Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$89,392,191
+$24,375,522 QoQ
Shares Held
427,632
+8.2% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#196
of 2,731 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $538,092,195 across 42 Capital Markets names. MS ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
206,151 | $208,494,934 | |
| 2 | MS |
Morgan Stanley
This page
|
427,632 | $89,392,191 | |
| 3 | EVR |
Evercore Inc.
|
170,140 | $58,092,599 | |
| 4 | SNEX |
StoneX Group Inc.
|
718,330 | $56,748,108 | |
| 5 | SCHW |
Schwab Charles Corp
|
319,236 | $29,455,903 | |
| 6 | PJT |
PJT Partners Inc.
|
130,859 | $19,751,854 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
287,407 | $18,000,299 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
141,159 | $14,155,423 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,392,191 | 427,632 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $65,016,669 | 395,070 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $76,279,137 | 429,669 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $58,063,000 | 365,268 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $46,665,366 | 331,289 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $40,417,403 | 346,425 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $30,967,977 | 246,325 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $38,258,372 | 367,022 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $23,321,323 | 239,956 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $38,296,000 | 406,712 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $25,593,393 | 274,460 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $18,110,729 | 221,755 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $20,949,388 | 245,309 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $13,992,510 | 159,368 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $14,274,176 | 167,892 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $12,143,757 | 153,699 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $11,121,568 | 146,221 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $10,133,942 | 115,949 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $7,857,020 | 80,043 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,254,849 | 74,554 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,443,692 | 37,558 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $3,381,238 | 43,539 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $3,040,058 | 44,361 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,078,131 | 42,981 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,082,937 | 43,125 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,249,942 | 36,763 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||