Position in MS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$101,325,418
+$53,018,618 QoQ
Shares Held
615,698
+126.3% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026AGF MANAGEMENT LTD holds $517,568,712 across 7 Capital Markets names. MS ranks #3 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
324,466 | $274,494,990 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
1,635,828 | $113,362,880 | |
| 3 | MS |
Morgan Stanley
This page
|
615,698 | $101,325,418 | |
| 4 | EVR |
Evercore Inc.
|
58,508 | $17,465,223 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
91,156 | $4,009,040 | |
| 6 | TW |
Tradeweb Markets Inc.
|
30,758 | $3,618,986 | |
| 7 | MKTX |
Marketaxess Holdings Inc
|
19,955 | $3,292,175 |
All Filings in MS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $101,325,418 | 615,698 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $48,306,800 | 272,105 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $43,597,958 | 274,270 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $54,354,493 | 385,876 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $38,265,193 | 327,978 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $26,446,836 | 210,363 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $29,296,339 | 281,047 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $35,334,299 | 363,559 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $42,172,192 | 447,878 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $37,327,229 | 400,292 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $29,616,645 | 362,638 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $31,016,340 | 363,189 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $15,007,127 | 170,924 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $8,146,106 | 95,814 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||