Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$83,687,461
+$1,904,895 QoQ
Shares Held
508,522
+10.4% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$27,976,900
PutShares
170,000
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 Mar 31, 2026CREDIT AGRICOLE S A holds $304,705,813 across 23 Capital Markets names. MS ranks #1 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
508,522 | $83,687,461 | |
| 2 | GS |
Goldman Sachs Group Inc
|
92,503 | $78,256,610 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
397,259 | $27,530,048 | |
| 4 | TW |
Tradeweb Markets Inc.
|
226,310 | $26,627,634 | |
| 5 | SCHW |
Schwab Charles Corp
|
272,509 | $25,610,395 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
197,993 | $13,279,387 | |
| 7 | FUTU |
Futu Holdings Ltd
|
69,170 | $9,459,687 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
62,591 | $5,971,807 |
All Filings in MS
Export CSV
38 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,976,900 | 170,000 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $83,687,461 | 508,522 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $24,854,200 | 140,000 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $4,438,250 | 25,000 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $81,782,566 | 460,669 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $22,254,400 | 140,000 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $3,974,000 | 25,000 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $33,083,072 | 208,122 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $5,833,500 | 50,000 | Put | Defined | 2025-05-14 | |
| 2025-03-31 | $69,903,295 | 599,154 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $48,045,153 | 382,160 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $32,733,548 | 314,021 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $37,827,514 | 389,212 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $4,603,404 | 47,365 | Put | Defined | 2024-08-13 | |
| 2024-03-31 | $10,427,655 | 110,744 | Shares | Defined | 2024-05-14 | |
| 2024-03-31 | $8,945,200 | 95,000 | Put | Defined | 2024-05-14 | |
| 2023-12-31 | $1,382,431 | 14,825 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $408,350 | 5,000 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $14,658,127 | 179,480 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,135,000 | 25,000 | Put | Defined | 2023-07-31 | |
| 2023-06-30 | $12,809,142 | 149,990 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $8,467,256 | 96,438 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,526,300 | 65,000 | Put | Defined | 2023-02-13 | |
| 2022-12-31 | $9,360,444 | 110,097 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $7,794,493 | 98,652 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,087,385 | 80,034 | Shares | Defined | 2022-08-08 | |
| 2022-06-30 | $8,746,900 | 115,000 | Put | Defined | 2022-08-08 | |
| 2022-03-31 | $7,169,857 | 82,035 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $10,051,000 | 115,000 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $8,834,400 | 90,000 | Put | Defined | 2022-02-14 | |
| 2021-12-31 | $7,596,208 | 77,386 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,619,523 | 88,578 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $12,513,666 | 136,478 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $11,590,752 | 149,250 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $9,015,598 | 131,557 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $730,084 | 15,100 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $746,235 | 15,450 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $484,500 | 14,250 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||