SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC
Position in MS — Morgan Stanley
CIK 1446179
BALA CYNWYD, PA
Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$32,514,708
+$29,154,612 QoQ
Shares Held
155,543
+440.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#347
of 2,723 holders
Holding Since
Mar 2021
6 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, 2026SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC holds $128,957,799 across 15 Capital Markets names. MS ranks #1 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
155,543 | $32,514,708 | |
| 2 | SF |
Stifel Financial Corp
|
228,631 | $15,951,584 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
129,959 | $11,311,631 | |
| 4 | XP |
XP Inc.
|
613,381 | $9,973,575 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
196,580 | $9,825,068 | |
| 6 | MRX |
Marex Group Ltd
|
155,555 | $9,481,077 | |
| 7 | GS |
Goldman Sachs Group Inc
|
7,587 | $7,673,264 | |
| 8 | PIPR |
Piper Sandler Companies
|
101,470 | $7,340,339 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,514,708 | 155,543 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $3,360,096 | 28,800 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,620,736 | 28,800 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $20,027,554 | 206,066 | Shares | Defined | 2024-08-15 | |
| 2021-06-30 | $2,675,422 | 29,179 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $4,333,350 | 55,799 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||