Position in MS
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$13,998,159
+$3,877,529 QoQ
Shares Held
85,059
+49.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Edgestream Partners, L.P. holds $60,680,342 across 10 Capital Markets names. MS ranks #2 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
17,869 | $15,116,995 | |
| 2 | MS |
Morgan Stanley
This page
|
85,059 | $13,998,159 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
55,338 | $7,947,643 | |
| 4 | RIOT |
Riot Platforms, Inc.
|
559,354 | $6,913,615 | |
| 5 | SF |
Stifel Financial Corp
|
83,350 | $6,161,232 | |
| 6 | LAZ |
Lazard, Inc.
|
79,856 | $3,392,282 | |
| 7 | MARA |
MARA Holdings, Inc.
|
350,934 | $2,863,621 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
37,399 | $2,508,350 |
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,998,159 | 85,059 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $10,120,630 | 57,008 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $345,738 | 2,175 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,581,121 | 75,118 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,835,535 | 75,731 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,558,173 | 12,394 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,504,757 | 33,622 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $405,170 | 4,303 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $253,919 | 2,723 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,356,538 | 16,610 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $411,286 | 4,816 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,884,890 | 21,468 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $776,997 | 9,139 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,095,848 | 39,183 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,793,835 | 36,732 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,792,399 | 20,508 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,414,637 | 24,599 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,414,595 | 14,537 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,844,252 | 20,114 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,408,136 | 56,762 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,865,444 | 41,813 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,950,340 | 81,703 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||