Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$33,387,450
+$6,062,742 QoQ
Shares Held
159,718
-3.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#342
of 2,716 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026UMB Bank, n.a. holds $53,636,437 across 32 Capital Markets names. MS ranks #1 (62.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
159,718 | $33,387,450 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
94,985 | $8,267,494 | |
| 3 | GS |
Goldman Sachs Group Inc
|
7,402 | $7,486,160 | |
| 4 | SCHW |
Schwab Charles Corp
|
24,434 | $2,254,524 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,148 | $516,241 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
9,181 | $458,865 | |
| 7 | EVR |
Evercore Inc.
|
580 | $198,034 | |
| 8 | SF |
Stifel Financial Corp
|
2,719 | $189,704 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,387,450 | 159,718 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $27,324,708 | 166,037 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $30,804,472 | 173,517 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $26,442,200 | 166,345 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $24,376,385 | 173,054 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $20,949,848 | 179,565 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $23,547,481 | 187,301 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $20,405,708 | 195,757 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $20,138,156 | 207,204 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $24,933,379 | 264,798 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $50,482,938 | 541,372 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $47,878,628 | 586,245 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $52,996,251 | 620,565 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $54,560,148 | 621,414 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $53,201,434 | 625,752 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $49,183,408 | 622,496 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $36,363,905 | 478,095 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $41,198,436 | 471,378 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $44,997,917 | 458,414 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $39,681,850 | 407,788 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $36,641,340 | 399,622 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $30,707,617 | 395,411 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $21,238,679 | 309,918 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $3,275,180 | 67,739 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $3,271,792 | 67,739 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $2,594,438 | 76,307 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||