Position in MS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$66,612,477
+$12,713,334 QoQ
Shares Held
318,659
-2.7% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
#234
of 2,716 holders
Holding Since
Mar 2020
26 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, 2026Gradient Investments LLC holds $164,378,799 across 7 Capital Markets names. MS ranks #2 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
70,680 | $71,483,631 | |
| 2 | MS |
Morgan Stanley
This page
|
318,659 | $66,612,477 | |
| 3 | JEF |
Jefferies Financial Group Inc.
|
308,894 | $15,438,522 | |
| 4 | NMR |
Nomura Holdings Inc
|
638,711 | $5,607,882 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
11,655 | $3,282,980 | |
| 6 | SF |
Stifel Financial Corp
|
26,347 | $1,838,230 | |
| 7 | BGC |
BGC Group, Inc.
|
10,765 | $115,077 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,612,477 | 318,659 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $53,899,143 | 327,515 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $58,543,357 | 329,766 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $53,580,806 | 337,071 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $46,652,550 | 331,198 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $39,201,120 | 336,000 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $37,566,016 | 298,807 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $34,535,858 | 331,311 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $35,213,977 | 362,321 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $34,243,355 | 363,672 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $32,516,181 | 348,699 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $26,166,986 | 320,399 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $26,648,301 | 312,041 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $9,611,290 | 109,468 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $7,286,384 | 85,702 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $6,722,249 | 85,081 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $6,536,292 | 85,936 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $6,489,624 | 74,252 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $7,562,639 | 77,044 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $307,694 | 3,162 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $255,081 | 2,782 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $203,624 | 2,622 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $185,305 | 2,704 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $135,621 | 2,805 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $132,921 | 2,752 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $93,228 | 2,742 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||