Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$42,346,905
+$16,647,654 QoQ
Shares Held
202,578
+29.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#298
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BLAIR WILLIAM & CO/IL holds $363,146,817 across 18 Capital Markets names. MS ranks #4 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
147,217 | $148,890,857 | |
| 2 | SCHW |
Schwab Charles Corp
|
739,229 | $68,208,659 | |
| 3 | MIAX |
Miami International Holdings, Inc.
|
1,769,432 | $65,752,093 | |
| 4 | MS |
Morgan Stanley
This page
|
202,578 | $42,346,905 | |
| 5 | SNEX |
StoneX Group Inc.
|
179,094 | $14,148,426 | |
| 6 | EVR |
Evercore Inc.
|
25,986 | $8,872,659 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
15,924 | $4,485,472 | |
| 8 | TW |
Tradeweb Markets Inc.
|
40,590 | $4,045,199 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,346,905 | 202,578 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $25,699,251 | 156,160 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $27,821,258 | 156,713 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $24,260,157 | 152,618 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $21,644,970 | 153,663 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $18,328,740 | 157,099 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $19,802,408 | 157,512 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $16,612,103 | 159,364 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $15,357,769 | 158,018 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $15,513,048 | 164,752 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $15,106,873 | 162,004 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $14,252,395 | 174,512 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $14,514,327 | 169,957 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $15,505,128 | 176,596 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $15,257,944 | 179,463 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $14,780,558 | 187,072 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $13,299,775 | 174,859 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $18,700,715 | 213,967 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $18,431,895 | 187,774 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,154,797 | 124,908 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,264,116 | 122,850 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $10,186,895 | 131,173 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $7,277,406 | 106,193 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,703,729 | 97,285 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $4,303,288 | 89,095 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,566,932 | 75,498 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||