ATALANTA SOSNOFF CAPITAL, LLC

Position in MS — Morgan Stanley

CIK 700529 New York, NY

Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$87,481,148

+$27,057,463 QoQ

Shares Held

418,490

+14.0% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

1.54%

of 13F equity value

Holder Rank

#198

of 2,722 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

ATALANTA SOSNOFF CAPITAL, LLC holds $335,460,598 across 3 Capital Markets names. MS ranks #2 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	182,298	$184,370,728
2	MS	Morgan Stanley This page	418,490	$87,481,148
3	SCHW	Schwab Charles Corp	689,376	$63,608,722

All Filings in MS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$87,481,148	418,490	+14.0%	Shares	Sole	2026-08-12
2026-03-31	$60,423,685	367,161	+16.6%	Shares	Sole	2026-05-15
2025-12-31	$55,906,327	314,912	+1768.8%	Shares	Sole	2026-02-13
2025-09-30	$2,678,634	16,851	+135.8%	Shares	Sole	2025-11-14
2025-06-30	$1,006,444	7,145	-48.5%	Shares	Sole	2025-08-12
2025-03-31	$1,619,262	13,879	-97.3%	Shares	Defined	2025-05-15
2024-12-31	$65,313,048	519,512	-1.3%	Shares	Sole	2025-02-14
2024-09-30	$54,846,188	526,153	-0.2%	Shares	Sole	2024-11-14
2024-06-30	$51,249,355	527,311	+32.4%	Shares	Sole	2024-08-13
2024-03-31	$37,500,631	398,265	+6.6%	Shares	Sole	2024-05-14
2023-12-31	$34,846,218	373,686	+8.1%	Shares	Sole	2024-02-12
2023-09-30	$28,244,834	345,841	-2.4%	Shares	Defined	2023-11-13
2023-06-30	$30,266,016	354,403	-41.2%	Shares	Defined	2023-08-07
2023-03-31	$52,953,233	603,112	-2.7%	Shares	Sole	2023-05-11
2022-12-31	$52,703,897	619,900	-39.1%	Shares	Sole	2023-05-22
2022-09-30	$80,458,884	1,018,338	+89.1%	Shares	Sole	2022-10-12
2022-06-30	$40,969,946	538,653	+3.1%	Shares	Sole	2022-07-14
2022-03-31	$45,681,358	522,670	-0.1%	Shares	Sole	2022-04-11
2021-12-31	$51,368,600	523,315	-52.1%	Shares	Sole	2022-01-25
2021-09-30	$106,375,107	1,093,157	-26.9%	Shares	Sole	2021-10-14
2021-06-30	$137,067,472	1,494,901	-0.6%	Shares	Sole	2021-07-13
2021-03-31	$116,844,827	1,504,569	+14.3%	Shares	Sole	2021-04-20
2020-12-31	$90,229,132	1,316,637	+17.2%	Shares	Sole	2021-01-14
2020-09-30	$54,315,615	1,123,384	+32.6%	Shares	Sole	2020-10-14
2020-06-30	$40,925,507	847,319	+22.1%	Shares	Sole	2020-07-21
2020-03-31	$23,597,598	694,047	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.