Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$27,258,188
+$4,040,488 QoQ
Shares Held
130,397
-7.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#375
of 2,718 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $111,101,627 across 22 Capital Markets names. MS ranks #2 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
32,190 | $32,556,000 | |
| 2 | MS |
Morgan Stanley
This page
|
130,397 | $27,258,188 | |
| 3 | SCHW |
Schwab Charles Corp
|
164,935 | $15,218,552 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
72,544 | $7,274,712 | |
| 5 | EVR |
Evercore Inc.
|
11,001 | $3,756,181 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
40,562 | $3,530,516 | |
| 7 | SF |
Stifel Financial Corp
|
43,207 | $3,014,552 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
47,265 | $2,362,304 |
All Filings in MS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,258,188 | 130,397 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $23,217,700 | 141,081 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $26,292,015 | 148,099 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $24,762,947 | 155,781 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $23,509,534 | 166,900 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $19,790,382 | 169,627 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $21,472,347 | 170,795 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $18,361,563 | 176,147 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $17,366,686 | 178,688 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $17,185,047 | 182,509 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $17,343,101 | 185,985 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $15,866,439 | 194,275 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $17,445,939 | 204,285 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $17,785,470 | 202,568 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $18,271,308 | 214,906 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $16,738,268 | 211,850 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $16,890,948 | 222,074 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $20,069,574 | 229,629 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $22,887,280 | 233,163 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||