Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$25,346,726
+$5,162,051 QoQ
Shares Held
121,253
-1.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
2.03%
of 13F equity value
Holder Rank
#382
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Capital Analysts, LLC holds $64,956,377 across 9 Capital Markets names. MS ranks #2 (39.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
34,585 | $34,978,231 | |
| 2 | MS |
Morgan Stanley
This page
|
121,253 | $25,346,726 | |
| 3 | SCHW |
Schwab Charles Corp
|
48,221 | $4,449,350 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
265 | $74,645 | |
| 5 | IREN |
IREN Ltd
|
1,214 | $55,516 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
292 | $25,415 | |
| 7 | CLSK |
Cleanspark, Inc.
|
1,366 | $19,875 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
66 | $6,618 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,346,726 | 121,253 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $20,184,675 | 122,651 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $22,368,779 | 126,000 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $20,143,569 | 126,721 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $17,438,890 | 123,803 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $13,776,509 | 118,081 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $14,502,430 | 115,355 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,928,706 | 114,451 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $10,962,062 | 112,806 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $10,263,723 | 109,018 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $10,024,376 | 107,515 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $8,584,088 | 105,107 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,338,370 | 97,639 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,148,542 | 92,808 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $7,723,046 | 90,838 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $7,071,395 | 89,500 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,441,749 | 84,693 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $7,085,168 | 81,066 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $7,713,510 | 78,581 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $7,725,440 | 79,390 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $7,368,574 | 80,364 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $6,161,233 | 79,336 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $5,647,146 | 82,404 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,863,648 | 79,910 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,883,851 | 80,411 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,816,322 | 82,833 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||