Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$345,457,619
+$75,806,387 QoQ
Shares Held
1,652,591
+0.9% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#74
of 2,722 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,258,529,030 across 34 Capital Markets names. MS ranks #1 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,652,591 | $345,457,619 | |
| 2 | GS |
Goldman Sachs Group Inc
|
323,806 | $327,487,671 | |
| 3 | SF |
Stifel Financial Corp
|
3,886,981 | $271,194,663 | |
| 4 | SCHW |
Schwab Charles Corp
|
1,104,683 | $101,929,097 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
628,812 | $54,731,794 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
162,530 | $45,781,447 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
207,821 | $20,840,288 | |
| 8 | CLSK |
Cleanspark, Inc.
|
839,123 | $12,209,239 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,457,619 | 1,652,591 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $269,651,232 | 1,638,520 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $290,452,748 | 1,636,077 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $255,834,195 | 1,609,425 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $226,025,785 | 1,604,613 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $188,914,512 | 1,619,221 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $201,419,907 | 1,602,131 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $167,609,890 | 1,607,923 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $149,956,781 | 1,542,924 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $143,614,618 | 1,525,219 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $130,431,477 | 1,398,729 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $110,039,132 | 1,347,363 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $110,156,773 | 1,289,892 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $113,459,371 | 1,292,248 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $110,158,539 | 1,295,678 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $96,758,645 | 1,224,638 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $86,822,181 | 1,141,496 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $97,470,313 | 1,115,221 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $117,029,294 | 1,192,230 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $116,276,592 | 1,194,909 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $113,733,189 | 1,240,410 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $93,775,224 | 1,207,510 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $56,518,812 | 824,731 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $15,391,253 | 318,330 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $14,859,299 | 307,646 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $10,563,256 | 310,684 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||