Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$146,700,927
+$33,612,538 QoQ
Shares Held
701,784
+2.1% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#144
of 2,722 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Bank Julius Baer & Co. Ltd, Zurich holds $345,573,271 across 8 Capital Markets names. MS ranks #2 (42.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
1,743,171 | $160,842,388 | |
| 2 | MS |
Morgan Stanley
This page
|
701,784 | $146,700,927 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
153,352 | $13,347,758 | |
| 4 | GS |
Goldman Sachs Group Inc
|
13,105 | $13,254,003 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
91,259 | $9,151,452 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
8,797 | $1,179,941 | |
| 7 | SNEX |
StoneX Group Inc.
|
13,704 | $1,082,616 | |
| 8 | MKTX |
Marketaxess Holdings Inc
|
125 | $14,186 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,700,927 | 701,784 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $113,088,389 | 687,175 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $117,910,632 | 664,173 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,028,312 | 6,469 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $364,686 | 2,589 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $319,092 | 2,735 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $286,767 | 2,281 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $262,789 | 2,521 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $181,162 | 1,864 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $75,233 | 799 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $202,352 | 2,170 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $66,071 | 809 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $745,285 | 8,727 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $790,112 | 8,999 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $779,803 | 9,172 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $918,570 | 11,626 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $971,438 | 12,772 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,137,685 | 13,017 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $5,164,688 | 52,615 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $12,211,042 | 125,486 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,849,030 | 85,604 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $6,367,731 | 81,995 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,771,980 | 25,857 | Shares | Sole | 2021-02-24 | |
| 2020-09-30 | $681,009 | 14,085 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $700,060 | 14,494 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $655,452 | 19,278 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||