Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$93,526,377
+$19,556,441 QoQ
Shares Held
447,409
-0.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#185
of 2,722 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PINNACLE ASSOCIATES LTD holds $145,284,802 across 6 Capital Markets names. MS ranks #1 (64.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
447,409 | $93,526,377 | |
| 2 | GS |
Goldman Sachs Group Inc
|
36,646 | $37,062,665 | |
| 3 | EVR |
Evercore Inc.
|
34,039 | $11,622,276 | |
| 4 | SCHW |
Schwab Charles Corp
|
25,749 | $2,375,860 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
7,412 | $370,451 | |
| 6 | LAZ |
Lazard, Inc.
|
7,801 | $327,173 |
All Filings in MS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,526,377 | 447,409 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $73,969,936 | 449,474 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $80,215,865 | 451,844 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $72,135,412 | 453,796 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $63,820,567 | 453,078 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $53,753,369 | 460,730 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $57,195,685 | 454,945 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $49,178,764 | 471,784 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $43,984,889 | 452,566 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $43,717,546 | 464,290 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $43,993,858 | 471,784 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $38,965,655 | 477,111 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $39,502,538 | 462,559 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $38,590,734 | 439,530 | Shares | Sole | 2023-05-05 | |
| 2022-09-30 | $35,099,639 | 444,243 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $33,077,048 | 434,881 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $30,724,683 | 351,541 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $30,484,373 | 310,558 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $27,490,172 | 282,501 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $26,158,423 | 285,292 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $21,894,994 | 281,934 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $16,291,431 | 237,727 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $9,719,848 | 201,031 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $10,151,597 | 210,178 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $6,932,838 | 203,907 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||