Position in MS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$30,647,871
-$5,747,199 QoQ
Shares Held
186,230
-9.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026PICTON MAHONEY ASSET MANAGEMENT holds $150,394,110 across 13 Capital Markets names. MS ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
353,629 | $33,234,053 | |
| 2 | MS |
Morgan Stanley
This page
|
186,230 | $30,647,871 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
73,050 | $21,975,631 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
237,345 | $16,448,008 | |
| 5 | TW |
Tradeweb Markets Inc.
|
101,902 | $11,989,789 | |
| 6 | SF |
Stifel Financial Corp
|
140,442 | $10,381,472 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
116,270 | $7,798,228 | |
| 8 | GLXY |
Galaxy Digital Inc.
|
346,627 | $6,395,268 |
All Filings in MS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,647,871 | 186,230 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $36,395,070 | 205,008 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $27,888,101 | 175,441 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $24,738,960 | 175,628 | Shares | Sole | 2025-08-12 | |
| 2023-03-31 | $76,825 | 875 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $86,295 | 1,015 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,187,006 | 65,650 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,207,067 | 68,460 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $20,908,876 | 239,232 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $26,660,452 | 271,602 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $27,121,464 | 278,712 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $26,549,022 | 289,552 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $23,752,078 | 305,847 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $24,816,015 | 362,119 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,895,702 | 121,938 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $5,724,033 | 118,510 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,710,200 | 50,300 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||