Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$480,708
-$58,628 QoQ
Shares Held
2,921
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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 Mar 31, 2026CRAWFORD INVESTMENT COUNSEL INC holds $117,249,220 across 6 Capital Markets names. MS ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
986,317 | $92,694,071 | |
| 2 | LAZ |
Lazard, Inc.
|
385,702 | $16,384,620 | |
| 3 | PIPR |
Piper Sandler Companies
|
62,460 | $4,781,313 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
5,130 | $1,543,257 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
9,506 | $1,365,251 | |
| 6 | MS |
Morgan Stanley
This page
|
2,921 | $480,708 |
All Filings in MS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $480,708 | 2,921 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $539,336 | 3,038 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $460,984 | 2,900 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $412,719 | 2,930 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $390,377 | 3,346 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $412,738 | 3,283 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $342,949 | 3,290 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $314,604 | 3,237 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $305,266 | 3,242 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $311,175 | 3,337 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $266,815 | 3,267 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $279,001 | 3,267 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $294,130 | 3,350 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $254,124 | 2,989 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $239,242 | 3,028 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $330,404 | 4,344 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $441,807 | 5,055 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $493,548 | 5,028 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $514,088 | 5,283 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $489,532 | 5,339 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $375,796 | 4,839 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $274,120 | 4,000 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||