Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$11,988,862
+$2,400,356 QoQ
Shares Held
57,352
-1.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#520
of 2,718 holders
Holding Since
Mar 2020
24 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, 2026Caprock Group, LLC holds $65,881,486 across 12 Capital Markets names. MS ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
26,597 | $26,899,407 | |
| 2 | MS |
Morgan Stanley
This page
|
57,352 | $11,988,862 | |
| 3 | MIAX |
Miami International Holdings, Inc.
|
259,873 | $9,656,880 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
72,574 | $7,277,720 | |
| 5 | SCHW |
Schwab Charles Corp
|
73,931 | $6,821,613 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
10,384 | $903,823 | |
| 7 | NMR |
Nomura Holdings Inc
|
70,724 | $620,956 | |
| 8 | WULF |
Terawulf Inc.
|
16,174 | $399,497 |
All Filings in MS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,988,862 | 57,352 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,588,506 | 58,264 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $10,336,684 | 58,225 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,668,724 | 54,534 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $5,691,279 | 48,781 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,024,628 | 47,921 | Shares | Sole | 2025-01-23 | |
| 2024-06-30 | $4,309,015 | 44,336 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,804,764 | 19,167 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,725,591 | 18,505 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,775,015 | 21,734 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,734,132 | 20,306 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,727,991 | 19,681 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,617,165 | 19,021 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,503,323 | 19,027 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,423,386 | 18,714 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,845,451 | 21,115 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $2,122,513 | 21,623 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,200,373 | 22,612 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,647,394 | 17,967 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,208,389 | 15,560 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,210,171 | 17,659 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $820,451 | 16,969 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $742,854 | 15,380 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $461,244 | 13,566 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||