Metis Global Partners, LLC

Position in MS — Morgan Stanley

CIK 1594916 San Diego, CA

Position in MS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$10,167,705

+$2,876,925 QoQ

Shares Held

48,640

+9.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#556

of 2,723 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Financial Services · as of Jun 30, 2026

Metis Global Partners, LLC holds $31,734,191 across 5 Capital Markets names. MS ranks #2 (32.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	12,076	$12,213,304
2	MS	Morgan Stanley This page	48,640	$10,167,705
3	SCHW	Schwab Charles Corp	63,624	$5,870,586
4	HOOD	Robinhood Markets, Inc.	25,497	$2,556,839
5	IBKR	Interactive Brokers Group, Inc.	10,636	$925,757

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,167,705	48,640	+9.8%	Shares	Sole	2026-08-10
2026-03-31	$7,290,780	44,302	-9.9%	Shares	Sole	2026-05-07
2025-12-31	$8,730,747	49,179	-7.8%	Shares	Sole	2026-02-11
2025-09-30	$8,479,085	53,341	-4.7%	Shares	Sole	2025-11-06
2025-06-30	$7,883,229	55,965	-6.9%	Shares	Sole	2025-08-06
2025-03-31	$7,010,466	60,088	+12.6%	Shares	Sole	2025-05-07
2024-12-31	$6,707,287	53,351	+2.2%	Shares	Sole	2025-02-05
2024-09-30	$5,441,223	52,199	+0.7%	Shares	Sole	2024-11-06
2024-06-30	$5,036,774	51,824	-0.9%	Shares	Sole	2024-08-06
2024-03-31	$4,923,626	52,290	-0.1%	Shares	Sole	2024-05-06
2023-12-31	$4,879,679	52,329	-10.2%	Shares	Sole	2024-02-06
2023-09-30	$4,757,522	58,253	+18.1%	Shares	Sole	2023-11-07
2023-06-30	$4,210,903	49,308	+1.3%	Shares	Sole	2023-08-07
2023-03-31	$4,274,367	48,683	+23.3%	Shares	Sole	2023-05-08
2022-12-31	$3,357,524	39,491	+102.0%	Shares	Sole	2023-02-07
2022-09-30	$1,544,803	19,552	-4.3%	Shares	Sole	2022-11-08
2022-06-30	$1,553,905	20,430	-7.6%	Shares	Sole	2022-08-08
2022-03-31	$1,931,889	22,104	+75.5%	Shares	Sole	2022-05-03
2021-12-31	$1,236,227	12,594	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.