Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$22,652,409
+$6,005,661 QoQ
Shares Held
108,364
+7.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#400
of 2,716 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, 2026BOKF, NA holds $63,119,048 across 14 Capital Markets names. MS ranks #1 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
108,364 | $22,652,409 | |
| 2 | GS |
Goldman Sachs Group Inc
|
18,852 | $19,066,346 | |
| 3 | EVR |
Evercore Inc.
|
30,377 | $10,371,922 | |
| 4 | SCHW |
Schwab Charles Corp
|
63,347 | $5,845,027 | |
| 5 | OPY |
Oppenheimer Holdings Inc
|
23,850 | $2,517,129 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
10,547 | $1,414,669 | |
| 7 | TW |
Tradeweb Markets Inc.
|
5,987 | $596,664 | |
| 8 | SNEX |
StoneX Group Inc.
|
5,913 | $467,127 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,652,409 | 108,364 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $16,646,748 | 101,153 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $18,699,234 | 105,330 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $17,800,340 | 111,980 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $16,346,098 | 116,045 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $17,027,402 | 145,945 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $18,550,614 | 147,555 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,644,443 | 150,081 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,543,522 | 139,351 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $9,095,384 | 96,595 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,958,847 | 53,178 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,443,190 | 78,893 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $7,799,581 | 91,330 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $8,326,600 | 94,836 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $7,409,237 | 87,147 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $10,209,987 | 129,224 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $9,766,636 | 128,407 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $11,270,492 | 128,953 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $13,842,522 | 141,020 | Shares | Other | 2022-03-11 | |
| 2021-09-30 | $13,107,072 | 134,694 | Shares | Other | 2021-11-10 | |
| 2021-03-31 | $2,165,859 | 27,889 | Shares | Other | 2021-04-21 | |
| 2020-12-31 | $1,393,488 | 20,334 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $2,545,240 | 52,642 | Shares | Other | 2020-10-30 | |
| 2020-06-30 | $1,554,099 | 32,176 | Shares | Other | 2020-08-12 | |
| 2020-03-31 | $1,065,356 | 31,334 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||