Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,126,934
+$234,142 QoQ
Shares Held
5,391
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,335
of 2,722 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026DAVIS R M INC holds $59,797,710 across 3 Capital Markets names. MS ranks #3 (1.9% of the industry book) .
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,126,934 | 5,391 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $892,792 | 5,425 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,122,522 | 6,323 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,086,809 | 6,837 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $904,180 | 6,419 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $738,287 | 6,328 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $877,148 | 6,977 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $623,772 | 5,984 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $581,390 | 5,982 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $465,903 | 4,948 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $461,401 | 4,948 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $404,103 | 4,948 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $422,559 | 4,948 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $430,395 | 4,902 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $423,569 | 4,982 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $322,913 | 4,087 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $302,034 | 3,971 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $347,065 | 3,971 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $389,793 | 3,971 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $421,644 | 4,333 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $364,100 | 3,971 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $310,562 | 3,999 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $272,132 | 3,971 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||