Position in HLI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$226,712,555
-$1,931,772 QoQ
Shares Held
1,690,245
+6.2% QoQ
Ownership
2.42%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#8
of 514 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $16,538,629,974 across 78 Capital Markets names. HLI ranks #12 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,030,974 | $7,110,916,164 | |
| 2 | SCHW |
Schwab Charles Corp
|
22,793,553 | $2,103,161,122 | |
| 3 | MS |
Morgan Stanley
|
6,085,858 | $1,272,187,752 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
10,105,436 | $1,013,373,115 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
8,315,961 | $520,828,628 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
5,146,242 | $447,928,898 | |
| 7 | HUT |
Hut 8 Corp.
|
3,320,981 | $383,390,646 | |
| 8 | IREN |
IREN Ltd
|
7,257,285 | $331,875,639 |
All Filings in HLI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,712,555 | 1,690,245 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $228,644,327 | 1,592,009 | Shares | Defined | 2026-05-15 | |
| 2025-06-30 | $112,155,633 | 623,260 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $88,307,875 | 546,798 | Shares | Defined | 2025-05-15 | |
| 2024-03-31 | $95,168,250 | 742,400 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $85,288,379 | 711,270 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $77,452,254 | 723,042 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $85,828,556 | 873,040 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $80,110,211 | 915,650 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $81,168,965 | 931,264 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $30,836,899 | 409,086 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $20,379,668 | 196,867 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $17,579,586 | 190,875 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $11,183,987 | 168,155 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $17,461,848 | 259,733 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $7,348,181 | 124,440 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,183,884 | 111,141 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,311,885 | 44,357 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||