Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$108,427,166
+$2,001,229 QoQ
Shares Held
518,691
-19.8% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#169
of 2,723 holders
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, 2026Aristotle Capital Management, LLC holds $108,427,166 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
518,691 | $108,427,166 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,427,166 | 518,691 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $106,425,937 | 646,691 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $117,788,847 | 663,487 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $124,225,173 | 781,487 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $112,052,298 | 795,487 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $92,809,468 | 795,487 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $102,271,585 | 813,487 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $86,153,004 | 826,487 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $79,695,800 | 820,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $87,286,320 | 927,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $86,442,750 | 927,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $66,969,400 | 820,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $70,028,000 | 820,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $71,996,000 | 820,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $69,998,666 | 823,320 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $64,849,827 | 820,780 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $62,476,444 | 821,410 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $71,809,588 | 821,620 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $81,586,763 | 831,161 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $80,880,276 | 831,161 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $76,211,902 | 831,191 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $64,550,293 | 831,191 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $56,961,519 | 831,191 | Shares | Sole | 2021-02-22 | |
| 2020-09-30 | $40,193,645 | 831,306 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $40,152,562 | 831,316 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $28,233,974 | 830,411 | Shares | Sole | 2020-08-20 | |
| No filing history on record for this holder in this stock. | ||||||