Position in MS
as of Sep 30, 2026
· filed Oct 6, 2026
Position Value
$794,073
-$92,047 QoQ
Shares Held
4,222
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#24
of 51 holders
Holding Since
Dec 2024
8 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 Sep 30, 2026CONGRESS ASSET MANAGEMENT CO holds $390,850,756 across 7 Capital Markets names. MS ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
1,502,435 | $128,337,997 | |
| 2 | GS |
Goldman Sachs Group Inc
|
140,701 | $126,681,552 | |
| 3 | PJT |
PJT Partners Inc.
|
728,580 | $103,975,651 | |
| 4 | VIRT |
Virtu Financial, Inc.
|
433,662 | $23,920,795 | |
| 5 | CLSK |
Cleanspark, Inc.
|
508,982 | $6,555,688 | |
| 6 | MS |
Morgan Stanley
This page
|
4,222 | $794,073 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
5,200 | $585,000 |
All Filings in MS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $794,073 | 4,222 | Shares | Sole | 2026-10-06 | |
| 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. | ||||||