Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$41,888,062
+$9,094,857 QoQ
Shares Held
200,383
+0.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#300
of 2,722 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Ethic Inc. holds $139,116,739 across 18 Capital Markets names. MS ranks #2 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
51,488 | $52,073,418 | |
| 2 | MS |
Morgan Stanley
This page
|
200,383 | $41,888,062 | |
| 3 | SCHW |
Schwab Charles Corp
|
204,339 | $18,854,359 | |
| 4 | NMR |
Nomura Holdings Inc
|
1,042,353 | $9,151,859 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
57,952 | $5,811,426 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
39,402 | $3,429,550 | |
| 7 | TW |
Tradeweb Markets Inc.
|
19,029 | $1,896,430 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
5,340 | $1,504,171 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,888,062 | 200,383 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $32,793,205 | 199,266 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $34,955,479 | 196,899 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $29,505,678 | 185,617 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $25,972,048 | 184,382 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $19,713,496 | 168,968 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $20,400,458 | 162,269 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,459,390 | 119,526 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $13,807,102 | 142,063 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,254,568 | 119,526 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,544,404 | 91,629 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,604,555 | 117,602 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,434,172 | 122,180 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,886,146 | 123,988 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,813,088 | 103,659 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,948,247 | 100,598 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,947,852 | 91,347 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $7,266,785 | 83,144 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,952,530 | 81,016 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,443,478 | 66,216 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,605,617 | 39,324 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,044,943 | 26,332 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,477,232 | 21,556 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $669,115 | 13,839 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $591,578 | 12,248 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $406,266 | 11,949 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||