Position in MS
as of Dec 31, 2025
· filed Feb 12, 2026
Position Value
$53,633,943
+$5,767,273 QoQ
Shares Held
302,112
+0.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Dec 31, 2025CIBC Private Wealth Group LLC holds $401,663,549 across 34 Capital Markets names. MS ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
1,770,342 | $176,874,868 | |
| 2 | GS |
Goldman Sachs Group Inc
|
137,701 | $121,039,179 | |
| 3 | MS |
Morgan Stanley
This page
|
302,112 | $53,633,943 | |
| 4 | TW |
Tradeweb Markets Inc.
|
357,060 | $38,398,232 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
12,792 | $4,568,918 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
59,057 | $3,659,762 | |
| 7 | IPST |
Ip Strategy Holdings, Inc.
|
27,500 | $858,000 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
7,171 | $811,040 |
All Filings in MS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $53,633,943 | 302,112 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $47,866,670 | 301,124 | Shares | Defined | 2025-11-24 | |
| 2025-06-30 | $41,540,881 | 294,909 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $34,468,167 | 295,433 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $37,717,885 | 300,015 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $30,052,912 | 288,305 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $28,034,454 | 288,450 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $27,896,029 | 296,262 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $61,459,583 | 659,084 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $70,812,790 | 867,060 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $80,781,140 | 945,915 | Shares | Defined | 2023-11-21 | |
| 2023-03-31 | $116,645,372 | 1,328,535 | Shares | Other | 2023-11-21 | |
| 2022-12-31 | $76,438,676 | 899,067 | Shares | Defined | 2023-06-01 | |
| 2022-09-30 | $71,824,276 | 909,053 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $68,397,790 | 899,261 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $55,024,854 | 629,575 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $77,592,338 | 790,468 | Shares | Defined | 2022-04-04 | |
| 2021-09-30 | $74,191,674 | 762,426 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $61,333,366 | 668,921 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $20,145,625 | 259,408 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $10,932,248 | 159,525 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,319,540 | 89,339 | Shares | Defined | 2020-11-03 | |
| 2020-06-30 | $3,612,791 | 74,799 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $941,664 | 27,696 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||