Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$20,941,000
+$3,275,728 QoQ
Shares Held
100,177
-6.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#415
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GAMCO INVESTORS, INC. ET AL holds $37,499,558 across 6 Capital Markets names. MS ranks #1 (55.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
100,177 | $20,941,000 | |
| 2 | GS |
Goldman Sachs Group Inc
|
6,702 | $6,778,201 | |
| 3 | SCHW |
Schwab Charles Corp
|
61,247 | $5,651,260 | |
| 4 | VIRT |
Virtu Financial, Inc.
|
34,170 | $2,035,506 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
16,475 | $1,433,984 | |
| 6 | PJT |
PJT Partners Inc.
|
4,370 | $659,607 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,941,000 | 100,177 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $17,665,272 | 107,342 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $20,450,745 | 115,196 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $19,745,375 | 124,216 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $19,678,705 | 139,704 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,939,667 | 145,193 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $18,957,570 | 150,792 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $16,854,252 | 161,687 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,087,557 | 175,816 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $17,863,093 | 189,710 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $19,275,614 | 206,709 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $18,234,460 | 223,270 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $19,546,522 | 228,882 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $21,212,216 | 241,597 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $20,846,648 | 245,197 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $20,143,362 | 254,947 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,866,643 | 261,197 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $23,255,566 | 266,082 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $28,219,233 | 287,482 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $34,027,458 | 349,681 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $33,602,826 | 366,483 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $29,720,792 | 382,704 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $27,357,038 | 399,198 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $16,381,173 | 338,804 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $18,904,813 | 391,404 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $17,442,136 | 513,004 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||