Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$98,997,790
+$17,402,010 QoQ
Shares Held
473,583
-4.5% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#179
of 2,718 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WORLDQUANT MILLENNIUM ADVISORS LLC holds $337,226,911 across 11 Capital Markets names. MS ranks #2 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
1,576,199 | $145,435,881 | |
| 2 | MS |
Morgan Stanley
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|
473,583 | $98,997,790 | |
| 3 | GS |
Goldman Sachs Group Inc
|
52,981 | $53,583,393 | |
| 4 | EVR |
Evercore Inc.
|
34,457 | $11,764,998 | |
| 5 | IREN |
IREN Ltd
|
256,096 | $11,711,270 | |
| 6 | SF |
Stifel Financial Corp
|
124,569 | $8,691,179 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
82,460 | $4,121,350 | |
| 8 | FUTU |
Futu Holdings Ltd
|
11,151 | $1,045,294 |
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,997,790 | 473,583 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $81,595,780 | 495,812 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $98,844,798 | 556,778 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $70,641,982 | 444,401 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $38,476,895 | 273,157 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $34,470,851 | 295,456 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $7,122,415 | 56,653 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,197,356 | 107,419 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $48,876,753 | 502,899 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $18,500,933 | 196,484 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $13,258,471 | 142,182 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $10,782,400 | 132,024 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $304,365 | 3,564 | Shares | Defined | 2023-08-14 | |
| 2022-06-30 | $26,000,578 | 341,843 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $29,877,078 | 341,843 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $42,906,717 | 437,110 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $33,059,904 | 339,738 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $626,242 | 6,830 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,170,597 | 27,950 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,915,413 | 27,950 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,351,382 | 27,950 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,349,985 | 27,950 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,353,792 | 216,288 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||