Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,915,110
+$1,485,728 QoQ
Shares Held
18,729
+26.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#821
of 2,718 holders
Holding Since
Dec 2020
16 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, 2026Bridgewater Associates, LP holds $64,419,389 across 14 Capital Markets names. MS ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XP |
XP Inc.
|
1,255,551 | $20,415,259 | |
| 2 | EVR |
Evercore Inc.
|
33,194 | $11,333,759 | |
| 3 | VIRT |
Virtu Financial, Inc.
|
160,819 | $9,579,987 | |
| 4 | MS |
Morgan Stanley
This page
|
18,729 | $3,915,110 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
42,076 | $3,662,295 | |
| 6 | SCHW |
Schwab Charles Corp
|
28,728 | $2,650,732 | |
| 7 | WULF |
Terawulf Inc.
|
89,081 | $2,200,300 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
16,007 | $2,147,018 |
All Filings in MS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,915,110 | 18,729 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,429,382 | 14,762 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,358,130 | 13,283 | Shares | Sole | 2026-02-13 | |
| 2024-09-30 | $17,653,773 | 169,357 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $222,856 | 2,293 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $267,979 | 2,846 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $418,039 | 4,483 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $261,589 | 3,203 | Shares | Sole | 2023-11-13 | |
| 2022-12-31 | $5,313,835 | 62,501 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $27,768,745 | 365,090 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $27,496,214 | 314,602 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $31,355,641 | 319,434 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $73,072,219 | 750,922 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $54,405,086 | 593,359 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $41,357,600 | 532,547 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $19,842,587 | 289,546 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||