Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$33,251,364
+$10,443,773 QoQ
Shares Held
159,067
+14.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#344
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 54%
Shared 46%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MACQUARIE GROUP LTD holds $167,343,749 across 18 Capital Markets names. MS ranks #3 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
38,506 | $38,943,812 | |
| 2 | SCHW |
Schwab Charles Corp
|
405,498 | $37,415,300 | |
| 3 | MS |
Morgan Stanley
This page
|
159,067 | $33,251,364 | |
| 4 | EVR |
Evercore Inc.
|
56,800 | $19,393,792 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
152,500 | $9,084,425 | |
| 6 | IREN |
IREN Ltd
|
173,219 | $7,921,304 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
74,287 | $7,449,499 | |
| 8 | SBET |
Sharplink, Inc.
|
1,432,339 | $6,875,227 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,251,364 | 159,067 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $22,807,591 | 138,589 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $66,537,355 | 374,795 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $251,405,571 | 1,581,565 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $190,206,073 | 1,350,320 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $162,445,590 | 1,392,351 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $183,892,779 | 1,462,717 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $197,697,100 | 1,896,557 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $159,798,630 | 1,644,188 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $144,076,098 | 1,530,120 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $95,222,516 | 1,021,153 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $140,553,987 | 1,720,999 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $143,581,311 | 1,681,280 | Shares | Sole | 2023-10-27 | |
| 2023-03-31 | $189,324,895 | 2,156,320 | Shares | Sole | 2023-06-01 | |
| 2022-12-31 | $185,389,934 | 2,180,545 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $145,862,492 | 1,846,127 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $125,010,237 | 1,643,574 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $150,419,506 | 1,721,047 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $322,888,680 | 3,289,412 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $363,424,628 | 3,734,710 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $363,077,177 | 3,959,834 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $16,626,227 | 214,090 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $9,218,723 | 134,521 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $4,172,700 | 86,302 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $2,322,021 | 48,075 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $1,535,950 | 45,175 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||