Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$267,227,538
+$230,163,248 QoQ
Shares Held
1,278,356
+467.6% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#87
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026SG Americas Securities, LLC holds $1,648,535,127 across 43 Capital Markets names. MS ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
646,067 | $653,412,781 | |
| 2 | MS |
Morgan Stanley
This page
|
1,278,356 | $267,227,538 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,408,804 | $222,260,345 | |
| 4 | RIOT |
Riot Platforms, Inc.
|
4,747,966 | $129,999,309 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,124,269 | $112,741,695 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
706,893 | $61,527,966 | |
| 7 | EVR |
Evercore Inc.
|
82,413 | $28,139,094 | |
| 8 | IREN |
IREN Ltd
|
566,864 | $25,922,690 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,227,538 | 1,278,356 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $37,064,290 | 225,219 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $53,196,864 | 299,650 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $36,642,187 | 230,512 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $48,902,788 | 347,173 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,786,524 | 32,455 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $4,041,269 | 32,145 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,741,537 | 16,707 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $24,139,663 | 248,376 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $28,135,572 | 298,806 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,499,045 | 58,971 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $6,149,832 | 75,301 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $9,049,581 | 105,967 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $7,188,186 | 81,870 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $25,160,053 | 295,931 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $7,176,636 | 90,832 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $6,787,518 | 89,239 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $5,049,622 | 57,776 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $117,595,483 | 1,197,998 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $6,107,564 | 62,764 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,416,552 | 37,262 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $10,493,263 | 135,118 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $20,390,142 | 297,536 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $7,712,792 | 159,520 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $3,984,460 | 82,494 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $21,736,540 | 639,310 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||