Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$23,830,558
+$4,064,724 QoQ
Shares Held
144,805
+30.1% QoQ
Ownership
0.009%
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 2.26097165153137.ToString("F0")%
Shared 0.ToString("F0")%
None 97.73902834846862.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026IEQ CAPITAL, LLC holds $460,718,074 across 22 Capital Markets names. MS ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
263,789 | $223,162,855 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
610,019 | $42,274,316 | |
| 3 | MKTX |
Marketaxess Holdings Inc
|
173,891 | $28,688,537 | |
| 4 | EVR |
Evercore Inc.
|
94,874 | $28,320,837 | |
| 5 | MS |
Morgan Stanley
This page
|
144,805 | $23,830,558 | |
| 6 | SF |
Stifel Financial Corp
|
311,569 | $23,031,180 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
233,348 | $22,263,732 | |
| 8 | SCHW |
Schwab Charles Corp
|
225,132 | $21,157,904 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,830,558 | 144,805 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $19,765,834 | 111,338 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $21,845,395 | 137,427 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,371,803 | 73,632 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $14,794,804 | 126,809 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $12,422,518 | 98,811 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $12,198,581 | 117,024 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $10,810,345 | 111,229 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $9,871,733 | 104,840 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $9,419,835 | 101,017 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $8,092,679 | 99,090 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $8,447,682 | 98,919 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $9,461,327 | 107,760 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $7,562,103 | 88,945 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $6,175,499 | 78,161 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $7,183,182 | 94,441 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $9,396,548 | 107,512 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $10,145,424 | 103,356 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $8,011,920 | 82,334 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $7,440,001 | 81,143 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $6,261,724 | 80,630 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $5,463,005 | 79,717 | Shares | Other | 2021-02-03 | |
| 2020-09-30 | $3,665,123 | 75,804 | Shares | Other | 2020-11-03 | |
| 2020-06-30 | $3,505,323 | 72,574 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $2,596,138 | 76,357 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||