TWO SIGMA INVESTMENTS, LP

Position in MS — Morgan Stanley

CIK 1179392 NEW YORK, NY

Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$715,658,055

+$100,230,109 QoQ

Shares Held

3,423,546

-8.5% QoQ

Ownership

0.218%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#43

of 2,723 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Derivatives in MS

reported options exposure · as of Jun 30, 2026

CallValue

$1,087,008

CallShares

5,200

PutValue

$1,442,376

PutShares

6,900

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Capital Markets

Financial Services · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $4,357,097,360 across 44 Capital Markets names. MS ranks #4 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	8,425,755	$777,444,413
2	GS	Goldman Sachs Group Inc	753,545	$762,112,806
3	IBKR	Interactive Brokers Group, Inc.	8,340,400	$725,948,416
4	MS	Morgan Stanley This page	3,423,546	$715,658,055
5	WULF	Terawulf Inc.	11,495,860	$283,947,742
6	JEF	Jefferies Financial Group Inc.	3,205,077	$160,189,748
7	IREN	IREN Ltd	2,613,062	$119,495,325
8	RIOT	Riot Platforms, Inc.	3,632,510	$99,458,123

All Filings in MS

Export CSV

40 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$715,658,055	3,423,546	-8.5%	Shares	Sole	2026-08-14
2026-06-30	$1,442,376	6,900	-23.3%	Put	Sole	2026-08-14
2026-06-30	$1,087,008	5,200	+2.0%	Call	Sole	2026-08-14
2026-03-31	$839,307	5,100	+27.5%	Call	Sole	2026-05-15
2026-03-31	$1,481,130	9,000	+28.6%	Put	Sole	2026-05-15
2026-03-31	$615,427,946	3,739,612	+234.8%	Shares	Sole	2026-05-15
2025-12-31	$710,120	4,000	-98.4%	Call	Sole	2026-02-17
2025-12-31	$198,267,811	1,116,813	-9.6%	Shares	Sole	2026-02-17
2025-12-31	$1,242,710	7,000	-97.3%	Put	Sole	2026-02-17
2025-09-30	$196,310,672	1,234,969	+150.3%	Shares	Sole	2025-11-14
2025-06-30	$69,488,773	493,318	+2025.9%	Shares	Sole	2025-08-14
2025-03-31	$2,707,327	23,205	-80.5%	Shares	Sole	2025-05-15
2024-12-31	$14,954,016	118,947	+426.3%	Shares	Sole	2025-02-14
2024-09-30	$2,355,824	22,600	+29.3%	Shares	Sole	2024-11-14
2024-06-30	$1,698,589	17,477	-92.6%	Shares	Sole	2024-08-14
2024-03-31	$22,348,593	237,347	+1222.5%	Shares	Sole	2024-05-15
2022-09-30	$1,417,992	17,947	-89.4%	Shares	Sole	2022-11-14
2022-03-31	$14,835,887	169,747	+37.0%	Shares	Sole	2022-05-16
2021-12-31	$25,551,048	260,300	-16.0%	Put	Sole	2022-02-14
2021-12-31	$12,162,612	123,906	-83.0%	Shares	Sole	2022-02-14
2021-12-31	$24,500,736	249,600	+10.9%	Call	Sole	2022-02-14
2021-09-30	$30,166,100	310,000	+167.9%	Put	Sole	2021-11-15
2021-09-30	$21,894,750	225,000	+112.7%	Call	Sole	2021-11-15
2021-09-30	$71,063,741	730,282	+1472.1%	Shares	Sole	2021-11-15
2021-06-30	$10,608,533	115,700	+18.4%	Put	Sole	2021-08-16
2021-06-30	$9,700,802	105,800	+27.6%	Call	Sole	2021-08-16
2021-03-31	$3,607,617	46,454	-95.0%	Shares	Sole	2021-05-17
2021-03-31	$7,587,382	97,700	+78.6%	Put	Sole	2021-05-17
2021-03-31	$6,438,014	82,900	+47.8%	Call	Sole	2021-05-17
2020-12-31	$3,844,533	56,100	-32.7%	Call	Sole	2021-02-16
2020-12-31	$3,748,591	54,700	-29.1%	Put	Sole	2021-02-16
2020-09-30	$44,800,578	926,589	+1159.7%	Shares	Sole	2020-11-16
2020-09-30	$3,732,620	77,200	+77.9%	Put	Sole	2020-11-16
2020-09-30	$4,032,390	83,400	+227.1%	Call	Sole	2020-11-16
2020-06-30	$1,231,650	25,500	-45.7%	Call	Sole	2020-08-14
2020-06-30	$3,552,803	73,557	-46.7%	Shares	Sole	2020-08-14
2020-06-30	$2,096,220	43,400	-34.4%	Put	Sole	2020-08-14
2020-03-31	$1,598,000	47,000	—	Call	Sole	2020-05-15
2020-03-31	$2,250,800	66,200	—	Put	Sole	2020-05-15
2020-03-31	$4,689,518	137,927	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.