Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$13,493,950
+$3,469,663 QoQ
Shares Held
64,552
+6.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#492
of 2,723 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Union Bancaire Privee, UBP SA holds $148,490,937 across 6 Capital Markets names. MS ranks #2 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
125,190 | $126,613,410 | |
| 2 | MS |
Morgan Stanley
This page
|
64,552 | $13,493,950 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
75,375 | $6,560,640 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
2,820 | $794,337 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
5,484 | $735,568 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
5,863 | $293,032 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,493,950 | 64,552 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $10,024,287 | 60,912 | Shares | Defined | 2026-04-22 | |
| 2025-12-31 | $15,979,475 | 90,010 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $7,410,556 | 46,619 | Shares | Defined | 2025-10-07 | |
| 2025-06-30 | $6,521,113 | 46,295 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $5,282,934 | 45,281 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $4,256,879 | 33,860 | Shares | Defined | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||