Position in MS
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$17,797,247
+$3,621,517 QoQ
Shares Held
85,138
-1.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#451
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026Livforsakringsbolaget Skandia, Omsesidigt holds $71,449,492 across 6 Capital Markets names. MS ranks #2 (24.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
43,656 | $44,152,368 | |
| 2 | MS |
Morgan Stanley
This page
|
85,138 | $17,797,247 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
82,900 | $7,215,615 | |
| 4 | FUTU |
Futu Holdings Ltd
|
18,500 | $1,734,190 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,800 | $381,064 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
600 | $169,008 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,797,247 | 85,138 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $14,175,730 | 86,138 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $14,058,778 | 79,191 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $12,675,947 | 79,743 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $10,979,050 | 77,943 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $5,931,852 | 50,843 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,149,457 | 9,143 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $953,066 | 9,143 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $210,124 | 2,162 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $250,653 | 2,662 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $248,231 | 2,662 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $135,817 | 1,663 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $142,020 | 1,663 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $3,987,261 | 45,413 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,861,013 | 45,413 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,588,080 | 45,413 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,655,860 | 61,213 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $5,690,876 | 65,113 | Shares | Sole | 2022-06-21 | |
| 2021-12-31 | $6,391,492 | 65,113 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,997,853 | 71,913 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $6,960,462 | 75,913 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $5,421,677 | 69,813 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $4,249,750 | 62,013 | Shares | Sole | 2021-03-02 | |
| 2020-09-30 | $2,626,081 | 54,314 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,671,666 | 55,314 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,880,676 | 55,314 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||