Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$194,205,267
+$34,122,433 QoQ
Shares Held
929,034
-4.5% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#114
of 2,679 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, 2026ADAGE CAPITAL PARTNERS GP, L.L.C. holds $902,692,108 across 14 Capital Markets names. MS ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
216,089 | $218,545,931 | |
| 2 | MS |
Morgan Stanley
This page
|
929,034 | $194,205,267 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,117,039 | $103,069,188 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
289,000 | $81,405,520 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
705,100 | $70,707,428 | |
| 6 | PWP |
Perella Weinberg Partners
|
3,311,618 | $52,853,423 | |
| 7 | ETOR |
eToro Group Ltd.
|
1,314,655 | $51,889,432 | |
| 8 | MIAX |
Miami International Holdings, Inc.
|
1,143,920 | $42,508,067 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $194,205,267 | 929,034 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $160,082,834 | 972,734 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $163,795,214 | 922,634 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $153,274,636 | 964,234 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $152,894,233 | 1,085,434 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $125,820,894 | 1,078,434 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $144,337,120 | 1,148,084 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $122,402,152 | 1,174,234 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $116,660,461 | 1,200,334 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $115,707,009 | 1,228,834 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $114,486,195 | 1,227,734 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $103,609,338 | 1,268,634 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $110,852,103 | 1,298,034 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $112,237,725 | 1,278,334 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $112,730,908 | 1,325,934 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $106,610,879 | 1,349,334 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $105,528,230 | 1,387,434 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $130,255,191 | 1,490,334 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $151,552,561 | 1,543,934 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $156,789,180 | 1,611,234 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $153,831,430 | 1,677,734 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $129,430,796 | 1,666,634 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $52,186,554 | 761,514 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $36,516,627 | 755,256 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $38,575,084 | 798,656 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $32,615,894 | 959,291 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||