Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$41,601,312
+$5,606,094 QoQ
Shares Held
252,788
+11.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Empowered Funds, LLC holds $170,328,534 across 26 Capital Markets names. MS ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
59,672 | $50,481,907 | |
| 2 | MS |
Morgan Stanley
This page
|
252,788 | $41,601,312 | |
| 3 | SCHW |
Schwab Charles Corp
|
205,719 | $19,333,466 | |
| 4 | GOLD |
Gold.com, Inc.
|
277,029 | $11,103,321 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
24,339 | $7,321,897 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
98,580 | $6,831,592 | |
| 7 | MC |
Moelis & Co
|
96,426 | $5,496,282 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
106,775 | $4,695,962 |
All Filings in MS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2024-05-07 | |
| 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. | ||||||