Position in MS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$12,464,843
+$2,699,755 QoQ
Shares Held
59,629
+0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#506
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, 2026Ballentine Partners, LLC holds $33,015,323 across 8 Capital Markets names. MS ranks #1 (37.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
59,629 | $12,464,843 | |
| 2 | GS |
Goldman Sachs Group Inc
|
9,420 | $9,527,104 | |
| 3 | CRCL |
Circle Internet Group, Inc.
|
100,905 | $6,319,680 | |
| 4 | SCHW |
Schwab Charles Corp
|
26,461 | $2,441,556 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
7,256 | $727,630 | |
| 6 | NMR |
Nomura Holdings Inc
|
75,104 | $659,413 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
7,016 | $610,671 | |
| 8 | SF |
Stifel Financial Corp
|
3,790 | $264,426 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,464,843 | 59,629 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $9,765,088 | 59,337 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $10,532,142 | 59,326 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,352,091 | 58,833 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $8,205,093 | 58,250 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $6,329,696 | 54,253 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $6,644,175 | 52,849 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $5,290,699 | 50,755 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $4,783,204 | 49,215 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,620,148 | 49,067 | Shares | Other | 2024-04-11 | |
| 2023-12-31 | $4,438,885 | 47,602 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $5,761,490 | 70,546 | Shares | Other | 2023-10-19 | |
| 2023-06-30 | $6,030,605 | 70,616 | Shares | Other | 2023-07-26 | |
| 2023-03-31 | $6,445,134 | 73,407 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $2,063,264 | 24,268 | Shares | Other | 2023-01-27 | |
| 2022-09-30 | $1,185,465 | 15,004 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $1,010,380 | 13,284 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $1,111,552 | 12,718 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $1,276,864 | 13,008 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $1,143,488 | 11,751 | Shares | Other | 2021-10-27 | |
| 2021-06-30 | $1,081,665 | 11,797 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $818,069 | 10,534 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $761,505 | 11,112 | Shares | Other | 2021-01-25 | |
| 2020-09-30 | $576,234 | 11,918 | Shares | Other | 2020-10-22 | |
| 2020-06-30 | $549,363 | 11,374 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $418,030 | 12,295 | Shares | Other | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||