Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,648,193
+$2,032,479 QoQ
Shares Held
41,371
+2.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#595
of 2,722 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $39,100,689 across 16 Capital Markets names. MS ranks #2 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,246 | $12,385,237 | |
| 2 | MS |
Morgan Stanley
This page
|
41,371 | $8,648,193 | |
| 3 | FIGR |
Figure Technology Solutions, Inc.
|
151,276 | $4,645,685 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
31,470 | $3,155,811 | |
| 5 | SCHW |
Schwab Charles Corp
|
29,058 | $2,681,181 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
22,395 | $1,949,260 | |
| 7 | HUT |
Hut 8 Corp.
|
13,092 | $1,511,405 | |
| 8 | SNEX |
StoneX Group Inc.
|
12,117 | $957,243 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,648,193 | 41,371 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,615,714 | 40,200 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $6,808,630 | 38,352 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,688,065 | 35,783 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,672,326 | 33,170 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,471,049 | 29,751 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,677,687 | 29,253 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,946,030 | 28,262 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,784,104 | 28,646 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,115,377 | 33,086 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,983,813 | 31,998 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,629,038 | 32,191 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,758,847 | 32,305 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,539,000 | 28,918 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,401,985 | 28,252 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,803,985 | 35,489 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $2,042,895 | 26,859 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,264,009 | 25,904 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $2,452,822 | 24,988 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,647,318 | 27,205 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,096,766 | 22,868 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,692,133 | 21,789 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,216,476 | 17,751 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $705,764 | 14,597 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $620,316 | 12,843 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||