Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,077,486
+$794,571 QoQ
Shares Held
14,722
+6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#916
of 2,716 holders
Holding Since
Sep 2023
12 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, 2026NORDEN GROUP LLC holds $10,053,792 across 11 Capital Markets names. MS ranks #1 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
14,722 | $3,077,486 | |
| 2 | SCHW |
Schwab Charles Corp
|
28,238 | $2,605,520 | |
| 3 | GS |
Goldman Sachs Group Inc
|
1,422 | $1,438,168 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,150 | $616,722 | |
| 5 | PJT |
PJT Partners Inc.
|
3,607 | $544,440 | |
| 6 | MRX |
Marex Group Ltd
|
7,013 | $427,442 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
3,805 | $331,187 | |
| 8 | EVR |
Evercore Inc.
|
868 | $296,369 |
All Filings in MS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,077,486 | 14,722 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,282,915 | 13,872 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,478,851 | 13,963 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,201,437 | 13,849 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,898,370 | 13,477 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,523,360 | 13,057 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,776,800 | 14,133 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,485,315 | 14,249 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $710,070 | 7,306 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $811,752 | 8,621 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $525,930 | 5,640 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $587,860 | 7,198 | Shares | Other | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||