Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$26,154,248
+$11,604,121 QoQ
Shares Held
125,116
+41.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#381
of 2,731 holders
Holding Since
Sep 2020
15 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, 2026JUPITER ASSET MANAGEMENT LTD holds $222,456,333 across 8 Capital Markets names. MS ranks #3 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TW |
Tradeweb Markets Inc.
|
1,148,832 | $114,492,597 | |
| 2 | SCHW |
Schwab Charles Corp
|
485,009 | $44,751,779 | |
| 3 | MS |
Morgan Stanley
This page
|
125,116 | $26,154,248 | |
| 4 | GS |
Goldman Sachs Group Inc
|
19,320 | $19,539,668 | |
| 5 | GOLD |
Gold.com, Inc.
|
251,086 | $10,447,688 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
72,246 | $6,288,291 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
6,582 | $412,230 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
3,688 | $369,832 |
All Filings in MS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,154,248 | 125,116 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $14,550,127 | 88,413 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $40,539,153 | 228,351 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $30,272,024 | 190,438 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $12,833,754 | 91,110 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,275,753 | 70,933 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,686,064 | 45,228 | Shares | Sole | 2025-02-10 | |
| 2022-06-30 | $395,512 | 5,200 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $13,389,680 | 153,200 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $31,749,066 | 323,442 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $30,659,948 | 315,075 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $24,072,109 | 262,538 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $71,751,393 | 923,917 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $32,802,568 | 478,660 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $67,357,496 | 1,393,123 | Shares | Defined | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||