MEITAV INVESTMENT HOUSE LTD

Position in MS — Morgan Stanley

CIK 1398346 BENE-BERAQ, L3

Position in MS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$94,506,984

+$82,284,427 QoQ

Shares Held

452,100

+244.9% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

#184

of 2,722 holders

Holding Since

Mar 2020

13 quarters on record

Financial Services · as of Jun 30, 2026

MEITAV INVESTMENT HOUSE LTD holds $112,152,025 across 3 Capital Markets names. MS ranks #1 (84.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	452,100	$94,506,984
2	GS	Goldman Sachs Group Inc	17,157	$17,352,075
3	RIOT	Riot Platforms, Inc.	10,700	$292,966

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$94,506,984	452,100	+244.9%	Shares	Defined	2026-07-20
2023-12-31	$12,222,557	131,073	-54.1%	Shares	Defined	2024-01-29
2023-09-30	$23,320,378	285,544	+21.5%	Shares	Defined	2023-10-30
2023-06-30	$20,069,000	235,000	-24.3%	Shares	Defined	2023-07-24
2023-03-31	$27,253,120	310,400	+9337.5%	Shares	Defined	2023-05-11
2022-03-31	$287,458	3,289	-11.6%	Shares	Defined	2022-05-09
2021-12-31	$365,057	3,719	-32.5%	Shares	Defined	2022-02-08
2021-09-30	$536,178	5,510	+52.2%	Shares	Defined	2021-11-03
2021-06-30	$331,917	3,620	+8.1%	Shares	Defined	2021-08-05
2021-03-31	$260,161	3,350	-48.0%	Shares	Defined	2021-05-06
2020-12-31	$441,333	6,440	-12.4%	Shares	Defined	2021-02-02
2020-09-30	$355,372	7,350	-42.6%	Shares	Defined	2020-11-05
2020-03-31	$435,200	12,800	—	Shares	Defined	2020-05-11
No filing history on record for this holder in this stock.