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Tidal Investments LLC

Position in MS — Morgan Stanley

CIK 1600064 MILWAUKEE, WI

Position in MS

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$19,816,572
+$7,317,482 QoQ
Shares Held
94,798
+24.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#425
of 2,723 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority Sole 96% Shared 4% None 0%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Derivatives in MS

reported options exposure · as of Jun 30, 2026
CallValue
$501,696
CallShares
2,400
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Tidal Investments LLC holds $1,021,046,456 across 36 Capital Markets names. MS ranks #12 (1.9% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in MS

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $501,696 2,400
2026-06-30 $19,816,572 94,798
2026-03-31 $12,499,090 75,950
2025-12-31 $10,743,581 60,517
2025-12-31 $124,271 700
2025-09-30 $7,084,529 44,568
2025-09-30 $63,584 400
2025-06-30 $6,308,273 44,784
2025-03-31 $5,434,371 46,579
2024-12-31 $10,185,455 81,017
2024-09-30 $8,906,891 85,446
2024-06-30 $7,805,426 80,311
2024-03-31 $5,671,068 60,228
2023-12-31 $5,474,148 58,704
2023-09-30 $2,343,847 28,699
2023-06-30 $1,949,767 22,831
2023-03-31 $1,995,957 22,733
2022-12-31 $1,806,249 21,245
2022-09-30 $1,615,438 20,446
2022-06-30 $1,500,815 19,732
2022-03-31 $1,847,199 21,135
2021-12-31 $1,986,856 20,241
2021-09-30 $1,895,988 19,484
2021-06-30 $1,249,734 13,630
2021-03-31 $608,776 7,839
2020-12-31 $405,834 5,922