Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$971,794,974
+$281,050,417 QoQ
Shares Held
4,648,847
+10.8% QoQ
Ownership
0.296%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#37
of 2,723 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 1%
Shared 99%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$44,302,000
PutShares
425,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026MARSHALL WACE, LLP holds $2,356,408,586 across 38 Capital Markets names. MS ranks #1 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
4,648,847 | $971,794,974 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
3,429,659 | $343,926,202 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
975,627 | $274,814,611 | |
| 4 | CRCL |
Circle Internet Group, Inc.
|
2,901,146 | $181,698,773 | |
| 5 | TW |
Tradeweb Markets Inc.
|
1,282,797 | $127,843,548 | |
| 6 | XP |
XP Inc.
|
6,528,760 | $106,157,635 | |
| 7 | ETOR |
eToro Group Ltd.
|
1,636,719 | $64,601,298 | |
| 8 | FUTU |
Futu Holdings Ltd
|
460,493 | $43,166,612 |
All Filings in MS
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34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $971,794,974 | 4,648,847 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $690,744,557 | 4,197,269 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $307,813,407 | 1,733,867 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $466,325,691 | 2,933,604 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $294,727,151 | 2,092,341 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $34,833,811 | 298,567 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $163,438,891 | 1,300,023 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $112,379,371 | 1,078,083 | Shares | Other | 2024-11-14 | |
| 2024-09-30 | $44,302,000 | 425,000 | Put | Other | 2024-11-14 | |
| 2024-06-30 | $202,487,978 | 2,083,424 | Shares | Other | 2024-08-14 | |
| 2024-06-30 | $27,213,200 | 280,000 | Put | Other | 2024-08-14 | |
| 2024-03-31 | $3,097,864 | 32,900 | Call | Other | 2024-05-15 | |
| 2024-03-31 | $152,802,848 | 1,622,800 | Put | Other | 2024-05-15 | |
| 2024-03-31 | $31,110,464 | 330,400 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,473,350 | 15,800 | Put | Other | 2024-02-14 | |
| 2023-12-31 | $13,651,800 | 146,400 | Call | Other | 2024-02-14 | |
| 2023-12-31 | $16,556,164 | 177,546 | Shares | Other | 2024-02-14 | |
| 2023-06-30 | $9,684,360 | 113,400 | Put | Other | 2023-08-14 | |
| 2023-06-30 | $6,900,320 | 80,800 | Call | Other | 2023-08-14 | |
| 2023-06-30 | $854 | 10 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $1,738,440 | 19,800 | Call | Other | 2023-05-15 | |
| 2023-03-31 | $2,221,340 | 25,300 | Put | Other | 2023-05-15 | |
| 2022-12-31 | $6,453,018 | 75,900 | Call | Other | 2023-02-14 | |
| 2022-09-30 | $3,023,396 | 38,266 | Shares | Other | 2022-11-14 | |
| 2022-09-30 | $12,222,847 | 154,700 | Put | Other | 2022-11-14 | |
| 2022-09-30 | $4,424,560 | 56,000 | Call | Other | 2022-11-14 | |
| 2022-06-30 | $10,062,738 | 132,300 | Shares | Other | 2022-08-15 | |
| 2021-09-30 | $5,071,018 | 52,112 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $116,772 | 1,200 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $16,725,356 | 182,412 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $40,379,657 | 589,226 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $62,498,515 | 1,292,627 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $9,902,321 | 205,017 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $12,075,236 | 355,154 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||