MORGAN STANLEY

Position in SF — Stifel Financial Corp

CIK 895421 NEW YORK, NY

Back to SF Full portfolio

Position in SF

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$145,964,489

+$28,658,151 QoQ

Shares Held

1,974,628

+40.5% QoQ

Ownership

0.522%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 89.31393659970385.ToString("F0")% Shared 0.ToString("F0")% None 10.686063400296158.ToString("F0")%

Common Shares in SF Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

MORGAN STANLEY holds $13,650,547,346 across 77 Capital Markets names. SF ranks #13 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,816,599	$5,766,774,576
2	SCHW	Schwab Charles Corp	22,033,942	$2,070,749,858
3	MS	Morgan Stanley	6,127,396	$1,008,385,555
4	HOOD	Robinhood Markets, Inc.	11,420,694	$791,454,086
5	CRCL	Circle Internet Group, Inc.	4,981,737	$475,307,519
6	LPLA	LPL Financial Holdings Inc.	1,283,665	$386,164,935
7	IBKR	Interactive Brokers Group, Inc.	4,765,572	$319,626,906
8	EVR	Evercore Inc.	917,801	$273,972,767

All Filings in SF

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$145,964,489	1,974,628	+40.5%	Shares	Defined	2026-05-15
2025-12-31	$117,306,338	1,405,203	-0.1%	Shares	Defined	2026-05-27
2025-09-30	$106,362,884	1,406,048	-8.0%	Shares	Defined	2026-05-27
2025-06-30	$105,780,230	1,528,910	-23.9%	Shares	Defined	2025-08-15
2025-03-31	$126,254,038	2,009,135	-21.6%	Shares	Defined	2025-05-15
2024-12-31	$181,339,226	2,564,186	+7.7%	Shares	Defined	2025-05-15
2024-09-30	$148,994,755	2,380,108	-0.2%	Shares	Defined	2025-05-14
2024-06-30	$133,847,636	2,385,876	-6.7%	Shares	Defined	2025-05-14
2024-03-31	$133,200,283	2,555,975	+0.0%	Shares	Defined	2024-10-17
2023-12-31	$117,794,114	2,555,187	-15.8%	Shares	Defined	2024-08-16
2023-09-30	$124,324,772	3,035,273	+21.2%	Shares	Defined	2023-11-15
2023-06-30	$99,639,066	2,504,753	-22.2%	Shares	Defined	2023-08-14
2023-03-31	$126,906,532	3,221,526	+3.2%	Shares	Defined	2023-05-15
2022-12-31	$121,415,247	3,120,148	+422.3%	Shares	Defined	2023-02-14
2022-09-30	$20,672,066	597,343	-8.0%	Shares	Defined	2022-11-14
2022-06-30	$24,261,085	649,618	+319.0%	Shares	Defined	2022-10-27
2022-03-31	$7,017,783	155,032	-20.1%	Shares	Defined	2022-10-27
2021-12-31	$9,107,281	193,992	-6.1%	Shares	Defined	2022-02-14
2021-09-30	$9,364,664	206,695	-3.6%	Shares	Defined	2021-11-15
2021-06-30	$9,271,130	214,411	+62.9%	Shares	Defined	2021-08-23
2021-03-31	$5,621,735	131,636	-47.9%	Shares	Defined	2021-05-17
2020-12-31	$8,494,365	252,508	+349.6%	Shares	Defined	2021-02-16
2020-09-30	$1,261,997	56,161	-75.3%	Shares	Defined	2020-11-13
2020-06-30	$4,785,220	227,003	+92.3%	Shares	Defined	2020-08-14
2020-03-31	$2,166,229	118,072	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.