Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$73,517,486
+$25,124,197 QoQ
Shares Held
351,691
+19.6% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#217
of 2,734 holders
Holding Since
Mar 2020
26 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, 2026Rafferty Asset Management, LLC holds $244,505,824 across 7 Capital Markets names. MS ranks #2 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
86,484 | $87,467,323 | |
| 2 | MS |
Morgan Stanley
This page
|
351,691 | $73,517,486 | |
| 3 | SCHW |
Schwab Charles Corp
|
476,200 | $43,938,974 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
259,390 | $26,011,629 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
137,609 | $11,977,487 | |
| 6 | PURR |
Hyperliquid Strategies Inc
|
175,940 | $1,384,647 | |
| 7 | EVR |
Evercore Inc.
|
610 | $208,278 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,517,486 | 351,691 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $48,393,289 | 294,059 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $65,809,128 | 370,693 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $64,536,647 | 405,993 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $58,248,568 | 413,521 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $47,510,707 | 407,223 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $55,022,363 | 437,658 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $44,025,764 | 422,350 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $42,777,109 | 440,139 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $41,491,321 | 440,647 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $41,773,855 | 447,977 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $34,964,152 | 428,115 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $35,693,698 | 417,959 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $38,660,622 | 440,326 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $43,163,378 | 507,685 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $36,339,701 | 459,938 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $30,857,237 | 405,696 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $58,230,599 | 666,254 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $69,431,120 | 707,326 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $63,701,947 | 654,629 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $72,449,128 | 790,153 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $55,643,545 | 716,502 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $38,056,627 | 555,328 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $18,539,469 | 383,443 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $11,283,121 | 233,605 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,430,006 | 42,059 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||