Position in MKTX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$80,928,787
+$3,919,835 QoQ
Shares Held
490,537
+15.5% QoQ
Ownership
1.38%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93.50935811162053.ToString("F0")%
Shared 0.ToString("F0")%
None 6.49064188837947.ToString("F0")%
Common Shares in MKTX 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. MKTX ranks #21 (0.6% 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 MKTX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,928,787 | 490,537 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $77,008,952 | 424,877 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $95,667,254 | 549,023 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $94,876,389 | 424,807 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $68,052,669 | 314,549 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $75,897,219 | 335,769 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $67,178,965 | 262,213 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $45,469,570 | 226,747 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $63,837,262 | 291,162 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $86,275,071 | 294,605 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $59,528,857 | 278,641 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $74,409,800 | 284,637 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $107,665,394 | 275,155 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $93,432,605 | 335,016 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $61,164,277 | 274,908 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $101,563,771 | 396,718 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $60,560,701 | 178,015 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $33,522,614 | 81,510 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $45,495,516 | 108,145 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $68,542,241 | 147,851 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $53,898,343 | 108,247 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $58,527,470 | 102,579 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $21,210,665 | 44,043 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $16,495,293 | 32,930 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $10,404,117 | 31,284 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||