Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$68,392,034
+$17,134,569 QoQ
Shares Held
327,172
+5.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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, 2026Baird Financial Group, Inc. holds $1,011,763,729 across 19 Capital Markets names. MS ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
8,722,348 | $804,811,049 | |
| 2 | GS |
Goldman Sachs Group Inc
|
110,233 | $111,486,347 | |
| 3 | MS |
Morgan Stanley
This page
|
327,172 | $68,392,034 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
78,396 | $7,861,550 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
50,337 | $4,381,331 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
20,327 | $2,726,460 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
36,253 | $2,270,525 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
6,767 | $1,906,128 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,392,034 | 327,172 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $51,257,465 | 311,463 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $54,971,453 | 309,646 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $48,769,563 | 306,804 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $43,312,194 | 307,484 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $34,727,640 | 297,657 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $36,513,863 | 290,438 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $30,455,278 | 292,165 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $27,225,347 | 280,125 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $21,803,783 | 231,561 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $20,179,486 | 216,402 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $20,349,713 | 249,170 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $16,386,380 | 191,878 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $16,647,581 | 189,608 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $14,920,839 | 175,498 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $17,811,460 | 225,433 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $18,721,635 | 246,143 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $26,800,073 | 306,637 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $27,930,641 | 284,542 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $11,829,392 | 121,564 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,998,600 | 43,610 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $3,063,064 | 39,442 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,456,731 | 35,849 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,445,568 | 29,898 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,140,655 | 44,320 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $918,408 | 27,012 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||