Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,225,077
+$2,182,522 QoQ
Shares Held
58,482
-4.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
4.80%
of 13F equity value
Holder Rank
#512
of 2,723 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026DCM Advisors, LLC holds $23,798,183 across 2 Capital Markets names. MS ranks #1 (51.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
58,482 | $12,225,077 | |
| 2 | GS |
Goldman Sachs Group Inc
|
11,443 | $11,573,106 |
All Filings in MS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,225,077 | 58,482 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,042,555 | 61,023 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,055,884 | 67,909 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $11,133,717 | 70,041 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,277,849 | 72,965 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $7,683,536 | 65,857 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $8,740,431 | 69,523 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $6,875,878 | 65,962 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,400,641 | 65,857 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $6,962,943 | 73,948 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $7,446,665 | 79,857 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $6,521,921 | 79,857 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,881,446 | 80,579 | Shares | Sole | 2023-09-12 | |
| 2023-03-31 | $7,100,561 | 80,872 | Shares | Sole | 2023-09-12 | |
| 2022-12-31 | $6,894,526 | 81,093 | Shares | Sole | 2023-09-11 | |
| 2022-09-30 | $3,378,862 | 42,765 | Shares | Sole | 2023-09-11 | |
| 2022-06-30 | $3,008,477 | 39,554 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,317,210 | 49,396 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $5,518,947 | 56,224 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,069,893 | 41,824 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $710,780 | 7,752 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||