Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$256,697,352
+$135,272,343 QoQ
Shares Held
1,227,982
+66.4% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#89
of 2,722 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, 2026BESSEMER GROUP INC holds $884,639,115 across 33 Capital Markets names. MS ranks #2 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
3,874,453 | $337,232,383 | |
| 2 | MS |
Morgan Stanley
This page
|
1,227,982 | $256,697,352 | |
| 3 | TW |
Tradeweb Markets Inc.
|
1,603,992 | $159,853,838 | |
| 4 | SNEX |
StoneX Group Inc.
|
481,012 | $37,998,564 | |
| 5 | SCHW |
Schwab Charles Corp
|
273,968 | $25,279,024 | |
| 6 | MC |
Moelis & Co
|
247,502 | $16,190,073 | |
| 7 | PIPR |
Piper Sandler Companies
|
220,249 | $15,931,362 | |
| 8 | GS |
Goldman Sachs Group Inc
|
14,245 | $14,384,733 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,697,352 | 1,227,982 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $121,425,009 | 737,832 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $242,812,391 | 1,367,726 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $225,659,771 | 1,419,601 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $198,481,735 | 1,409,071 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $171,457,409 | 1,469,593 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $192,665,643 | 1,532,498 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $119,529,710 | 1,146,678 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $109,232,320 | 1,123,905 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $73,393,101 | 779,451 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $13,626,806 | 146,132 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $12,100,142 | 148,159 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $12,835,789 | 150,302 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $13,074,208 | 148,909 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $12,426,691 | 146,162 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $11,789,474 | 149,215 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $25,197,915 | 331,290 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $265,186,279 | 3,034,168 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $40,554,507 | 413,147 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $29,114,857 | 299,197 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $29,306,230 | 319,623 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $26,166,525 | 336,937 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $31,156,202 | 454,636 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $16,919,742 | 349,943 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $19,425,049 | 402,175 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $14,805,198 | 435,447 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||