Douglas Lane & Associates, LLC

Position in MS — Morgan Stanley

CIK 1672594 NEW YORK, NY

Back to MS Full portfolio

Position in MS

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

Position Value

$152,884,539

+$24,260,083 QoQ

Shares Held

731,365

-6.4% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

2.27%

of 13F equity value

Holder Rank

#138

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Douglas Lane & Associates, LLC holds $153,870,624 across 2 Capital Markets names. MS ranks #1 (99.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley This page	731,365	$152,884,539
2	GS	Goldman Sachs Group Inc	975	$986,085

All Filings in MS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$152,884,539	731,365	-6.4%	Shares	Sole	2026-07-14
2026-03-31	$128,624,456	781,579	-2.4%	Shares	Sole	2026-04-15
2025-12-31	$142,119,688	800,539	-5.6%	Shares	Sole	2026-01-22
2025-09-30	$134,866,114	848,428	-5.4%	Shares	Sole	2025-10-10
2025-06-30	$126,274,510	896,454	-5.7%	Shares	Sole	2025-07-07
2025-03-31	$110,868,700	950,276	-1.9%	Shares	Sole	2025-04-09
2024-12-31	$121,799,421	968,815	-3.1%	Shares	Sole	2025-01-08
2024-09-30	$104,254,802	1,000,142	-3.0%	Shares	Sole	2024-10-10
2024-06-30	$100,242,057	1,031,403	-0.7%	Shares	Sole	2024-07-08
2024-03-31	$97,810,112	1,038,765	-0.2%	Shares	Sole	2024-04-11
2023-12-31	$97,018,698	1,040,415	-0.8%	Shares	Sole	2024-01-17
2023-09-30	$85,642,020	1,048,635	-0.4%	Shares	Sole	2023-10-16
2023-06-30	$89,934,740	1,053,100	-0.8%	Shares	Sole	2023-07-19
2023-03-31	$93,219,981	1,061,731	-1.9%	Shares	Sole	2023-04-17
2022-12-31	$92,008,303	1,082,196	-1.2%	Shares	Sole	2023-02-14
2022-09-30	$86,578,051	1,095,786	-0.4%	Shares	Sole	2022-10-14
2022-06-30	$83,648,658	1,099,772	+0.9%	Shares	Sole	2022-07-18
2022-03-31	$95,249,656	1,089,813	+0.2%	Shares	Sole	2022-04-25
2021-12-31	$106,808,583	1,088,107	-1.1%	Shares	Sole	2022-01-25
2021-09-30	$107,055,985	1,100,154	-2.7%	Shares	Sole	2021-10-21
2021-06-30	$103,705,791	1,131,048	-2.4%	Shares	Sole	2021-07-19
2021-03-31	$90,025,801	1,159,230	-1.8%	Shares	Sole	2021-04-19
2020-12-31	$80,920,224	1,180,800	+1.0%	Shares	Sole	2021-01-14
2020-09-30	$56,525,404	1,169,088	+0.0%	Shares	Sole	2020-10-19
2020-06-30	$56,448,934	1,168,715	-0.9%	Shares	Sole	2020-07-28
2020-03-31	$40,086,816	1,179,024	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.