Position in SIEB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,802
-$44,332 QoQ
Shares Held
8,232
-52.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in SIEB Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $13,683,169,113 across 77 Capital Markets names. SIEB ranks #59 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 SIEB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,802 | 8,232 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $60,134 | 17,133 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $37,960 | 13,001 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $159,472 | 36,080 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $9,845 | 3,271 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $7,353 | 2,327 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $5,887 | 2,327 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $4,048 | 2,327 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $4,909 | 2,327 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $3,909 | 2,327 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $4,654 | 2,387 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $5,770 | 2,327 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,444 | 2,327 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,164 | 2,327 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,444 | 2,328 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,609 | 2,329 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $5,639 | 2,611 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $5,488 | 2,366 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,372 | 2,798 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $117,284 | 24,384 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $220,453 | 54,433 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $46,174 | 10,994 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $11,340 | 3,511 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $27,677 | 5,470 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $21,550 | 2,985 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||