Position in MS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$23,649,367
-$2,291,494 QoQ
Shares Held
143,704
-1.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC holds $121,770,177 across 20 Capital Markets names. MS ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
33,876 | $28,658,757 | |
| 2 | MS |
Morgan Stanley
This page
|
143,704 | $23,649,367 | |
| 3 | SCHW |
Schwab Charles Corp
|
188,357 | $17,701,790 | |
| 4 | PJT |
PJT Partners Inc.
|
80,214 | $11,207,500 | |
| 5 | SF |
Stifel Financial Corp
|
108,931 | $8,052,179 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
52,960 | $7,606,115 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
84,068 | $5,825,912 | |
| 8 | EVR |
Evercore Inc.
|
14,822 | $4,424,515 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||