Empirical Finance, LLC

Position in MS — Morgan Stanley

CIK 1572838 NEWTOWN SQUARE, PA

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$12,277,337

+$979,936 QoQ

Shares Held

58,732

-14.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#510

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Empirical Finance, LLC holds $28,488,775 across 3 Capital Markets names. MS ranks #1 (43.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	58,732	$12,277,337
2	GS	Goldman Sachs Group Inc	11,363	$11,492,197
3	SCHW	Schwab Charles Corp	51,146	$4,719,241

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,277,337	58,732	-14.4%	Shares	Sole	2026-08-14
2026-03-31	$11,297,401	68,648	+3.3%	Shares	Sole	2026-05-15
2025-12-31	$11,792,252	66,424	+6.8%	Shares	Sole	2026-02-12
2025-09-30	$9,890,332	62,219	+37.9%	Shares	Sole	2025-11-13
2025-06-30	$6,355,884	45,122	+0.6%	Shares	Sole	2025-08-11
2025-03-31	$5,232,299	44,847	+1.3%	Shares	Sole	2025-05-07
2024-12-31	$5,567,510	44,285	-1.5%	Shares	Sole	2025-01-28
2024-09-30	$4,686,109	44,955	+1.8%	Shares	Sole	2024-11-06
2024-06-30	$4,290,938	44,150	-8.7%	Shares	Sole	2024-07-30
2024-03-31	$4,554,613	48,371	+3.3%	Shares	Sole	2024-05-06
2023-12-31	$4,367,830	46,840	-0.0%	Shares	Sole	2024-02-14
2023-09-30	$3,826,974	46,859	+9.2%	Shares	Sole	2023-11-02
2023-06-30	$3,664,684	42,912	+11.3%	Shares	Sole	2023-07-27
2023-03-31	$3,386,270	38,568	+3.5%	Shares	Sole	2023-04-05
2022-12-31	$3,167,420	37,255	+7.4%	Shares	Sole	2023-02-21
2022-09-30	$2,739,513	34,673	+18.4%	Shares	Sole	2022-11-04
2022-06-30	$2,227,645	29,288	+5.5%	Shares	Sole	2022-08-01
2022-03-31	$2,426,049	27,758	+11.5%	Shares	Sole	2022-04-21
2021-12-31	$2,443,693	24,895	+35.6%	Shares	Sole	2022-02-04
2021-09-30	$1,786,903	18,363	+26.6%	Shares	Sole	2021-11-12
2021-06-30	$1,330,330	14,509	0.0%	Shares	Sole	2021-08-04
2021-03-31	$1,126,768	14,509	0.0%	Shares	Sole	2021-05-13
2020-12-31	$994,301	14,509	+40.1%	Shares	Sole	2021-02-02
2020-09-30	$500,567	10,353	+202.2%	Shares	Sole	2020-10-28
2020-06-30	$165,475	3,426	-53.9%	Shares	Sole	2020-07-20
2020-03-31	$252,688	7,432	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.