Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,360,858
+$3,248,637 QoQ
Shares Held
49,564
+14.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#549
of 2,722 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Horizon Investments, LLC holds $68,806,621 across 16 Capital Markets names. MS ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
149,606 | $13,804,145 | |
| 2 | GS |
Goldman Sachs Group Inc
|
10,407 | $10,525,327 | |
| 3 | MS |
Morgan Stanley
This page
|
49,564 | $10,360,858 | |
| 4 | EVR |
Evercore Inc.
|
24,521 | $8,372,450 | |
| 5 | SNEX |
StoneX Group Inc.
|
78,272 | $6,183,448 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
54,576 | $4,750,295 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
71,343 | $4,249,902 | |
| 8 | BGC |
BGC Group, Inc.
|
369,782 | $3,952,969 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,360,858 | 49,564 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,112,221 | 43,217 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,630,416 | 42,981 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,438,833 | 40,506 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,018,876 | 28,531 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,972,284 | 25,476 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,096,357 | 24,629 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,513,539 | 24,113 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,771,870 | 18,231 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,699,023 | 18,044 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,703,024 | 18,263 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,378,916 | 16,884 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,459,827 | 17,094 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,473,635 | 16,784 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,849,865 | 21,758 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,075,484 | 13,612 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $918,500 | 12,076 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,064,706 | 12,182 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,114,214 | 11,351 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,038,005 | 10,667 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $991,443 | 10,813 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,562,419 | 45,872 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $2,221,537 | 45,947 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $992,371 | 20,546 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $584,324 | 17,186 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||