Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$106,752,965
+$34,937,251 QoQ
Shares Held
510,682
+17.0% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026MML INVESTORS SERVICES, LLC holds $329,880,726 across 26 Capital Markets names. MS ranks #1 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
510,682 | $106,752,965 | |
| 2 | GS |
Goldman Sachs Group Inc
|
94,585 | $95,660,431 | |
| 3 | SCHW |
Schwab Charles Corp
|
621,646 | $57,359,276 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
195,031 | $19,557,708 | |
| 5 | MRX |
Marex Group Ltd
|
262,551 | $16,002,483 | |
| 6 | IREN |
IREN Ltd
|
101,303 | $4,632,586 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
16,070 | $4,526,597 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
47,189 | $4,107,330 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,752,965 | 510,682 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $71,815,714 | 436,384 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $89,319,781 | 503,125 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $76,133,415 | 478,947 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $67,310,796 | 477,856 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $50,831,135 | 435,683 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $37,647,231 | 299,453 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $30,167,889 | 289,408 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $24,414,030 | 251,199 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $22,968,354 | 243,929 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $20,621,118 | 221,138 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $16,805,399 | 205,772 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $15,531,783 | 181,871 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $13,415,840 | 152,800 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $13,134,314 | 154,485 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $13,005,678 | 164,608 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,787,474 | 154,976 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $13,958,566 | 159,709 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $12,613,952 | 128,504 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,988,829 | 112,926 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,304,672 | 112,386 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $7,892,352 | 101,627 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,793,457 | 84,539 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,219,458 | 45,904 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,222,621 | 46,017 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,727,778 | 50,817 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||