Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,201,038,596
+$238,814,866 QoQ
Shares Held
10,529,270
-11.7% QoQ
Ownership
0.670%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#18
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Jun 30, 2026CallValue
$481,113,921
CallShares
2,301,540
PutValue
$129,500,280
PutShares
619,500
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, 2026UBS Group AG holds $7,722,357,233 across 87 Capital Markets names. MS ranks #1 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
10,529,270 | $2,201,038,596 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,052,126 | $2,075,458,667 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,616,749 | $887,337,427 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,475,657 | $348,538,882 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,406,122 | $296,468,855 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
4,146,314 | $259,683,644 | |
| 7 | EVR |
Evercore Inc.
|
503,403 | $171,881,919 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
540,254 | $152,178,744 |
All Filings in MS
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,201,038,596 | 10,529,270 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $481,113,921 | 2,301,540 | Call | Defined | 2026-08-13 | |
| 2026-06-30 | $129,500,280 | 619,500 | Put | Defined | 2026-08-13 | |
| 2026-03-31 | $136,017,105 | 826,500 | Put | Defined | 2026-05-05 | |
| 2026-03-31 | $1,962,223,730 | 11,923,338 | Shares | Defined | 2026-05-05 | |
| 2026-03-31 | $107,131,284 | 650,977 | Call | Defined | 2026-05-05 | |
| 2025-12-31 | $184,462,546 | 1,039,050 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $237,765,929 | 1,339,300 | Put | Defined | 2026-01-29 | |
| 2025-12-31 | $1,889,322,007 | 10,642,269 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $314,383,140 | 1,977,750 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $1,642,511,103 | 10,332,858 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $386,511,240 | 2,431,500 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $164,475,179 | 1,167,650 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $141,944,622 | 1,007,700 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $1,566,588,994 | 11,121,603 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $122,504,783 | 1,050,011 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $196,798,956 | 1,686,800 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $1,414,824,650 | 12,126,722 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,378,815,362 | 10,967,351 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $254,650,134 | 2,025,534 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $437,782,184 | 3,482,200 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $283,428,560 | 2,719,000 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $635,146,620 | 6,093,118 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $1,087,366,837 | 10,431,378 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $255,444,477 | 2,628,300 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $561,227,542 | 5,774,540 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $968,328,262 | 9,963,250 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $366,197,656 | 3,889,100 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $825,973,210 | 8,772,018 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $574,278,638 | 6,098,966 | Call | Defined | 2024-05-13 | |
| 2023-12-31 | $674,834,393 | 7,236,830 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $266,601,750 | 2,859,000 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $575,270,999 | 6,169,126 | Call | Defined | 2024-02-09 | |
| 2023-09-30 | $183,969,842 | 2,252,600 | Put | Defined | 2023-11-09 | |
| 2023-09-30 | $616,749,783 | 7,551,730 | Shares | Defined | 2023-11-09 | |
| 2023-09-30 | $466,475,029 | 5,711,706 | Call | Defined | 2023-11-09 | |
| 2023-06-30 | $137,425,680 | 1,609,200 | Put | Defined | 2023-08-11 | |
| 2023-06-30 | $612,650,973 | 7,173,899 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $465,601,312 | 5,452,006 | Call | Defined | 2023-08-11 | |
| 2023-03-31 | $177,426,240 | 2,020,800 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $557,024,356 | 6,344,241 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $457,385,846 | 5,209,406 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $617,420,593 | 7,262,063 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $182,554,944 | 2,147,200 | Put | Defined | 2023-02-08 | |
| 2022-12-31 | $437,440,653 | 5,145,150 | Call | Defined | 2023-02-08 | |
| 2022-09-30 | $91,184,650 | 1,154,090 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $190,563,428 | 2,411,890 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $527,983,213 | 6,682,486 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $150,591,194 | 1,979,900 | Put | Defined | 2022-08-10 | |
| 2022-06-30 | $62,136,456 | 816,940 | Call | Defined | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||