Lombard Odier Asset Management (Switzerland) SA
Position in MS — Morgan Stanley
CIK 1535660
PETIT-LANCY, V8
Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,338,842
+$2,492,198 QoQ
Shares Held
63,810
-3.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#494
of 2,723 holders
Holding Since
Mar 2020
21 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, 2026Lombard Odier Asset Management (Switzerland) SA holds $47,949,017 across 7 Capital Markets names. MS ranks #2 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
26,321 | $26,620,269 | |
| 2 | MS |
Morgan Stanley
This page
|
63,810 | $13,338,842 | |
| 3 | SCHW |
Schwab Charles Corp
|
47,634 | $4,395,189 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
21,034 | $2,109,289 | |
| 5 | IREN |
IREN Ltd
|
13,687 | $625,906 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,630 | $459,138 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
4,600 | $400,384 |
All Filings in MS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,338,842 | 63,810 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $10,846,644 | 65,909 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $12,126,896 | 68,309 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $7,472,550 | 47,009 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $7,440,225 | 52,820 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $5,821,482 | 49,897 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $5,331,910 | 42,411 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $3,921,196 | 37,617 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,239,342 | 33,330 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $3,412,546 | 36,242 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,273,515 | 13,657 | Shares | Other | 2024-02-14 | |
| 2023-03-31 | $767,547 | 8,742 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $781,248 | 9,189 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $306,716 | 3,882 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $619,584 | 8,146 | Shares | Other | 2022-08-15 | |
| 2021-12-31 | $935,955 | 9,535 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $1,078,389 | 11,082 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $1,435,590 | 15,657 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $702,046 | 9,040 | Shares | Other | 2021-05-17 | |
| 2020-09-30 | $798,113 | 16,507 | Shares | Other | 2020-11-16 | |
| 2020-03-31 | $7,022,292 | 206,538 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||