Position in SCI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$285,877,586
+$30,116,268 QoQ
Shares Held
3,464,763
+5.6% QoQ
Ownership
2.51%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in SCI Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026MORGAN STANLEY holds $823,945,125 across 13 Personal Services names. SCI ranks #2 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
5,466,561 | $291,969,016 | |
| 2 | SCI |
Service Corp International
This page
|
3,464,763 | $285,877,586 | |
| 3 | BFAM |
Bright Horizons Family Solutions Inc.
|
1,072,567 | $88,089,918 | |
| 4 | FTDR |
Frontdoor, Inc.
|
1,608,767 | $85,039,417 | |
| 5 | HRB |
H&R Block Inc
|
1,988,035 | $63,100,226 | |
| 6 | CSV |
Carriage Services Inc
|
135,063 | $6,166,975 | |
| 7 | MED |
Medifast Inc
|
325,312 | $3,314,926 | |
| 8 | ANDG |
Andersen Group Inc.
|
13,787 | $375,004 |
All Filings in SCI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $285,877,586 | 3,464,763 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $255,761,318 | 3,280,253 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $288,352,466 | 3,464,942 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $276,552,506 | 3,397,451 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $243,301,693 | 3,033,687 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $281,633,847 | 3,528,362 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $245,566,852 | 3,111,198 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $223,324,648 | 3,139,669 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $241,709,457 | 3,257,101 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $230,845,495 | 3,372,469 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $181,144,248 | 3,170,183 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $206,657,829 | 3,199,533 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $221,142,894 | 3,215,221 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $239,143,777 | 3,458,834 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $85,050,266 | 1,472,987 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $110,413,390 | 1,597,416 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $77,030,065 | 1,170,314 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $104,401,085 | 1,470,645 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $33,317,689 | 552,899 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $28,452,160 | 530,923 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $35,107,643 | 687,711 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $25,793,257 | 525,321 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $8,828,018 | 209,294 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $13,104,606 | 336,966 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,561,761 | 193,346 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||