Position in MS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$40,557,934
-$1,043,378 QoQ
Shares Held
194,020
-23.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#309
of 2,731 holders
Holding Since
Mar 2022
17 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, 2026Empowered Funds, LLC holds $283,050,955 across 23 Capital Markets names. MS ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
85,766 | $86,741,151 | |
| 2 | VIRT |
Virtu Financial, Inc.
|
713,559 | $42,506,707 | |
| 3 | MS |
Morgan Stanley
This page
|
194,020 | $40,557,934 | |
| 4 | SNEX |
StoneX Group Inc.
|
433,940 | $34,281,220 | |
| 5 | SCHW |
Schwab Charles Corp
|
193,980 | $17,898,529 | |
| 6 | GOLD |
Gold.com, Inc.
|
267,580 | $11,134,003 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
84,495 | $8,473,156 | |
| 8 | MC |
Moelis & Co
|
100,128 | $6,550,373 |
All Filings in MS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,557,934 | 194,020 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $41,601,312 | 252,788 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $35,995,218 | 226,442 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $20,044,233 | 142,299 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $9,302,562 | 79,734 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $9,700,050 | 77,156 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $6,870,144 | 65,907 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $4,446,149 | 45,747 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $3,293,905 | 34,982 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $3,049,647 | 32,704 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,561,822 | 31,368 | Shares | Other | 2023-11-01 | |
| 2023-06-30 | $2,106,732 | 24,669 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $2,032,569 | 23,150 | Shares | Other | 2023-04-05 | |
| 2022-12-31 | $1,559,520 | 18,343 | Shares | Other | 2023-02-21 | |
| 2022-09-30 | $953,175 | 12,064 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $701,196 | 9,219 | Shares | Other | 2022-08-01 | |
| 2022-03-31 | $735,995 | 8,421 | Shares | Other | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||