Migdal Insurance & Financial Holdings Ltd.

Insurance

Position in MS — Morgan Stanley

CIK 1415912 Petach Tikva, L3

Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$37,853,590

+$8,032,190 QoQ

Shares Held

181,083

-0.1% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#319

of 2,723 holders

Holding Since

Jun 2020

25 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, 2026

Migdal Insurance & Financial Holdings Ltd. holds $38,192,745 across 3 Capital Markets names. MS ranks #1 (99.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	181,083	$37,853,590
2	GS	Goldman Sachs Group Inc	317	$320,604
3	HOOD	Robinhood Markets, Inc.	185	$18,551

All Filings in MS

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,853,590	181,083	-0.1%	Shares	Defined	2026-08-10
2026-03-31	$29,821,400	181,208	-0.1%	Shares	Defined	2026-05-14
2025-12-31	$32,203,409	181,397	-0.3%	Shares	Defined	2026-01-28
2025-09-30	$28,923,407	181,954	+0.1%	Shares	Defined	2025-10-30
2025-06-30	$25,593,135	181,692	-0.4%	Shares	Defined	2025-09-15
2025-03-31	$21,275,707	182,358	-0.7%	Shares	Defined	2025-05-05
2024-12-31	$23,080,934	183,590	-58.6%	Shares	Defined	2025-01-28
2024-09-30	$46,208,236	443,287	+0.1%	Shares	Defined	2024-11-04
2024-06-30	$43,043,507	442,880	-0.1%	Shares	Defined	2024-07-29
2024-03-31	$41,743,952	443,330	+0.0%	Shares	Defined	2024-05-01
2023-12-31	$41,334,927	443,270	-3.8%	Shares	Defined	2024-01-31
2023-09-30	$37,632,800	460,791	-17.6%	Shares	Defined	2023-10-25
2023-06-30	$47,744,151	559,065	-4.8%	Shares	Defined	2023-07-24
2023-03-31	$51,553,526	587,170	-12.2%	Shares	Defined	2023-05-01
2022-12-31	$56,859,760	668,781	+1.1%	Shares	Defined	2023-01-23
2022-09-30	$52,250,024	661,309	-0.3%	Shares	Defined	2022-10-31
2022-06-30	$50,431,202	663,045	-0.2%	Shares	Defined	2022-08-10
2022-03-31	$58,083,767	664,574	-31.7%	Shares	Defined	2022-05-02
2021-12-31	$95,563,766	973,551	+26.9%	Shares	Defined	2022-02-02
2021-09-30	$74,663,238	767,272	-34.4%	Shares	Defined	2021-11-16
2021-06-30	$107,290,319	1,170,142	+6.0%	Shares	Defined	2021-08-04
2021-03-31	$85,690,509	1,103,406	+64.1%	Shares	Defined	2021-05-04
2020-12-31	$46,092,387	672,587	+121.3%	Shares	Defined	2021-02-08
2020-09-30	$14,691,969	303,867	+2.0%	Shares	Defined	2020-11-05
2020-06-30	$14,393,400	298,000	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.