Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$21,511,469
+$10,288,784 QoQ
Shares Held
102,906
+50.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#410
of 2,722 holders
Holding Since
Mar 2020
25 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, 2026ALLSTATE CORP holds $83,416,153 across 24 Capital Markets names. MS ranks #2 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
25,973 | $26,268,312 | |
| 2 | MS |
Morgan Stanley
This page
|
102,906 | $21,511,469 | |
| 3 | SCHW |
Schwab Charles Corp
|
105,334 | $9,719,167 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
68,957 | $6,915,007 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
40,644 | $3,537,653 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
13,424 | $1,800,561 | |
| 7 | SNEX |
StoneX Group Inc.
|
17,626 | $1,392,493 | |
| 8 | HUT |
Hut 8 Corp.
|
11,703 | $1,351,052 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,511,469 | 102,906 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $11,222,685 | 68,194 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $16,139,784 | 90,913 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,567,432 | 41,315 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $369,334 | 2,622 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,710,106 | 31,800 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,515,610 | 35,918 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $377,485 | 3,884 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $365,717 | 3,884 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $388,852 | 4,170 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $407,206 | 4,986 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $425,804 | 4,986 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $437,770 | 4,986 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,709,427 | 55,392 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,317,817 | 54,649 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,825,209 | 50,292 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,907,597 | 56,151 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,685,260 | 119,043 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,574,098 | 36,729 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,616,436 | 39,442 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,232,286 | 41,621 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,694,051 | 39,312 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,564,364 | 32,355 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,491,600 | 30,882 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,367,684 | 40,226 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||