Position in MS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,438,822
+$302,796 QoQ
Shares Held
6,883
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#1,229
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Investors Research Corp holds $1,733,338 across 7 Capital Markets names. MS ranks #1 (83.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
6,883 | $1,438,822 | |
| 2 | GS |
Goldman Sachs Group Inc
|
142 | $143,614 | |
| 3 | PIPR |
Piper Sandler Companies
|
1,400 | $101,276 | |
| 4 | SCHW |
Schwab Charles Corp
|
487 | $44,935 | |
| 5 | MKTX |
Marketaxess Holdings Inc
|
22 | $2,496 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
11 | $1,475 | |
| 7 | BTBT |
Bit Digital, Inc
|
400 | $720 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,438,822 | 6,883 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,136,026 | 6,903 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $1,421,660 | 8,008 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $1,503,443 | 9,458 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $1,349,861 | 9,583 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $1,118,048 | 9,583 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,200,626 | 9,550 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,037,188 | 9,950 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,206,711 | 12,416 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,169,090 | 12,416 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,237,054 | 13,266 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,083,434 | 13,266 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,132,916 | 13,266 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,164,754 | 13,266 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,161,883 | 13,666 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,059,998 | 13,416 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,020,420 | 13,416 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,172,558 | 13,416 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,316,914 | 13,416 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,305,510 | 13,416 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,230,113 | 13,416 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,041,886 | 13,416 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $927,279 | 13,531 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $654,223 | 13,531 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $653,547 | 13,531 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $460,054 | 13,531 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||