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Equibles

OPPENHEIMER & CO INC

Position in MS — Morgan Stanley

CIK 822581 NEW YORK, NY
Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$11,929,912
+$2,413,159 QoQ
Shares Held
57,070
-1.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

OPPENHEIMER & CO INC holds $108,818,509 across 16 Capital Markets names. MS ranks #2 (11.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 59,103 $59,775,001
2 MS
Morgan Stanley
This page 		57,070 $11,929,912
3 HOOD
Robinhood Markets, Inc.
 86,060 $8,630,096
4 JEF
Jefferies Financial Group Inc.
 164,331 $8,213,263
5 SCHW
Schwab Charles Corp
 82,536 $7,615,596
6 WULF
Terawulf Inc.
 168,884 $4,171,434
7 IREN
IREN Ltd
 87,671 $4,009,194
8 LAZ
Lazard, Inc.
 24,482 $1,026,775

All Filings in MS

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,929,912 57,070
2026-03-31 $9,516,753 57,828
2025-12-31 $13,730,347 77,341
2025-09-30 $10,375,478 65,271
2025-06-30 $12,943,202 91,887
2025-03-31 $9,729,461 83,393
2024-12-31 $15,028,945 119,543
2024-09-30 $12,879,164 123,553
2024-06-30 $12,911,108 132,844
2024-03-31 $12,314,244 130,780
2023-12-31 $13,842,309 148,443
2023-09-30 $11,602,366 142,064
2023-06-30 $14,591,700 170,863
2023-03-31 $14,431,598 164,369
2022-12-31 $11,920,909 140,213
2022-09-30 $11,194,531 141,685
2022-06-30 $10,528,909 138,429
2022-03-31 $8,737,815 99,975
2021-12-31 $6,757,727 68,844
2021-09-30 $6,147,364 63,173
2021-06-30 $6,202,645 67,648
2021-03-31 $5,348,211 68,867
2020-12-31 $5,459,305 79,663
2020-09-30 $3,697,904 76,482
2020-06-30 $3,721,901 77,058
2020-03-31 $2,967,112 87,268