Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$30,467,161
+$6,817,794 QoQ
Shares Held
145,748
+1.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#363
of 2,738 holders
Holding Since
Mar 2020
26 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, 2026MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC holds $138,666,543 across 21 Capital Markets names. MS ranks #2 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
33,858 | $34,242,965 | |
| 2 | MS |
Morgan Stanley
This page
|
145,748 | $30,467,161 | |
| 3 | SCHW |
Schwab Charles Corp
|
187,606 | $17,310,405 | |
| 4 | PJT |
PJT Partners Inc.
|
64,871 | $9,791,628 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
81,532 | $8,176,028 | |
| 6 | SF |
Stifel Financial Corp
|
104,523 | $7,292,569 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
50,697 | $6,799,988 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
196,208 | $5,372,175 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,467,161 | 145,748 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $23,649,367 | 143,704 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $25,940,861 | 146,121 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $24,182,425 | 152,129 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $22,942,290 | 162,873 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $19,324,402 | 165,633 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $21,523,515 | 171,202 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $18,469,138 | 177,179 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $17,886,944 | 184,041 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $17,448,601 | 185,308 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $17,600,564 | 188,746 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $16,666,151 | 204,067 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $18,259,117 | 213,807 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $18,797,804 | 214,098 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $18,391,526 | 216,320 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $16,965,422 | 214,725 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $16,737,459 | 220,056 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $19,199,420 | 219,673 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $21,601,678 | 220,066 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $21,789,168 | 223,915 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $20,790,432 | 226,747 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $17,621,597 | 226,907 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $14,666,516 | 214,016 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $9,232,577 | 190,953 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $9,643,626 | 199,661 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $10,681,270 | 314,155 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||