Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,624,497
+$923,502 QoQ
Shares Held
12,555
+21.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#980
of 2,722 holders
Holding Since
Dec 2020
21 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, 2026Morse Asset Management, Inc holds $31,589,361 across 13 Capital Markets names. MS ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
38,601 | $13,179,925 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,611 | $8,708,907 | |
| 3 | IREN |
IREN Ltd
|
92,487 | $4,229,430 | |
| 4 | MS |
Morgan Stanley
This page
|
12,555 | $2,624,497 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
17,823 | $1,551,313 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
6,243 | $626,048 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
40,609 | $540,505 | |
| 8 | GLXY |
Galaxy Digital Inc.
|
2,550 | $69,717 |
All Filings in MS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,624,497 | 12,555 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,700,995 | 10,336 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,825,540 | 10,283 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,626,319 | 10,231 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,331,831 | 9,455 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $527,815 | 4,524 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $556,185 | 4,424 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $401,297 | 4,129 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $386,903 | 4,109 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $391,556 | 4,199 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,051,337 | 12,873 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,243,936 | 14,566 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,571,925 | 29,293 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,405,895 | 28,298 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,063,188 | 26,113 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,746,565 | 22,963 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,880,092 | 32,953 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,128,413 | 42,058 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,108,720 | 42,223 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,385,469 | 36,923 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $1,877,859 | 27,402 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||