HM PAYSON & CO

Position in MS — Morgan Stanley

CIK 928052 PORTLAND, ME

Position in MS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$15,123,834

+$13,559,926 QoQ

Shares Held

72,349

+661.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#475

of 2,716 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 65% Shared 0% None 35%

Financial Services · as of Jun 30, 2026

HM PAYSON & CO holds $20,658,625 across 16 Capital Markets names. MS ranks #1 (73.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	72,349	$15,123,834
2	LPLA	LPL Financial Holdings Inc.	7,405	$2,085,840
3	SCHW	Schwab Charles Corp	18,394	$1,697,213
4	GS	Goldman Sachs Group Inc	505	$510,741
5	SNEX	StoneX Group Inc.	4,050	$319,950
6	IBKR	Interactive Brokers Group, Inc.	3,605	$313,778
7	CLSK	Cleanspark, Inc.	17,703	$257,578
8	HOOD	Robinhood Markets, Inc.	1,176	$117,928

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,123,834	72,349	+661.3%	Shares	Sole	2026-07-17
2026-03-31	$1,563,908	9,503	+17.5%	Shares	Sole	2026-04-13
2025-12-31	$1,436,216	8,090	-7.0%	Shares	Sole	2026-02-12
2025-09-30	$1,383,269	8,702	+2.5%	Shares	Sole	2025-10-17
2025-06-30	$1,195,759	8,489	+5.6%	Shares	Sole	2025-10-17
2025-03-31	$938,026	8,040	+10.8%	Shares	Sole	2025-04-29
2024-12-31	$912,349	7,257	-0.7%	Shares	Sole	2025-02-07
2024-09-30	$761,994	7,310	+24.5%	Shares	Sole	2024-10-28
2024-06-30	$570,601	5,871	-3.8%	Shares	Sole	2024-08-13
2024-03-31	$574,469	6,101	-6.5%	Shares	Sole	2024-06-20
2023-12-31	$608,176	6,522	-5.8%	Shares	Sole	2024-02-13
2023-09-30	$565,319	6,922	0.0%	Shares	Sole	2023-11-06
2023-06-30	$591,138	6,922	-3.2%	Shares	Sole	2023-07-17
2023-03-31	$627,945	7,152	0.0%	Shares	Sole	2023-04-18
2022-12-31	$608,063	7,152	+1.6%	Shares	Sole	2023-02-06
2022-09-30	$555,993	7,037	0.0%	Shares	Sole	2022-10-25
2022-06-30	$535,234	7,037	0.0%	Shares	Sole	2022-08-15
2022-03-31	$615,033	7,037	-0.4%	Shares	Sole	2022-05-12
2021-12-31	$693,500	7,065	+34.6%	Shares	Sole	2022-02-15
2021-09-30	$510,780	5,249	+7.3%	Shares	Sole	2021-11-30
2021-06-30	$448,730	4,894	-1.0%	Shares	Sole	2021-08-17
2021-03-31	$384,028	4,945	-3.5%	Shares	Sole	2021-06-15
2020-12-31	$351,284	5,126	+25.6%	Shares	Sole	2021-03-10
2020-09-30	$197,316	4,081	-16.5%	Shares	Sole	2020-12-21
2020-06-30	$236,042	4,887	0.0%	Shares	Sole	2020-08-13
2020-03-31	$166,158	4,887	—	Shares	Sole	2020-07-01
No filing history on record for this holder in this stock.