Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$15,787,327
+$3,591,868 QoQ
Shares Held
75,523
+1.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#467
of 2,718 holders
Holding Since
Jun 2020
25 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, 2026Atria Investments, Inc holds $73,052,567 across 20 Capital Markets names. MS ranks #2 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
18,998 | $19,214,007 | |
| 2 | MS |
Morgan Stanley
This page
|
75,523 | $15,787,327 | |
| 3 | SCHW |
Schwab Charles Corp
|
153,187 | $14,134,564 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
74,186 | $6,457,149 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
12,538 | $3,531,703 | |
| 6 | SNEX |
StoneX Group Inc.
|
29,040 | $3,441,240 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
19,122 | $1,917,554 | |
| 8 | SF |
Stifel Financial Corp
|
20,044 | $1,398,469 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,787,327 | 75,523 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $12,195,459 | 74,105 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $12,735,469 | 71,737 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $11,829,644 | 74,419 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $12,090,999 | 85,837 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $11,987,259 | 102,745 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $13,237,687 | 105,295 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $11,035,159 | 105,863 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $9,324,991 | 95,946 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,370,070 | 88,892 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $8,014,651 | 85,948 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,585,460 | 80,635 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $6,409,697 | 75,055 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,712,749 | 76,455 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,450,797 | 52,350 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,315,605 | 54,621 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,790,334 | 62,981 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,624,220 | 75,792 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $6,973,875 | 71,046 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,058,173 | 51,980 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $5,084,027 | 55,448 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,551,624 | 45,733 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,908,207 | 42,437 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,748,045 | 36,154 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,720,542 | 35,622 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||