Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,854,287
+$10,540,598 QoQ
Shares Held
61,492
+337.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#498
of 2,723 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, 2026CI INVESTMENTS INC. holds $195,415,706 across 16 Capital Markets names. MS ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
112,548 | $113,827,670 | |
| 2 | GLXY |
Galaxy Digital Inc.
|
1,094,106 | $29,912,858 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
156,475 | $15,691,313 | |
| 4 | MS |
Morgan Stanley
This page
|
61,492 | $12,854,287 | |
| 5 | SCHW |
Schwab Charles Corp
|
95,338 | $8,796,837 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
52,646 | $4,582,307 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
85,927 | $4,294,631 | |
| 8 | PIPR |
Piper Sandler Companies
|
55,953 | $4,047,640 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,854,287 | 61,492 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,313,689 | 14,059 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,889,451 | 10,643 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,502,718 | 34,617 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $810,508 | 5,754 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,146,430 | 44,111 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $913,481 | 7,266 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $7,494,334 | 71,895 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,305,784 | 64,881 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,063,244 | 64,393 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $9,239,210 | 99,080 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $7,329,065 | 89,740 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,761,579 | 90,885 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $20,223,061 | 230,331 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,886,720 | 116,287 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,188,063 | 78,320 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,702 | 167 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $15,032 | 172 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $17,178 | 175 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $12,399,629 | 127,424 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,720,583 | 149,641 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $297,981 | 3,837 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,152,331 | 16,815 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $13,054,161 | 269,993 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $18,161,862 | 376,022 | 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. | ||||||