Position in MS
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$1,248,098
-$495,424 QoQ
Shares Held
7,584
-22.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026CONGRESS ASSET MANAGEMENT CO holds $367,684,205 across 8 Capital Markets names. MS ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
189,415 | $160,243,195 | |
| 2 | PJT |
PJT Partners Inc.
|
604,352 | $84,440,061 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
971,529 | $65,160,450 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
232,980 | $33,460,587 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
437,424 | $19,237,907 | |
| 6 | CLSK |
Cleanspark, Inc.
|
415,223 | $3,533,547 | |
| 7 | MS |
Morgan Stanley
This page
|
7,584 | $1,248,098 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
5,200 | $360,360 |
All Filings in MS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||