Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$43,103,211
+$9,075,237 QoQ
Shares Held
206,196
-0.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#294
of 2,722 holders
Holding Since
Jun 2020
25 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, 2026USS Investment Management Ltd holds $159,078,417 across 8 Capital Markets names. MS ranks #2 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
49,477 | $50,039,553 | |
| 2 | MS |
Morgan Stanley
This page
|
206,196 | $43,103,211 | |
| 3 | SCHW |
Schwab Charles Corp
|
287,088 | $26,489,609 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
143,369 | $14,377,043 | |
| 5 | TW |
Tradeweb Markets Inc.
|
127,202 | $12,676,951 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
86,686 | $7,545,149 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
51,541 | $3,228,012 | |
| 8 | FUTU |
Futu Holdings Ltd
|
17,270 | $1,618,889 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,103,211 | 206,196 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $34,027,974 | 206,769 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $36,121,851 | 203,469 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $32,343,432 | 203,469 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $28,660,643 | 203,469 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $23,576,673 | 202,080 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $25,411,280 | 202,126 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $21,896,341 | 210,057 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $20,943,861 | 215,494 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $19,980,281 | 212,195 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $19,226,285 | 206,180 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $18,196,974 | 222,811 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18,663,401 | 218,541 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $19,187,899 | 218,541 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $18,580,355 | 218,541 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $17,914,806 | 226,741 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $24,818,606 | 326,303 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $30,829,825 | 352,744 | Shares | Sole | 2022-07-18 | |
| 2021-12-31 | $33,594,474 | 342,242 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $33,303,569 | 342,242 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,796,545 | 30,500 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,368,630 | 30,500 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,090,165 | 30,500 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,474,675 | 30,500 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,328,298 | 27,501 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||