Position in LAZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$89,640,618
+$25,742,376 QoQ
Shares Held
2,137,354
+42.1% QoQ
Ownership
1.91%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#12
of 343 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in LAZ 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. LAZ ranks #26 (0.5% 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 LAZ
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,640,618 | 2,137,354 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $63,898,242 | 1,504,196 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $75,191,708 | 1,548,429 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $78,177,681 | 1,481,199 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $78,688,781 | 1,640,033 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $94,499,214 | 2,182,430 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $136,248,662 | 2,646,633 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $134,855,921 | 2,676,775 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $116,110,683 | 3,041,139 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $153,385,841 | 3,663,383 | Shares | Defined | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||