Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$219,955,859
+$119,334,964 QoQ
Shares Held
1,052,219
+72.1% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#103
of 2,723 holders
Holding Since
Jun 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Holocene Advisors, LP holds $763,400,433 across 13 Capital Markets names. MS ranks #2 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
230,000 | $232,615,100 | |
| 2 | MS |
Morgan Stanley
This page
|
1,052,219 | $219,955,859 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
462,479 | $130,271,084 | |
| 4 | IREN |
IREN Ltd
|
1,213,850 | $55,509,360 | |
| 5 | EVR |
Evercore Inc.
|
102,758 | $35,085,691 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
278,592 | $24,248,647 | |
| 7 | TW |
Tradeweb Markets Inc.
|
227,571 | $22,679,725 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
351,937 | $20,964,887 |
All Filings in MS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,955,859 | 1,052,219 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||