Position in MS
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$319,491,091
+$42,027,060 QoQ
Shares Held
1,528,373
-9.3% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 42%
Shared 1%
None 57%
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 $602,142,358 across 35 Capital Markets names. MS ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,528,373 | $319,491,091 | |
| 2 | GS |
Goldman Sachs Group Inc
|
134,486 | $136,015,105 | |
| 3 | SCHW |
Schwab Charles Corp
|
682,541 | $62,978,057 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
270,820 | $23,572,172 | |
| 5 | EVR |
Evercore Inc.
|
40,698 | $13,895,924 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
30,811 | $8,678,842 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
64,547 | $6,472,772 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
31,871 | $4,274,857 |
All Filings in MS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,491,091 | 1,528,373 | Shares | Sole | 2026-08-27 | |
| 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. | ||||||