Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,650,161
+$518,578 QoQ
Shares Held
7,894
+14.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,165
of 2,723 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026JOHNSON INVESTMENT COUNSEL INC holds $13,147,147 across 7 Capital Markets names. MS ranks #4 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,368 | $4,417,664 | |
| 2 | SCHW |
Schwab Charles Corp
|
37,835 | $3,491,035 | |
| 3 | PJT |
PJT Partners Inc.
|
16,141 | $2,436,322 | |
| 4 | MS |
Morgan Stanley
This page
|
7,894 | $1,650,161 | |
| 5 | EVR |
Evercore Inc.
|
1,655 | $565,083 | |
| 6 | WULF |
Terawulf Inc.
|
21,380 | $528,086 | |
| 7 | GEMI |
Gemini Space Station, Inc.
|
13,802 | $58,796 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,650,161 | 7,894 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,131,583 | 6,876 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,208,979 | 6,810 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,112,878 | 7,001 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $992,499 | 7,046 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $774,222 | 6,636 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $847,227 | 6,739 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $549,970 | 5,276 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $292,639 | 3,011 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $354,983 | 3,770 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $383,071 | 4,108 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $296,625 | 3,632 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $274,475 | 3,214 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $310,636 | 3,538 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $275,634 | 3,242 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $237,346 | 3,004 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $238,372 | 3,134 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $215,528 | 2,466 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $268,369 | 2,734 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $268,186 | 2,756 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $287,448 | 3,135 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $245,949 | 3,167 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $212,374 | 3,099 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||