Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$294,602,162
+$75,397,720 QoQ
Shares Held
1,409,310
+5.8% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#82
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)
Derivatives in MS
reported options exposure · as of Jun 30, 2024CallValue
$0
CallShares
0
PutValue
$123
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026HighTower Advisors, LLC holds $770,868,956 across 32 Capital Markets names. MS ranks #1 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,409,310 | $294,602,162 | |
| 2 | GS |
Goldman Sachs Group Inc
|
219,334 | $221,827,827 | |
| 3 | MC |
Moelis & Co
|
1,843,458 | $120,599,022 | |
| 4 | SCHW |
Schwab Charles Corp
|
375,553 | $34,652,275 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
189,028 | $25,354,325 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
186,772 | $18,729,496 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
214,526 | $18,672,343 | |
| 8 | IREN |
IREN Ltd
|
117,618 | $5,378,671 |
All Filings in MS
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35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,602,162 | 1,409,310 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $219,204,442 | 1,331,983 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $273,654,328 | 1,541,454 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $242,709,983 | 1,526,862 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $206,234,393 | 1,464,109 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $162,584,428 | 1,393,541 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $177,601,878 | 1,412,678 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $142,868,425 | 1,370,572 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $123 | 100 | Put | Sole | 2024-08-13 | |
| 2024-06-30 | $77,837,818 | 800,883 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $64,765,413 | 687,823 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $73,138,586 | 784,328 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $54,694,807 | 669,705 | Shares | Sole | 2023-11-08 | |
| 2023-09-30 | $1,796 | 22 | Put | Sole | 2023-11-08 | |
| 2023-06-30 | $64,828,591 | 759,117 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $77,836,543 | 886,521 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $70,800,660 | 832,753 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $49,303,583 | 624,017 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $41,979,035 | 551,920 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $45,902,217 | 525,197 | Shares | Sole | 2022-05-12 | |
| 2022-03-31 | $1,573 | 18 | Call | Sole | 2022-05-12 | |
| 2021-12-31 | $50,132,962 | 510,727 | Shares | Sole | 2022-02-10 | |
| 2021-12-31 | $1,276 | 13 | Put | Sole | 2022-02-10 | |
| 2021-09-30 | $44,682,513 | 459,177 | Shares | Sole | 2021-11-12 | |
| 2021-09-30 | $58,386 | 600 | Put | Sole | 2021-11-12 | |
| 2021-06-30 | $40,058,444 | 436,890 | Shares | Sole | 2021-08-06 | |
| 2021-06-30 | $12,000 | 2,000 | Call | Sole | 2021-08-06 | |
| 2021-03-31 | $10,872 | 140 | Put | Sole | 2021-05-10 | |
| 2021-03-31 | $33,896,027 | 436,467 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $25,461,430 | 371,537 | Shares | Sole | 2021-02-10 | |
| 2020-12-31 | $10,279 | 150 | Call | Sole | 2021-02-10 | |
| 2020-09-30 | $10,393,122 | 214,956 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,000 | 5,400 | Call | Sole | 2020-08-10 | |
| 2020-06-30 | $9,509,593 | 196,886 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $11,453,002 | 336,853 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||