Position in MS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$886,120
-$361,978 QoQ
Shares Held
4,239
-44.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,474
of 2,722 holders
Holding Since
Dec 2024
7 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, 2026CONGRESS ASSET MANAGEMENT CO holds $460,171,514 across 7 Capital Markets names. MS ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
182,093 | $184,163,397 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
1,527,739 | $132,974,402 | |
| 3 | PJT |
PJT Partners Inc.
|
723,474 | $109,201,165 | |
| 4 | VIRT |
Virtu Financial, Inc.
|
441,795 | $26,317,728 | |
| 5 | CLSK |
Cleanspark, Inc.
|
419,742 | $6,107,246 | |
| 6 | MS |
Morgan Stanley
This page
|
4,239 | $886,120 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
5,200 | $521,456 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $886,120 | 4,239 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,248,098 | 7,584 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,743,522 | 9,821 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,659,383 | 10,439 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,909,639 | 13,557 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,683,898 | 14,433 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,827,088 | 14,533 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||