Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$43,939,998
+$7,110,055 QoQ
Shares Held
210,199
-6.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#289
of 2,723 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, 2026HERITAGE INVESTORS MANAGEMENT CORP holds $97,766,120 across 2 Capital Markets names. MS ranks #2 (44.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
53,221 | $53,826,122 | |
| 2 | MS |
Morgan Stanley
This page
|
210,199 | $43,939,998 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,939,998 | 210,199 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $36,829,943 | 223,795 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $40,138,112 | 226,092 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $36,827,058 | 231,675 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $34,667,758 | 246,115 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $29,402,706 | 252,016 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $32,400,181 | 257,717 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $27,221,859 | 261,146 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $25,961,198 | 267,118 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $25,412,559 | 269,887 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $24,763,376 | 265,559 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $21,068,001 | 257,965 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $21,828,752 | 255,606 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $22,130,868 | 252,060 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $21,385,080 | 251,530 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $19,779,600 | 250,343 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $19,271,094 | 253,367 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $21,416,233 | 245,037 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $23,872,708 | 243,202 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $23,840,074 | 244,991 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $23,311,724 | 254,245 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $20,184,222 | 259,905 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $18,419,013 | 268,773 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $12,681,624 | 262,288 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $12,576,064 | 260,374 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $8,761,528 | 257,692 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||