SEC 13F Intelligence

Capital Analysts, LLC / MS

Capital Analysts, LLC’s Morgan Stanley Position

Does Capital Analysts, LLC own Morgan Stanley (MS)? Yes — 122.7K shares worth $20M (+0.53% of its 13F portfolio) as of Q1 2026, down from 126.0K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
122.7K
% of Portfolio
+0.53%
Quarters Held
30
currently held

Position History MS

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $4MQ4 ’19Q1 ’20: $3MQ2 ’20: $4MQ3 ’20: $4MQ4 ’20: $6MQ4 ’20Q1 ’21: $6MQ2 ’21: $7MQ3 ’21: $8MQ4 ’21: $8MQ4 ’21Q1 ’22: $7MQ2 ’22: $6MQ3 ’22: $7MQ4 ’22: $8MQ4 ’22Q1 ’23: $8MQ2 ’23: $8MQ3 ’23: $9MQ4 ’23: $10MQ4 ’23Q1 ’24: $10MQ2 ’24: $11MQ3 ’24: $12MQ4 ’24: $15MQ4 ’24Q1 ’25: $14MQ2 ’25: $17MQ3 ’25: $20MQ4 ’25: $22MQ4 ’25Q1 ’26: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026122.7K$20M+0.53%
Q4 2025126.0K$22M+0.62%
Q3 2025126.7K$20M+0.59%
Q2 2025123.8K$17M+0.58%
Q1 2025118.1K$14M+0.51%
Q4 2024115.4K$15M+0.58%
Q3 2024114.5K$12M+0.49%
Q2 2024112.8K$11M+0.48%
Q1 2024109.0K$10M+0.48%
Q4 2023107.5K$10M+0.50%
Q3 2023105.1K$9M+0.48%
Q2 202397.6K$8M+0.46%
Q1 202392.8K$8M+0.47%
Q4 202290.8K$8M+0.47%
Q3 202289.5K$7M+0.49%
Q2 202284.7K$6M+0.45%
Q1 202281.1K$7M+0.45%
Q4 202178.6K$8M+0.47%
Q3 202179.4K$8M+0.51%
Q2 202180.4K$7M+0.49%
Q1 202179.3K$6M+0.43%
Q4 202082.4K$6M+0.50%
Q3 202079.9K$4M+0.37%
Q2 202080.4K$4M+0.41%
Q1 202082.8K$3M+0.35%
Q4 201980.6K$4M+0.41%
Q3 201979.6K$3M+0.36%
Q2 201976.9K$3M+0.37%
Q1 201977.2K$3M+0.38%
Q4 201877.1K$3M+0.40%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Analysts, LLC’s full portfolio or all institutional holders of MS.