Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$38,268,117
+$212,078 QoQ
Shares Held
232,534
+8.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 9.943922179122193.ToString("F0")%
Shared 0.ToString("F0")%
None 90.05607782087782.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $280,193,924 across 63 Capital Markets names. MS ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
160,131 | $135,469,223 | |
| 2 | SCHW |
Schwab Charles Corp
|
452,976 | $42,570,682 | |
| 3 | MS |
Morgan Stanley
This page
|
232,534 | $38,268,117 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
241,786 | $16,755,768 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
215,910 | $14,481,081 | |
| 6 | PJT |
PJT Partners Inc.
|
79,015 | $11,039,974 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
14,362 | $4,320,519 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
26,551 | $3,813,254 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,268,117 | 232,534 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $38,056,039 | 214,364 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $44,554,261 | 280,286 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $36,373,571 | 258,225 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $19,164,679 | 164,264 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $25,132,808 | 199,911 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $16,578,951 | 159,046 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $16,569,047 | 170,481 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $17,318,092 | 183,922 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $27,422,863 | 294,079 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $32,264,954 | 395,065 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $23,444,005 | 274,520 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $25,273,665 | 287,855 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $23,239,702 | 273,344 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $21,711,548 | 274,795 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $20,167,761 | 265,156 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $30,059,652 | 343,932 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $27,851,029 | 283,731 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $25,038,441 | 257,306 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $21,613,621 | 235,725 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $19,689,523 | 253,535 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $11,247,481 | 164,125 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $9,725,936 | 201,157 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $9,595,418 | 198,663 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,221,150 | 182,975 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||