CI INVESTMENTS INC.

Position in MS — Morgan Stanley

CIK 1163648 TORONTO, Z4

Position in MS

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$2,313,689

+$424,238 QoQ

Shares Held

14,059

+32.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

CI INVESTMENTS INC. holds $108,449,067 across 13 Capital Markets names. MS ranks #5 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	100,128	$84,707,286
2	HOOD	Robinhood Markets, Inc.	144,147	$9,989,387
3	SCHW	Schwab Charles Corp	60,077	$5,646,036
4	JEF	Jefferies Financial Group Inc.	85,677	$3,535,889
5	MS	Morgan Stanley This page	14,059	$2,313,689
6	IBKR	Interactive Brokers Group, Inc.	14,809	$993,239
7	SF	Stifel Financial Corp	7,210	$532,963
8	ETOR	eToro Group Ltd.	7,552	$226,786

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,313,689	14,059	+32.1%	Shares	Sole	2026-05-13
2025-12-31	$1,889,451	10,643	-69.3%	Shares	Sole	2026-02-12
2025-09-30	$5,502,718	34,617	+501.6%	Shares	Sole	2025-11-12
2025-06-30	$810,508	5,754	-87.0%	Shares	Sole	2025-08-12
2025-03-31	$5,146,430	44,111	+507.1%	Shares	Sole	2025-05-13
2024-12-31	$913,481	7,266	-89.9%	Shares	Sole	2025-02-12
2024-09-30	$7,494,334	71,895	+10.8%	Shares	Sole	2024-11-12
2024-06-30	$6,305,784	64,881	+0.8%	Shares	Sole	2024-08-12
2024-03-31	$6,063,244	64,393	-35.0%	Shares	Sole	2024-05-13
2023-12-31	$9,239,210	99,080	+10.4%	Shares	Sole	2024-02-12
2023-09-30	$7,329,065	89,740	-1.3%	Shares	Sole	2023-11-13
2023-06-30	$7,761,579	90,885	-60.5%	Shares	Sole	2023-08-11
2023-03-31	$20,223,061	230,331	+98.1%	Shares	Sole	2023-05-12
2022-12-31	$9,886,720	116,287	+48.5%	Shares	Sole	2023-02-10
2022-09-30	$6,188,063	78,320	+46798.2%	Shares	Sole	2022-11-14
2022-06-30	$12,702	167	-2.9%	Shares	Sole	2022-08-12
2022-03-31	$15,032	172	-1.7%	Shares	Sole	2022-05-12
2021-12-31	$17,178	175	-99.9%	Shares	Sole	2022-02-11
2021-09-30	$12,399,629	127,424	-14.8%	Shares	Sole	2021-11-12
2021-06-30	$13,720,583	149,641	+3799.9%	Shares	Sole	2021-08-13
2021-03-31	$297,981	3,837	-77.2%	Shares	Sole	2021-05-13
2020-12-31	$1,152,331	16,815	-93.8%	Shares	Sole	2021-02-09
2020-09-30	$13,054,161	269,993	-28.2%	Shares	Sole	2020-11-09
2020-06-30	$18,161,862	376,022	-73.3%	Shares	Sole	2020-08-07
2020-03-31	$47,800,090	1,405,885	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.