Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$30,095,279
+$7,029,477 QoQ
Shares Held
143,969
+2.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#367
of 2,718 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NorthCrest Asset Manangement, LLC holds $82,398,703 across 13 Capital Markets names. MS ranks #2 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
42,867 | $43,354,397 | |
| 2 | MS |
Morgan Stanley
This page
|
143,969 | $30,095,279 | |
| 3 | PIPR |
Piper Sandler Companies
|
32,079 | $2,320,594 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
28,413 | $1,420,081 | |
| 5 | SCHW |
Schwab Charles Corp
|
14,950 | $1,379,436 | |
| 6 | OPY |
Oppenheimer Holdings Inc
|
11,376 | $1,200,623 | |
| 7 | EVR |
Evercore Inc.
|
2,013 | $687,318 | |
| 8 | SNEX |
StoneX Group Inc.
|
8,276 | $653,764 |
All Filings in MS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,095,279 | 143,969 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $23,065,802 | 140,158 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $32,440,944 | 182,735 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $29,196,183 | 183,670 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $25,716,810 | 182,570 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $21,279,207 | 182,388 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $22,780,715 | 181,202 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $18,945,515 | 181,749 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $17,550,181 | 180,576 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $16,930,909 | 179,810 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $16,329,473 | 175,115 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $14,347,377 | 175,675 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $15,211,875 | 178,125 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $15,815,062 | 180,126 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $13,341,763 | 156,925 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $14,266,440 | 180,565 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $13,636,341 | 179,284 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $13,812,346 | 158,036 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $16,822,071 | 171,374 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||