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Equibles

MORGAN STANLEY

Position in VALU — Value Line Inc

CIK 895421 NEW YORK, NY
Back to VALU Full portfolio

Position in VALU

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$64,724
+$20,862 QoQ
Shares Held
1,599
+28.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 52 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 37% Shared 0% None 63%

Common Shares in VALU Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $12,093,902,555 across 13 Financial Data & Stock Exchanges names. VALU ranks #13 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SPGI
S&P Global Inc.
 7,725,907 $2,976,776,445
2 CME
Cme Group Inc.
 9,728,195 $2,148,277,290
3 ICE
Intercontinental Exchange, Inc.
 13,117,904 $1,614,945,152
4 MSCI
MSCI Inc.
 2,128,743 $1,192,181,221
5 MCO
Moodys Corp /De/
 2,379,424 $1,077,688,706
6 NDAQ
Nasdaq, Inc.
 11,355,733 $895,058,866
7 CBOE
Cboe Global Markets, Inc.
 2,843,052 $689,923,420
8 COIN
Coinbase Global, Inc.
 3,802,156 $555,837,178

All Filings in VALU

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $64,724 1,599
2026-03-31 $43,862 1,243
2025-12-31 $224,429 5,840
2025-09-30 $63,697 1,630
2025-06-30 $73,873 1,887
2025-03-31 $77,453 2,003
2024-12-31 $135,746 2,571
2024-09-30 $113,318 2,437
2024-06-30 $99,273 2,305
2024-03-31 $99,304 2,452
2023-12-31 $160,434 3,291
2023-09-30 $92,728 2,121
2023-06-30 $109,515 2,386
2023-03-31 $108,400 2,243
2022-12-31 $110,966 2,181
2022-09-30 $90,386 2,059
2022-06-30 $145,967 2,210
2022-03-31 $215,606 3,218
2021-12-31 $96,119 2,053
2021-09-30 $68,208 1,991
2021-06-30 $58,094 1,874
2021-03-31 $51,670 1,833
2020-12-31 $85,655 2,598
2020-09-30 $47,102 1,907
2020-06-30 $98,782 3,660
2020-03-31 $80,874 2,500