Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$12,013,946
+$2,727,591 QoQ
Shares Held
57,472
+1.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#519
of 2,718 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Parallel Advisors, LLC holds $35,201,514 across 43 Capital Markets names. MS ranks #1 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
57,472 | $12,013,946 | |
| 2 | GS |
Goldman Sachs Group Inc
|
7,586 | $7,672,252 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
75,344 | $7,555,496 | |
| 4 | SCHW |
Schwab Charles Corp
|
37,553 | $3,465,015 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
2,615 | $736,593 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
7,071 | $615,459 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
9,639 | $481,757 | |
| 8 | EVR |
Evercore Inc.
|
986 | $336,659 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,013,946 | 57,472 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $9,286,355 | 56,428 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $9,904,398 | 55,790 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,749,476 | 55,042 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,702,929 | 54,685 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $6,252,695 | 53,593 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $6,622,552 | 52,677 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,453,211 | 52,314 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,005,187 | 51,499 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,008,087 | 53,187 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,985,984 | 53,469 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,578,175 | 56,057 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $3,656,230 | 42,813 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $3,724,300 | 42,418 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $3,648,293 | 42,911 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $3,127,768 | 39,587 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,862,670 | 37,637 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,589,255 | 41,067 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $2,901,805 | 29,562 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,885,338 | 29,651 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,621,692 | 28,593 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,127,107 | 27,390 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,831,738 | 26,729 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,204,446 | 24,911 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,195,908 | 24,760 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $730,490 | 21,485 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||