Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$70,731,189
+$53,043,536 QoQ
Shares Held
338,362
+214.8% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#226
of 2,716 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026HUNTINGTON NATIONAL BANK holds $247,639,496 across 31 Capital Markets names. MS ranks #2 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
166,524 | $168,417,375 | |
| 2 | MS |
Morgan Stanley
This page
|
338,362 | $70,731,189 | |
| 3 | SCHW |
Schwab Charles Corp
|
45,955 | $4,240,267 | |
| 4 | EVR |
Evercore Inc.
|
6,386 | $2,180,434 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
6,586 | $660,444 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,267 | $356,888 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
2,357 | $205,153 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
1,262 | $169,272 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,731,189 | 338,362 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $17,687,653 | 107,478 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $17,709,681 | 99,756 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $14,934,927 | 93,954 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $7,811,390 | 55,455 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $6,214,193 | 53,263 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $6,750,911 | 53,698 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $5,744,457 | 55,108 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $5,411,149 | 55,676 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $5,020,610 | 53,320 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $4,684,786 | 50,239 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $3,646,401 | 44,648 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $3,627,363 | 42,475 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,654,059 | 41,618 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $3,590,477 | 42,231 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $3,392,213 | 42,934 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $3,331,959 | 43,807 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $3,827,769 | 43,796 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $4,315,897 | 43,968 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $4,187,733 | 43,035 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $3,850,794 | 41,998 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $2,422,835 | 31,198 | Shares | Defined | 2021-04-12 | |
| 2020-12-31 | $2,042,535 | 29,805 | Shares | Defined | 2021-01-11 | |
| 2020-09-30 | $1,505,086 | 31,129 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $1,604,042 | 33,210 | Shares | Defined | 2020-07-30 | |
| 2020-03-31 | $1,118,022 | 32,883 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||