Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$166,160,460
+$66,748,826 QoQ
Shares Held
794,874
+31.6% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#132
of 2,731 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $745,384,896 across 44 Capital Markets names. MS ranks #2 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
170,305 | $172,241,367 | |
| 2 | MS |
Morgan Stanley
This page
|
794,874 | $166,160,460 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,582,419 | $146,009,800 | |
| 4 | MC |
Moelis & Co
|
1,709,578 | $111,840,592 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
578,028 | $50,311,556 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
290,735 | $38,996,285 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
265,962 | $26,670,669 | |
| 8 | EVR |
Evercore Inc.
|
29,792 | $10,172,180 |
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,160,460 | 794,874 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $99,411,634 | 604,069 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,533,032 | 59,331 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,160,688 | 51,338 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,913,549 | 49,081 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,036,876 | 43,172 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $4,995,986 | 39,739 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,713,157 | 26,028 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,094,650 | 11,263 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $287,093 | 3,049 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $200,580 | 2,151 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $275,227 | 3,370 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $566,543 | 6,634 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $316,869 | 3,609 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $313,808 | 3,691 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $219,331 | 2,776 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $278,683 | 3,664 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $318,310 | 3,642 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $340,615 | 3,470 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $307,402 | 3,159 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $293,224 | 3,198 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $132,953 | 1,712 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $92,446 | 1,349 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||