Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,374,856
+$413,603 QoQ
Shares Held
6,577
+12.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,249
of 2,723 holders
Holding Since
Mar 2021
8 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, 2026Machina Capital S.A.S. holds $4,634,938 across 8 Capital Markets names. MS ranks #1 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
6,577 | $1,374,856 | |
| 2 | SCHW |
Schwab Charles Corp
|
11,190 | $1,032,501 | |
| 3 | SF |
Stifel Financial Corp
|
9,332 | $651,093 | |
| 4 | VIRT |
Virtu Financial, Inc.
|
6,388 | $380,533 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
5,804 | $363,504 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
3,056 | $346,825 | |
| 7 | TW |
Tradeweb Markets Inc.
|
2,815 | $280,542 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
1,529 | $205,084 |
All Filings in MS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,374,856 | 6,577 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $961,253 | 5,841 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,806,394 | 15,808 | Shares | Sole | 2026-02-10 | |
| 2025-03-31 | $630,368 | 5,403 | Shares | Sole | 2025-05-06 | |
| 2023-06-30 | $230,580 | 2,700 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $144,782 | 1,649 | Shares | Sole | 2023-04-25 | |
| 2021-09-30 | $233,544 | 2,400 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $225,214 | 2,900 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||