Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$35,172,861
+$4,524,990 QoQ
Shares Held
168,259
-9.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#337
of 2,731 holders
Holding Since
Mar 2020
18 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, 2026PICTON MAHONEY ASSET MANAGEMENT holds $108,195,539 across 13 Capital Markets names. MS ranks #1 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
168,259 | $35,172,861 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
184,368 | $18,488,423 | |
| 3 | SCHW |
Schwab Charles Corp
|
156,808 | $14,468,674 | |
| 4 | TW |
Tradeweb Markets Inc.
|
108,179 | $10,781,119 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
108,730 | $9,463,859 | |
| 6 | WULF |
Terawulf Inc.
|
213,725 | $5,279,007 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
16,793 | $4,730,252 | |
| 8 | FIGR |
Figure Technology Solutions, Inc.
|
113,024 | $3,470,967 |
All Filings in MS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,172,861 | 168,259 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||