Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,381,336
+$293,858 QoQ
Shares Held
6,608
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#392
of 1,023 holders
Holding Since
Dec 2020
23 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, 2026Harbor Advisors LLC holds $34,715,421 across 9 Capital Markets names. MS ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
186,832 | $16,261,857 | |
| 2 | PJT |
PJT Partners Inc.
|
41,519 | $6,266,877 | |
| 3 | EVR |
Evercore Inc.
|
15,000 | $5,121,600 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
25,000 | $3,353,250 | |
| 5 | MS |
Morgan Stanley
This page
|
6,608 | $1,381,336 | |
| 6 | MC |
Moelis & Co
|
14,800 | $968,216 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
15,000 | $749,700 | |
| 8 | GS |
Goldman Sachs Group Inc
|
500 | $505,685 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,381,336 | 6,608 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,087,478 | 6,608 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,173,118 | 6,608 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,050,407 | 6,608 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $930,802 | 6,608 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $770,955 | 6,608 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $830,757 | 6,608 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $688,817 | 6,608 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $642,231 | 6,608 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $622,209 | 6,608 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $616,196 | 6,608 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $539,675 | 6,608 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $564,323 | 6,608 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $580,182 | 6,608 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $561,812 | 6,608 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $522,098 | 6,608 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $502,604 | 6,608 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $577,539 | 6,608 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $648,641 | 6,608 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $643,024 | 6,608 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $605,887 | 6,608 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $513,177 | 6,608 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $452,846 | 6,608 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||