Position in MS
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$3,553,680
+$509,135 QoQ
Shares Held
17,000
-8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#861
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026CACTI ASSET MANAGEMENT LLC holds $211,588,443 across 2 Capital Markets names. MS ranks #2 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
205,696 | $208,034,763 | |
| 2 | MS |
Morgan Stanley
This page
|
17,000 | $3,553,680 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,553,680 | 17,000 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $3,044,545 | 18,500 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,373,070 | 19,000 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $3,020,240 | 19,000 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $2,817,200 | 20,000 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $2,508,405 | 21,500 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $2,702,980 | 21,500 | Shares | Sole | 2025-01-02 | |
| 2024-09-30 | $2,293,280 | 22,000 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $2,138,180 | 22,000 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $2,071,520 | 22,000 | Shares | Sole | 2024-06-03 | |
| 2023-12-31 | $2,051,500 | 22,000 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,796,740 | 22,000 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $1,878,800 | 22,000 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $1,931,600 | 22,000 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $1,870,440 | 22,000 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $1,738,220 | 22,000 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $1,673,320 | 22,000 | Shares | Sole | 2022-07-01 | |
| 2022-03-31 | $1,922,800 | 22,000 | Shares | Sole | 2022-04-01 | |
| 2021-12-31 | $2,159,520 | 22,000 | Shares | Sole | 2022-01-03 | |
| 2021-09-30 | $2,140,820 | 22,000 | Shares | Sole | 2021-10-01 | |
| 2021-06-30 | $2,017,180 | 22,000 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $1,708,520 | 22,000 | Shares | Sole | 2021-04-01 | |
| 2020-12-31 | $1,507,660 | 22,000 | Shares | Sole | 2021-01-04 | |
| 2020-09-30 | $1,063,700 | 22,000 | Shares | Sole | 2020-10-01 | |
| 2020-06-30 | $1,062,600 | 22,000 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $748,000 | 22,000 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||