Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$41,562,586
-$20,799,404 QoQ
Shares Held
198,826
-47.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#302
of 2,722 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Jun 30, 2026CallValue
$20,297,784
CallShares
97,100
PutValue
$20,297,784
PutShares
97,100
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, 2026Man Group plc holds $469,843,962 across 30 Capital Markets names. MS ranks #2 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,063,766 | $190,423,687 | |
| 2 | MS |
Morgan Stanley
This page
|
198,826 | $41,562,586 | |
| 3 | GS |
Goldman Sachs Group Inc
|
37,073 | $37,494,519 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
654,306 | $32,702,213 | |
| 5 | XP |
XP Inc.
|
1,724,253 | $28,036,352 | |
| 6 | WULF |
Terawulf Inc.
|
476,606 | $11,772,168 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
35,153 | $9,901,896 | |
| 8 | SF |
Stifel Financial Corp
|
141,354 | $9,862,267 |
All Filings in MS
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,562,586 | 198,826 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $20,297,784 | 97,100 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $20,297,784 | 97,100 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $62,361,990 | 378,939 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $3,916,766 | 23,800 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $3,916,766 | 23,800 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $12,444,853 | 70,100 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $12,444,853 | 70,100 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $85,928,247 | 484,021 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $18,693,696 | 117,600 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $20,299,192 | 127,700 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $77,180,960 | 485,537 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $52,386,960 | 371,908 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $12,001,272 | 85,200 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $13,846,538 | 98,300 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $16,870,482 | 144,600 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $16,870,482 | 144,600 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $48,728,741 | 417,663 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $12,898,872 | 102,600 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $82,764,868 | 658,327 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $12,898,872 | 102,600 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $4,263,416 | 40,900 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $4,367,656 | 41,900 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $108,910,159 | 1,044,802 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,421,088 | 35,200 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $75,334,689 | 775,128 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $3,421,088 | 35,200 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $875,688 | 9,300 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $875,688 | 9,300 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $50,230,498 | 533,459 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,154,075 | 23,100 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $1,976,900 | 21,200 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $27,793,068 | 298,049 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $11,827,693 | 144,823 | Principal | Defined | 2023-11-14 | |
| 2023-06-30 | $26,252,556 | 307,407 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $28,252,721 | 321,785 | Principal | Defined | 2023-05-15 | |
| 2022-12-31 | $16,624,214 | 195,533 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $12,681,103 | 160,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,297,114 | 148,529 | Principal | Defined | 2022-08-15 | |
| 2022-03-31 | $166,060 | 1,900 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $166,060 | 1,900 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $25,583,639 | 292,719 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $18,323,525 | 186,670 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $38,638,977 | 397,071 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $22,333,207 | 243,573 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $20,249,999 | 260,752 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $21,847,568 | 318,803 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $57,863,199 | 1,196,757 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $15,058,779 | 311,776 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $85,744,600 | 2,521,900 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||