Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$100,620,895
-$206,458,959 QoQ
Shares Held
611,417
-64.7% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
14 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, 2026Holocene Advisors, LP holds $350,849,356 across 12 Capital Markets names. MS ranks #2 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
417,647 | $125,640,747 | |
| 2 | MS |
Morgan Stanley
This page
|
611,417 | $100,620,895 | |
| 3 | SCHW |
Schwab Charles Corp
|
481,172 | $45,220,544 | |
| 4 | EVR |
Evercore Inc.
|
107,831 | $32,188,631 | |
| 5 | FUTU |
Futu Holdings Ltd
|
166,800 | $22,811,568 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
326,538 | $11,085,965 | |
| 7 | MKTX |
Marketaxess Holdings Inc
|
43,799 | $7,225,959 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
16,419 | $1,566,536 |
All Filings in MS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $100,620,895 | 611,417 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $307,079,854 | 1,729,735 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $72,082,160 | 453,461 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $533,014 | 3,784 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $46,037,398 | 394,595 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $45,383,281 | 435,373 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $106,869,151 | 1,134,974 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $34,765,278 | 372,818 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $6,461,349 | 75,998 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $87,354,252 | 889,917 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $55,764,757 | 608,188 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $76,555,597 | 985,779 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $18,553,442 | 383,732 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $34,571,111 | 715,758 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||