HIGHLAND CAPITAL MANAGEMENT, LLC

Position in MS — Morgan Stanley

CIK 860486 MEMPHIS, TN

Position in MS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$7,094,817

+$1,492,855 QoQ

Shares Held

33,940

-0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#648

of 2,722 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Financial Services · as of Jun 30, 2026

HIGHLAND CAPITAL MANAGEMENT, LLC holds $46,719,178 across 4 Capital Markets names. MS ranks #2 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	36,043	$36,452,808
2	MS	Morgan Stanley This page	33,940	$7,094,817
3	HLI	Houlihan Lokey, Inc.	14,525	$1,948,238
4	SCHW	Schwab Charles Corp	13,258	$1,223,315

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,094,817	33,940	-0.3%	Shares	Sole	2026-07-21
2026-03-31	$5,601,962	34,040	-1.1%	Shares	Sole	2026-04-13
2025-12-31	$6,108,807	34,410	-4.5%	Shares	Sole	2026-02-02
2025-09-30	$5,725,739	36,020	-1.0%	Shares	Sole	2025-10-16
2025-06-30	$5,123,078	36,370	-21.6%	Shares	Sole	2025-07-22
2025-03-31	$5,412,554	46,392	+9.5%	Shares	Sole	2025-04-24
2024-12-31	$5,326,002	42,364	+12.1%	Shares	Sole	2025-01-23
2024-09-30	$3,940,584	37,803	-5.2%	Shares	Sole	2024-10-23
2024-06-30	$3,875,159	39,872	-7.5%	Shares	Sole	2024-07-25
2024-03-31	$4,056,601	43,082	-1.2%	Shares	Sole	2024-05-07
2023-12-31	$4,067,844	43,623	+1.0%	Shares	Sole	2024-01-17
2023-09-30	$3,528,389	43,203	-14.6%	Shares	Sole	2023-11-14
2023-06-30	$4,319,702	50,582	+0.7%	Shares	Sole	2023-08-09
2023-03-31	$4,412,125	50,252	+5.5%	Shares	Sole	2023-05-11
2022-12-31	$4,049,757	47,633	-0.5%	Shares	Sole	2023-02-07
2022-09-30	$3,781,655	47,863	-0.2%	Shares	Sole	2022-11-10
2022-06-30	$3,647,305	47,953	-0.4%	Shares	Sole	2022-07-14
2022-03-31	$4,207,436	48,140	+1452.9%	Shares	Sole	2022-04-19
2021-12-31	$304,296	3,100	-13.9%	Shares	Sole	2022-01-28
2021-09-30	$350,316	3,600	—	Shares	Sole	2021-10-25
No filing history on record for this holder in this stock.