Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14,143,018
+$3,460,452 QoQ
Shares Held
67,657
+4.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#485
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GUGGENHEIM CAPITAL LLC holds $97,943,481 across 20 Capital Markets names. MS ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
62,701 | $63,413,910 | |
| 2 | MS |
Morgan Stanley
This page
|
67,657 | $14,143,018 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
52,367 | $4,558,023 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
36,165 | $3,626,625 | |
| 5 | SF |
Stifel Financial Corp
|
38,039 | $2,653,980 | |
| 6 | EVR |
Evercore Inc.
|
7,403 | $2,527,679 | |
| 7 | SCHW |
Schwab Charles Corp
|
21,213 | $1,957,323 | |
| 8 | SNEX |
StoneX Group Inc.
|
16,426 | $1,297,693 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,143,018 | 67,657 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $10,682,566 | 64,912 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $10,485,453 | 59,063 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $9,388,812 | 59,064 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $10,482,659 | 74,419 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $9,448,985 | 80,989 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $14,875,315 | 118,321 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $12,002,818 | 115,146 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $14,224,630 | 146,359 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $17,049,739 | 181,072 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $18,112,412 | 194,235 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $15,404,430 | 188,618 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $15,336,472 | 179,584 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $15,101,774 | 172,002 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $15,442,181 | 181,630 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $15,785,169 | 199,787 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,835,044 | 195,044 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $22,912,608 | 262,158 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $22,286,146 | 227,039 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $21,099,920 | 216,832 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $26,538,476 | 289,437 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $19,928,486 | 256,612 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $14,402,538 | 210,164 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $9,033,616 | 186,838 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $8,524,321 | 176,487 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,488,016 | 190,824 | Shares | Defined | 2020-06-02 | |
| No filing history on record for this holder in this stock. | ||||||