Position in MS
as of Jun 30, 2024
· filed Aug 13, 2024
Position Value
$8,199,751,277
-$201,155,045 QoQ
Shares Held
84,368,261
-5.4% QoQ
Ownership
5.37%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Mar 31, 2023CallValue
$7,120,580
CallShares
81,100
PutValue
$0
PutShares
0
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, 2024BlackRock Inc. holds $39,069,627,158 across 48 Capital Markets names. MS ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
23,160,042 | $10,475,750,186 | |
| 2 | MS |
Morgan Stanley
This page
|
84,368,261 | $8,199,751,277 | |
| 3 | SCHW |
Schwab Charles Corp
|
101,023,390 | $7,444,413,600 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
5,302,759 | $1,481,060,581 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
37,207,576 | $1,140,412,199 | |
| 6 | TW |
Tradeweb Markets Inc.
|
10,489,311 | $1,111,866,966 | |
| 7 | MARA |
MARA Holdings, Inc.
|
43,016,194 | $853,871,443 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
16,036,731 | $797,987,726 |
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 | $8,199,751,277 | 84,368,261 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,400,906,322 | 89,219,481 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,439,051,791 | 90,499,215 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,156,335,617 | 87,625,023 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,740,279,634 | 90,635,593 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $7,120,580 | 81,100 | Call | Sole | 2023-05-12 | |
| 2023-03-31 | $7,645,105,183 | 87,074,091 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,592,960,455 | 89,307,933 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,140,134,402 | 90,370,009 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,160,364,145 | 94,140,996 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,729,291,043 | 99,877,472 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $10,482,991,793 | 106,794,945 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $11,015,209,597 | 113,197,098 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $11,050,950,718 | 120,525,147 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $63,487,050 | 817,500 | Put | Sole | 2021-05-07 | |
| 2021-03-31 | $9,269,694,456 | 119,362,535 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $7,506,917,021 | 109,542,055 | Shares | Sole | 2021-02-05 | |
| 2020-12-31 | $71,209,523 | 1,039,100 | Call | Sole | 2021-02-05 | |
| 2020-09-30 | $4,477,667,529 | 92,609,463 | Shares | Sole | 2020-11-06 | |
| 2020-09-30 | $98,846,740 | 2,044,400 | Call | Sole | 2020-11-06 | |
| 2020-06-30 | $4,592,278,308 | 95,078,226 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,241,821,120 | 95,347,680 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||