Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$269,078,038
-$27,207,282 QoQ
Shares Held
1,635,037
-2.0% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 99.94104108959002.ToString("F0")%
None 0.058958910409978485.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Fayez Sarofim & Co holds $272,493,425 across 3 Capital Markets names. MS ranks #1 (98.7% of the industry book) .
All Filings in MS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $269,078,038 | 1,635,037 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $296,285,320 | 1,668,931 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $286,743,651 | 1,803,873 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $259,753,868 | 1,844,057 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $236,891,784 | 2,030,443 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $281,451,123 | 2,238,714 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $199,425,192 | 1,913,135 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $200,030,139 | 2,058,135 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $109,110,346 | 1,158,776 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $136,089,981 | 1,459,410 | Shares | Defined | 2024-02-15 | |
| 2023-09-30 | $119,053,951 | 1,457,744 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $158,643,309 | 1,857,650 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $268,738,766 | 3,060,806 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $289,950,761 | 3,410,383 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $269,515,513 | 3,411,157 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $259,456,783 | 3,411,212 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $298,139,928 | 3,411,212 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $335,107,538 | 3,413,891 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $331,109,340 | 3,402,624 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $312,518,853 | 3,408,429 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $264,247,856 | 3,402,625 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||