Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$109,264,998
+$30,181,872 QoQ
Shares Held
522,699
+8.8% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#166
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Mar 31, 2021CallValue
$49,000
CallShares
13,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Creative Planning holds $497,699,973 across 41 Capital Markets names. MS ranks #2 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
149,075 | $150,769,982 | |
| 2 | MS |
Morgan Stanley
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|
522,699 | $109,264,998 | |
| 3 | SCHW |
Schwab Charles Corp
|
746,571 | $68,886,106 | |
| 4 | PIPR |
Piper Sandler Companies
|
231,297 | $16,732,024 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
160,249 | $16,069,768 | |
| 6 | MRX |
Marex Group Ltd
|
220,288 | $13,426,552 | |
| 7 | EVR |
Evercore Inc.
|
31,231 | $10,663,512 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
189,341 | $9,463,262 |
All Filings in MS
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,264,998 | 522,699 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $79,083,126 | 480,544 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $80,825,324 | 455,277 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $67,378,216 | 423,869 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $40,751,643 | 289,306 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $31,564,251 | 270,543 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $30,342,396 | 241,349 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $22,944,683 | 220,114 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $20,527,679 | 211,212 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $15,965,015 | 169,552 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $14,220,625 | 152,500 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $13,885,043 | 170,014 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $13,501,824 | 158,101 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $12,927,233 | 147,235 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,554,558 | 135,904 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,654,310 | 122,191 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $9,794,094 | 128,768 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,628,102 | 121,603 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,201,233 | 114,112 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,677,923 | 109,731 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $9,537,868 | 104,023 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $9,235,560 | 118,923 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $49,000 | 13,000 | Call | Sole | 2021-04-30 | |
| 2020-12-31 | $7,145,760 | 104,272 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,338,809 | 69,055 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,763,532 | 57,216 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,084,166 | 61,299 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||