Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$42,609,639
-$6,335,203 QoQ
Shares Held
258,915
-6.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 39.74084158893845.ToString("F0")%
Shared 24.953749299963306.ToString("F0")%
None 35.305409111098236.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Mar 31, 2026CallValue
$164,570
CallShares
1,000
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 Mar 31, 2026Cerity Partners LLC holds $467,043,256 across 31 Capital Markets names. MS ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
183,357 | $155,118,187 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,413,351 | $132,826,726 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
659,185 | $45,681,519 | |
| 4 | MS |
Morgan Stanley
This page
|
258,915 | $42,609,639 | |
| 5 | EVR |
Evercore Inc.
|
61,453 | $18,344,334 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
84,001 | $13,858,483 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
330,431 | $13,636,886 | |
| 8 | SF |
Stifel Financial Corp
|
183,157 | $13,538,964 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,609,639 | 258,915 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $164,570 | 1,000 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $48,944,842 | 275,699 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $40,138,353 | 252,506 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $33,430,444 | 237,331 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $26,870,151 | 230,309 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $29,586,944 | 235,340 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $25,817,850 | 247,677 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $19,828,023 | 204,013 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $21,684,483 | 230,294 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $14,594,650 | 156,511 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $17,185,491 | 210,426 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18,346,823 | 214,834 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,825,518 | 134,687 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,870,487 | 127,858 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,910,698 | 24,183 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,833,958 | 24,112 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,582,377 | 18,105 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $3,927,577 | 40,012 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,939,637 | 30,209 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $2,937,839 | 32,041 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,507,796 | 32,292 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $2,019,442 | 29,468 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,337,989 | 27,673 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,233,243 | 25,533 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $889,882 | 26,173 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||