Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$31,338,648
+$6,524,456 QoQ
Shares Held
149,917
-0.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#353
of 2,723 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GLENMEDE TRUST CO NA holds $201,194,371 across 17 Capital Markets names. MS ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
949,485 | $87,608,980 | |
| 2 | MS |
Morgan Stanley
This page
|
149,917 | $31,338,648 | |
| 3 | GS |
Goldman Sachs Group Inc
|
25,958 | $26,253,141 | |
| 4 | MRX |
Marex Group Ltd
|
295,517 | $18,011,760 | |
| 5 | SF |
Stifel Financial Corp
|
244,976 | $17,091,974 | |
| 6 | EVR |
Evercore Inc.
|
32,284 | $11,023,048 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
64,324 | $1,761,191 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
15,107 | $1,514,929 |
All Filings in MS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,338,648 | 149,917 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $24,814,192 | 150,782 | Shares | Defined | 2026-05-26 | |
| 2025-12-31 | $27,009,235 | 152,139 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $16,873,514 | 144,626 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,748,497 | 149,129 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $15,737,215 | 150,971 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $14,837,413 | 152,664 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $14,765,134 | 156,809 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $15,065,749 | 161,563 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $13,065,238 | 159,976 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $14,695,631 | 172,080 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $15,108,623 | 172,080 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $14,606,945 | 171,806 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,738,831 | 47,321 | Shares | Defined | 2022-11-16 | |
| 2022-06-30 | $13,376,748 | 175,871 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $15,360,548 | 175,750 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,171,308 | 42,495 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,924,219 | 40,327 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,901,408 | 42,550 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $4,386,779 | 56,487 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $21,847,773 | 318,806 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $16,844,751 | 348,392 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $3,802,029 | 78,717 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,305,838 | 38,407 | Shares | Defined | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||