Position in MS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$164,032,642
+$57,929,262 QoQ
Shares Held
784,695
+21.7% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
1.80%
of 13F equity value
Holder Rank
#135
of 2,723 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KAMES CAPITAL plc holds $174,278,157 across 2 Capital Markets names. MS ranks #1 (94.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
784,695 | $164,032,642 | |
| 2 | SF |
Stifel Financial Corp
|
146,847 | $10,245,515 |
All Filings in MS
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,032,642 | 784,695 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $106,103,380 | 644,731 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $127,263,623 | 716,857 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $122,795,805 | 772,495 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $112,292,324 | 797,191 | Shares | Sole | 2026-04-10 | |
| 2025-03-31 | $88,071,849 | 754,880 | Shares | Sole | 2026-04-10 | |
| 2024-12-31 | $86,626,108 | 689,040 | Shares | Sole | 2026-04-10 | |
| 2024-09-30 | $74,970,450 | 719,210 | Shares | Sole | 2026-04-10 | |
| 2024-06-30 | $60,395,129 | 621,413 | Shares | Sole | 2026-04-10 | |
| 2024-03-31 | $56,786,295 | 603,083 | Shares | Sole | 2026-04-10 | |
| 2023-12-31 | $54,415,757 | 583,547 | Shares | Sole | 2026-04-10 | |
| 2023-06-30 | $50,439,460 | 590,626 | Shares | Sole | 2026-04-10 | |
| 2023-03-31 | $51,856,962 | 590,626 | Shares | Sole | 2025-09-02 | |
| 2022-12-31 | $65,824,779 | 774,227 | Shares | Sole | 2023-10-19 | |
| 2022-09-30 | $61,171,675 | 774,227 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $59,263,061 | 779,162 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $71,758,196 | 821,032 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $39,371,485 | 401,095 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $34,532,302 | 354,869 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $16,180,534 | 176,470 | Shares | Sole | 2021-07-28 | |
| No filing history on record for this holder in this stock. | ||||||