Position in MS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$352,379,569
+$74,915,538 QoQ
Shares Held
11,610,190
+588.6% QoQ
Ownership
0.739%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#72
of 2,723 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 7%
Shared 1%
None 92%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $1,095,519,663 across 35 Capital Markets names. MS ranks #2 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
586,661 | $593,331,334 | |
| 2 | MS |
Morgan Stanley
This page
|
11,610,190 | $352,379,569 | |
| 3 | SCHW |
Schwab Charles Corp
|
730,794 | $67,430,362 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
276,833 | $24,095,544 | |
| 5 | EVR |
Evercore Inc.
|
38,173 | $13,033,789 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
30,811 | $8,678,842 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
72,676 | $7,287,949 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
31,873 | $4,275,125 |
All Filings in MS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,447,236 | 1,638,190 | Shares | Other | 2026-08-17 | |
| 2026-06-30 | $9,932,333 | 9,972,000 | Principal | Sole | 2026-08-17 | |
| 2026-03-31 | $277,464,031 | 1,685,994 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $267,343,669 | 1,505,907 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $204,774,813 | 1,288,216 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $176,804,512 | 1,255,179 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $146,751,958 | 1,257,838 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $161,047,569 | 1,281,002 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $198,558,853 | 1,904,824 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $164,258,291 | 1,690,074 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $174,813,029 | 1,856,553 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $173,956,103 | 1,865,481 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $165,690,216 | 2,028,777 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $174,831,135 | 2,047,203 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $91,172,573 | 1,038,412 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $41,070,695 | 483,071 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||