Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$70,065,400
+$20,356,209 QoQ
Shares Held
335,177
+11.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#231
of 2,736 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CIBC Asset Management Inc holds $233,113,625 across 27 Capital Markets names. MS ranks #2 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
81,443 | $82,369,006 | |
| 2 | MS |
Morgan Stanley
This page
|
335,177 | $70,065,400 | |
| 3 | SCHW |
Schwab Charles Corp
|
411,308 | $37,951,389 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
185,915 | $18,643,556 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
104,735 | $9,116,134 | |
| 6 | FUTU |
Futu Holdings Ltd
|
67,160 | $6,295,578 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
9,766 | $2,750,886 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
9,519 | $596,174 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,065,400 | 335,177 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $49,709,191 | 302,055 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $52,782,331 | 297,315 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $29,359,912 | 184,700 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $27,462,206 | 194,961 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $25,859,322 | 221,645 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $28,457,099 | 226,353 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $23,057,471 | 221,196 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $18,512,168 | 190,474 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $19,796,386 | 210,242 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $18,525,791 | 198,668 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $17,543,369 | 214,808 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $18,935,827 | 221,731 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $19,657,805 | 223,893 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $20,635,714 | 242,716 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $18,850,047 | 238,578 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $17,514,412 | 230,271 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $19,139,201 | 218,984 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $18,965,591 | 193,211 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $18,391,881 | 189,003 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $16,514,560 | 180,113 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $13,649,987 | 175,766 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $10,114,342 | 147,590 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $6,020,590 | 124,521 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $5,902,501 | 122,205 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $4,138,412 | 121,718 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||