Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$433,347,654
+$105,385,811 QoQ
Shares Held
2,073,037
+4.0% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#64
of 2,722 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$418,080
PutShares
2,000
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, 2026LPL Financial LLC holds $1,598,140,193 across 46 Capital Markets names. MS ranks #2 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
525,905 | $531,884,539 | |
| 2 | MS |
Morgan Stanley
This page
|
2,073,037 | $433,347,654 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,850,432 | $170,739,360 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
986,057 | $98,881,795 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
620,282 | $83,198,424 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
858,091 | $74,688,240 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
146,208 | $41,183,869 | |
| 8 | IREN |
IREN Ltd
|
749,513 | $34,275,229 |
All Filings in MS
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,080 | 2,000 | Put | Sole | 2026-08-07 | |
| 2026-06-30 | $433,347,654 | 2,073,037 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $329,140 | 2,000 | Put | Sole | 2026-05-06 | |
| 2026-03-31 | $327,961,843 | 1,992,841 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $532,590 | 3,000 | Put | Sole | 2026-02-11 | |
| 2025-12-31 | $342,539,696 | 1,929,475 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $476,880 | 3,000 | Put | Sole | 2025-11-12 | |
| 2025-09-30 | $308,968,644 | 1,943,688 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $450,752 | 3,200 | Put | Sole | 2025-08-12 | |
| 2025-06-30 | $284,188,571 | 2,017,525 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $225,170,416 | 1,929,977 | Shares | Sole | 2025-05-07 | |
| 2025-03-31 | $326,676 | 2,800 | Put | Sole | 2025-05-07 | |
| 2024-12-31 | $236,305,197 | 1,879,615 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $172,629,674 | 1,656,079 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $136,931,768 | 1,408,908 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $114,581,514 | 1,216,881 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $108,573,492 | 1,164,327 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $74,277,231 | 909,480 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $74,123,015 | 867,951 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $76,341,924 | 869,498 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $69,759,845 | 820,511 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $63,070,601 | 798,261 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $52,875,466 | 695,181 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $56,789,461 | 649,765 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $62,974,449 | 641,549 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $57,025,216 | 586,016 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $52,415,963 | 571,665 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $32,065,037 | 412,890 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $20,926,869 | 305,368 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $12,568,437 | 259,947 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $10,688,596 | 221,296 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,662,776 | 195,964 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||