Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,303,828
+$1,969,219 QoQ
Shares Held
11,021
+284.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,026
of 2,722 holders
Holding Since
Dec 2022
10 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, 2026OVERSEA-CHINESE BANKING Corp Ltd holds $24,148,480 across 6 Capital Markets names. MS ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FUTU |
Futu Holdings Ltd
|
136,706 | $12,814,819 | |
| 2 | GS |
Goldman Sachs Group Inc
|
7,991 | $8,081,856 | |
| 3 | MS |
Morgan Stanley
This page
|
11,021 | $2,303,828 | |
| 4 | SCHW |
Schwab Charles Corp
|
4,949 | $456,643 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,823 | $245,713 | |
| 6 | TIGR |
UP Fintech Holding Ltd
|
55,823 | $245,621 |
All Filings in MS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,303,828 | 11,021 | Shares | Defined | 2026-08-11 | |
| 2025-03-31 | $334,609 | 2,868 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $234,593 | 1,866 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $300,523 | 2,883 | Shares | Sole | 2024-11-05 | |
| 2024-03-31 | $324,192 | 3,443 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $462,706 | 4,962 | Shares | Defined | 2024-05-21 | |
| 2023-09-30 | $489,366 | 5,992 | Shares | Defined | 2024-04-30 | |
| 2023-06-30 | $1,284,073 | 15,036 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $454,716 | 5,179 | Shares | Defined | 2023-09-15 | |
| 2022-12-31 | $366,096 | 4,306 | Shares | Defined | 2023-09-15 | |
| No filing history on record for this holder in this stock. | ||||||