 | 13,596 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,204,197 | 13,778 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,213,944 | 12,367 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $462,222 | 4,750 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $434,977 | 4,744 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $348,305 | 4,485 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $218,405 | 3,187 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||