Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,304,024,532
-$299,918,710 QoQ
Shares Held
7,923,829
-12.3% QoQ
Ownership
0.502%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95.61388818461378.ToString("F0")%
Shared 3.4729169445731354.ToString("F0")%
None 0.9131948708130879.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Mar 31, 2026CallValue
$22,216,950
CallShares
135,000
PutValue
$49,189,973
PutShares
298,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Mar 31, 2026ROYAL BANK OF CANADA holds $3,770,935,744 across 59 Capital Markets names. MS ranks #2 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,595,127 | $1,349,461,484 | |
| 2 | MS |
Morgan Stanley
This page
|
7,923,829 | $1,304,024,532 | |
| 3 | SCHW |
Schwab Charles Corp
|
4,863,249 | $457,048,133 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
1,751,495 | $251,549,705 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,682,514 | $112,846,208 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
1,066,822 | $73,930,761 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
157,829 | $47,479,693 | |
| 8 | MC |
Moelis & Co
|
649,724 | $37,034,268 |
All Filings in MS
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,189,973 | 298,900 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $1,304,024,532 | 7,923,829 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $22,216,950 | 135,000 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $76,905,996 | 433,200 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $1,603,943,242 | 9,034,773 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $123,383,350 | 695,000 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $1,239,694,223 | 7,798,781 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $55,461,144 | 348,900 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $135,831,320 | 854,500 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $25,636,520 | 182,000 | Call | Sole | 2025-11-21 | |
| 2025-06-30 | $1,315,804,666 | 9,341,223 | Shares | Defined | 2025-11-21 | |
| 2025-06-30 | $39,708,434 | 281,900 | Put | Sole | 2025-11-21 | |
| 2025-03-31 | $134,800,518 | 1,155,400 | Put | Sole | 2025-11-21 | |
| 2025-03-31 | $36,984,390 | 317,000 | Call | Sole | 2025-11-21 | |
| 2025-03-31 | $1,095,286,754 | 9,387,904 | Shares | Defined | 2025-11-21 | |
| 2024-12-31 | $21,372,400 | 170,000 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $27,909,840 | 222,000 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $1,091,829,917 | 8,684,616 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $81,828,400 | 785,000 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $72,968,000 | 700,000 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $786,787,566 | 7,547,847 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $26,727,250 | 275,000 | Call | Sole | 2024-11-06 | |
| 2024-06-30 | $755,134,414 | 7,769,672 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $63,173,500 | 650,000 | Put | Sole | 2024-11-06 | |
| 2024-03-31 | $9,416,000 | 100,000 | Put | Sole | 2024-11-05 | |
| 2024-03-31 | $431,207,501 | 4,579,519 | Shares | Defined | 2024-11-05 | |
| 2023-12-31 | $11,656,250 | 125,000 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $1,396,191,213 | 14,972,560 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $23,303,175 | 249,900 | Call | Sole | 2024-02-14 | |
| 2023-09-30 | $2,041,750 | 25,000 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $1,243,221,731 | 15,222,502 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,355,697,495 | 15,874,678 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $2,135,000 | 25,000 | Put | Sole | 2023-08-14 | |
| 2023-03-31 | $25,023,000 | 285,000 | Put | Sole | 2023-05-15 | |
| 2023-03-31 | $1,313,445,409 | 14,959,515 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $60,236,670 | 708,500 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $1,032,598,499 | 12,145,360 | Shares | Defined | 2023-02-14 | |
| 2022-12-31 | $3,188,250 | 37,500 | Call | Sole | 2023-02-14 | |
| 2022-09-30 | $78,693,960 | 996,000 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $412,479,838 | 5,220,603 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $9,805,141 | 124,100 | Call | Sole | 2022-11-14 | |
| 2022-06-30 | $6,084,800 | 80,000 | Call | Sole | 2022-08-15 | |
| 2022-06-30 | $53,774,420 | 707,000 | Put | Defined | 2022-08-15 | |
| 2022-06-30 | $390,315,271 | 5,131,676 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $409,465,586 | 4,684,961 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $59,615,540 | 682,100 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $5,681,000 | 65,000 | Call | Sole | 2022-05-16 | |
| 2021-12-31 | $124,869,336 | 1,272,100 | Put | Defined | 2022-02-14 | |
| 2021-12-31 | $753,042,972 | 7,671,587 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,987,417 | 30,700 | Call | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||