Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,497,818
+$540,917 QoQ
Shares Held
11,949
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#997
of 2,723 holders
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 Jun 30, 2026BERKSHIRE ASSET MANAGEMENT LLC/PA holds $40,704,702 across 2 Capital Markets names. MS ranks #2 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
414,077 | $38,206,884 | |
| 2 | MS |
Morgan Stanley
This page
|
11,949 | $2,497,818 |
All Filings in MS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,497,818 | 11,949 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,956,901 | 11,891 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,095,209 | 11,802 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,825,496 | 11,484 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,617,636 | 11,484 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,323,271 | 11,342 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,439,871 | 11,453 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,229,615 | 11,796 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,146,453 | 11,796 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,062,313 | 11,282 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,102,401 | 11,822 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $967,217 | 11,843 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,011,392 | 11,843 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,042,712 | 11,876 | Shares | Sole | 2023-06-06 | |
| 2022-12-31 | $1,009,697 | 11,876 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $932,555 | 11,803 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $972,503 | 12,786 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,120,118 | 12,816 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,252,325 | 12,758 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,241,480 | 12,758 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,159,328 | 12,644 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $981,933 | 12,644 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $865,396 | 12,628 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $204,405 | 4,232 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $521,628 | 15,342 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||