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Equibles

Gradient Investments LLC

Position in MS — Morgan Stanley

CIK 1542265 ARDEN HILLS, MN
Back to MS Full portfolio

Position in MS

as of Sep 30, 2026 · filed Oct 8, 2026
Position Value
$55,151,826
-$11,460,651 QoQ
Shares Held
293,236
-8.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#3
of 83 holders
Holding Since
Mar 2020
27 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 Sep 30, 2026

Gradient Investments LLC holds $139,571,228 across 6 Capital Markets names. MS ranks #2 (39.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 63,712 $57,363,736
2 MS
Morgan Stanley
This page 		293,236 $55,151,826
3 JEF
Jefferies Financial Group Inc.
 351,573 $16,077,433
4 NMR
Nomura Holdings Inc
 625,248 $6,114,925
5 LPLA
LPL Financial Holdings Inc.
 9,829 $3,005,708
6 SF
Stifel Financial Corp
 26,522 $1,857,600

All Filings in MS

Export CSV
27 filing rows on record
Report Date Value (USD) Shares
2026-09-30 $55,151,826 293,236
2026-06-30 $66,612,477 318,659
2026-03-31 $53,899,143 327,515
2025-12-31 $58,543,357 329,766
2025-09-30 $53,580,806 337,071
2025-06-30 $46,652,550 331,198
2025-03-31 $39,201,120 336,000
2024-12-31 $37,566,016 298,807
2024-09-30 $34,535,858 331,311
2024-06-30 $35,213,977 362,321
2024-03-31 $34,243,355 363,672
2023-12-31 $32,516,181 348,699
2023-09-30 $26,166,986 320,399
2023-06-30 $26,648,301 312,041
2023-03-31 $9,611,290 109,468
2022-12-31 $7,286,384 85,702
2022-09-30 $6,722,249 85,081
2022-06-30 $6,536,292 85,936
2022-03-31 $6,489,624 74,252
2021-12-31 $7,562,639 77,044
2021-09-30 $307,694 3,162
2021-06-30 $255,081 2,782
2021-03-31 $203,624 2,622
2020-12-31 $185,305 2,704
2020-09-30 $135,621 2,805
2020-06-30 $132,921 2,752
2020-03-31 $93,228 2,742