MORGAN STANLEY

Position in MRX — Marex Group Ltd

CIK 895421 NEW YORK, NY

Position in MRX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$71,294,552

+$50,016,612 QoQ

Shares Held

1,169,722

+145.1% QoQ

Ownership

1.63%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#14

of 217 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $16,538,629,974 across 78 Capital Markets names. MRX ranks #27 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$71,294,552	1,169,722	+145.1%	Shares	Defined	2026-08-13
2026-03-31	$21,277,940	477,298	-13.9%	Shares	Defined	2026-05-15
2025-12-31	$21,270,233	554,490	-30.1%	Shares	Defined	2026-05-27
2025-09-30	$26,650,907	792,710	-38.0%	Shares	Defined	2026-05-27
2025-06-30	$50,436,933	1,277,855	+27.7%	Shares	Defined	2025-08-15
2025-03-31	$35,355,741	1,001,012	-1.0%	Shares	Defined	2025-05-15
2024-12-31	$31,509,751	1,010,900	+100.7%	Shares	Defined	2025-05-15
2024-09-30	$11,896,588	503,666	+238.1%	Shares	Defined	2025-05-14
2024-06-30	$2,979,340	148,967	—	Shares	Defined	2025-05-14
No filing history on record for this holder in this stock.