Position in BGC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$49,811,901
-$443,134 QoQ
Shares Held
5,093,242
-9.5% QoQ
Ownership
1.06%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 83.69790793368938.ToString("F0")%
Shared 0.ToString("F0")%
None 16.302092066310614.ToString("F0")%
Common Shares in BGC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $13,650,547,353 across 77 Capital Markets names. BGC ranks #28 (0.4% 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 BGC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,811,901 | 5,093,242 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $50,255,035 | 5,627,664 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $47,648,596 | 5,036,850 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $56,055,987 | 5,479,569 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $42,862,511 | 4,674,211 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $43,892,036 | 4,844,596 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $52,409,598 | 5,709,107 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $50,162,499 | 6,043,675 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $40,517,818 | 5,214,649 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $49,335,866 | 6,833,223 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $27,414,650 | 5,192,169 | Shares | Defined | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||