Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$193,881,255
+$46,285,829 QoQ
Shares Held
927,484
+3.4% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#116
of 2,722 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Mariner, LLC holds $770,115,959 across 31 Capital Markets names. MS ranks #3 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,375,832 | $219,218,018 | |
| 2 | GS |
Goldman Sachs Group Inc
|
209,144 | $211,521,966 | |
| 3 | MS |
Morgan Stanley
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|
927,484 | $193,881,255 | |
| 4 | SNEX |
StoneX Group Inc.
|
417,024 | $32,944,896 | |
| 5 | EVR |
Evercore Inc.
|
61,662 | $21,053,872 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
206,356 | $20,693,378 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
334,270 | $16,706,813 | |
| 8 | TW |
Tradeweb Markets Inc.
|
78,519 | $7,825,203 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $193,881,255 | 927,484 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $147,595,426 | 896,855 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $155,466,747 | 875,721 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $134,209,290 | 844,296 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $111,392,931 | 790,806 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $89,029,825 | 763,091 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $91,448,224 | 727,396 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $72,491,934 | 695,433 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $64,681,985 | 665,521 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $60,800,428 | 645,714 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $60,315,964 | 646,820 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $53,528,314 | 655,422 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $54,632,172 | 639,721 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $27,718,547 | 315,701 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $28,494,877 | 335,155 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $24,055,700 | 304,464 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $33,404,563 | 439,187 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $36,187,008 | 414,039 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $38,449,959 | 391,707 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $23,870,240 | 245,301 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $29,342,450 | 320,018 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $10,283,814 | 132,421 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $6,386,173 | 93,188 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,832,366 | 79,263 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,007,934 | 82,980 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,963,406 | 87,159 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||