Position in MS
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$26,057,045
+$14,632,102 QoQ
Shares Held
124,651
+79.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#381
of 2,722 holders
Holding Since
Dec 2021
16 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, 2026Liontrust Investment Partners LLP holds $158,600,900 across 4 Capital Markets names. MS ranks #2 (16.4% of the industry book) .
All Filings in MS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,057,045 | 124,651 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $11,424,943 | 69,423 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $10,978,810 | 61,842 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,242,746 | 64,436 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $9,892,456 | 70,229 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $11,851,338 | 101,580 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,310,194 | 74,055 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,296,800 | 70,000 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $6,803,300 | 70,000 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $8,756,880 | 93,000 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,858,750 | 95,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,657,020 | 106,000 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $8,540,000 | 100,000 | Shares | Sole | 2023-08-14 | |
| 2022-06-30 | $13,462,620 | 177,000 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $15,469,800 | 177,000 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $13,742,400 | 140,000 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||