Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,708,604
-$15,850 QoQ
Shares Held
34,688
+7.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 77.14483394833948.ToString("F0")%
Shared 0.ToString("F0")%
None 22.855166051660518.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Cresset Asset Management, LLC holds $132,848,198 across 25 Capital Markets names. MS ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
442,836 | $41,617,727 | |
| 2 | GS |
Goldman Sachs Group Inc
|
37,429 | $31,664,559 | |
| 3 | EVR |
Evercore Inc.
|
40,780 | $12,173,237 | |
| 4 | WULF |
Terawulf Inc.
|
541,094 | $7,807,986 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
109,256 | $7,571,440 | |
| 6 | TW |
Tradeweb Markets Inc.
|
63,079 | $7,421,875 | |
| 7 | MS |
Morgan Stanley
This page
|
34,688 | $5,708,604 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
57,932 | $3,885,499 |
All Filings in MS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,708,604 | 34,688 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,724,454 | 32,245 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,089,581 | 32,018 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $4,047,048 | 28,731 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $4,861,988 | 41,673 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,160,554 | 41,048 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,091,108 | 115,993 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $10,749,116 | 110,599 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,187,211 | 86,950 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $6,653,294 | 71,349 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,264,334 | 76,703 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,710,732 | 78,580 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,431,445 | 27,693 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,354,798 | 27,697 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,972,642 | 24,967 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,021,179 | 39,721 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,143,341 | 35,965 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,666,472 | 37,352 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,906,607 | 40,146 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $2,703,296 | 29,483 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,502,127 | 32,219 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,505,398 | 21,967 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $796,711 | 16,478 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $992,468 | 20,548 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $486,880 | 14,320 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||