Harel Insurance Investments & Financial Services Ltd.
InsurancePosition in MS — Morgan Stanley
CIK 1429390
Ramat Gan, L3
Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$256,134,830
+$255,984,907 QoQ
Shares Held
1,225,291
+134399.6% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
#90
of 2,723 holders
Holding Since
Sep 2020
24 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, 2026Harel Insurance Investments & Financial Services Ltd. holds $863,171,933 across 6 Capital Markets names. MS ranks #2 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
371,142 | $375,361,884 | |
| 2 | MS |
Morgan Stanley
This page
|
1,225,291 | $256,134,830 | |
| 3 | ETOR |
eToro Group Ltd.
|
5,858,948 | $231,252,677 | |
| 4 | RIOT |
Riot Platforms, Inc.
|
7,565 | $207,129 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,228 | $123,143 | |
| 6 | SCHW |
Schwab Charles Corp
|
1,000 | $92,270 |
All Filings in MS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,134,830 | 1,225,291 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $149,923 | 911 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $55,211 | 311 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $49,436 | 311 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $297,355 | 2,111 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $254,457 | 2,181 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $39,098 | 311 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $32,418 | 311 | Shares | Defined | 2024-10-15 | |
| 2024-06-30 | $30,226 | 311 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $29,283 | 311 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $29,000 | 311 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $25,399 | 311 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $26,559 | 311 | Shares | Defined | 2023-07-17 | |
| 2023-03-31 | $27,305 | 311 | Shares | Defined | 2023-05-02 | |
| 2022-12-31 | $26,441 | 311 | Shares | Defined | 2023-01-26 | |
| 2022-09-30 | $19,224,002 | 243,311 | Shares | Defined | 2022-10-31 | |
| 2022-06-30 | $18,506,234 | 243,311 | Shares | Defined | 2022-07-19 | |
| 2022-03-31 | $106,882,421 | 1,222,911 | Shares | Defined | 2022-05-03 | |
| 2021-12-31 | $120,158,735 | 1,224,111 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $179,320,046 | 1,842,771 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $170,837,266 | 1,863,205 | Shares | Defined | 2021-07-26 | |
| 2021-03-31 | $168,759,684 | 2,173,058 | Shares | Defined | 2021-04-27 | |
| 2020-12-31 | $91,903,527 | 1,341,070 | Shares | Defined | 2021-01-26 | |
| 2020-09-30 | $22,896,916 | 473,566 | Shares | Defined | 2020-10-20 | |
| No filing history on record for this holder in this stock. | ||||||