Position in MS
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$5,450,722
-$603,051 QoQ
Shares Held
33,121
-2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Compagnie Lombard Odier SCmA holds $64,535,710 across 9 Capital Markets names. MS ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
697,166 | $46,758,923 | |
| 2 | GS |
Goldman Sachs Group Inc
|
9,635 | $8,151,113 | |
| 3 | MS |
Morgan Stanley
This page
|
33,121 | $5,450,722 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
58,438 | $4,049,753 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
810 | $77,282 | |
| 6 | WULF |
Terawulf Inc.
|
1,670 | $24,098 | |
| 7 | IREN |
IREN Ltd
|
550 | $18,854 | |
| 8 | PJT |
PJT Partners Inc.
|
30 | $4,191 |
All Filings in MS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,450,722 | 33,121 | Shares | Defined | 2026-04-15 | |
| 2025-12-31 | $6,053,773 | 34,100 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $5,420,536 | 34,100 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $4,754,025 | 33,750 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $4,030,948 | 34,550 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $4,243,050 | 33,750 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $3,528,524 | 33,850 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,280,162 | 33,750 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $3,213,210 | 34,125 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $2,832,468 | 30,375 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $30,626 | 375 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $32,025 | 375 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $32,925 | 375 | Shares | Defined | 2023-05-01 | |
| 2022-12-31 | $31,882 | 375 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $29,628 | 375 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $157,139 | 2,066 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $180,568 | 2,066 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $202,798 | 2,066 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $239,966 | 2,466 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $226,107 | 2,466 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $62,128 | 800 | Shares | Defined | 2021-04-23 | |
| 2020-12-31 | $54,824 | 800 | Shares | Defined | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||