Quantbot Technologies LP

Position in MS — Morgan Stanley

CIK 1512991 NEW YORK, NY

Position in MS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,493,058

-$3,303,683 QoQ

Shares Held

16,710

-59.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#869

of 2,731 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Quantbot Technologies LP holds $37,468,266 across 32 Capital Markets names. MS ranks #2 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SF	Stifel Financial Corp	105,314	$7,347,757
2	MS	Morgan Stanley This page	16,710	$3,493,058
3	HLI	Houlihan Lokey, Inc.	23,128	$3,102,158
4	WULF	Terawulf Inc.	109,083	$2,694,350
5	MARA	MARA Holdings, Inc.	164,041	$2,278,529
6	SCHW	Schwab Charles Corp	23,802	$2,196,210
7	BMNR	Bitmine Immersion Technologies, Inc.	160,728	$2,139,289
8	PJT	PJT Partners Inc.	13,880	$2,095,047

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,493,058	16,710	-59.5%	Shares	Sole	2026-08-12
2026-03-31	$6,796,741	41,300	+433.8%	Shares	Sole	2026-05-13
2025-12-31	$1,373,549	7,737	-54.7%	Shares	Sole	2026-02-10
2025-09-30	$2,717,898	17,098	-50.7%	Shares	Sole	2025-11-12
2025-06-30	$4,880,939	34,651	+13.4%	Shares	Sole	2025-08-13
2025-03-31	$3,564,735	30,554	+109.1%	Shares	Sole	2025-05-13
2023-06-30	$1,247,694	14,610	-86.8%	Shares	Sole	2023-08-08
2021-09-30	$10,780,488	110,785	-27.6%	Shares	Sole	2021-11-09
2021-03-31	$11,879,106	152,963	+2628.1%	Shares	Sole	2021-05-14
2020-12-31	$384,247	5,607	-88.8%	Shares	Sole	2021-02-12
2020-09-30	$2,424,752	50,150	+106.1%	Shares	Sole	2020-11-16
2020-03-31	$827,322	24,333	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.