Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$72,621,332
+$64,631,844 QoQ
Shares Held
347,404
+591.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#218
of 2,723 holders
Holding Since
Mar 2020
24 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, 2026OSSIAM holds $286,662,006 across 11 Capital Markets names. MS ranks #2 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
121,771 | $123,155,536 | |
| 2 | MS |
Morgan Stanley
This page
|
347,404 | $72,621,332 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
434,053 | $43,526,834 | |
| 4 | SCHW |
Schwab Charles Corp
|
402,935 | $37,178,812 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
69,081 | $6,012,810 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
31,152 | $1,855,724 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
25,853 | $1,292,132 | |
| 8 | TW |
Tradeweb Markets Inc.
|
7,534 | $750,838 |
All Filings in MS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,621,332 | 347,404 | Shares | Defined | 2026-08-13 | |
| 2025-09-30 | $7,989,488 | 50,261 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $35,891,128 | 254,800 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $19,131,896 | 163,983 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $25,157,452 | 200,107 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $116,571,487 | 1,118,299 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $71,189,731 | 732,480 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $21,563,299 | 229,007 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $34,326,257 | 368,110 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $3,906,847 | 47,837 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,740,742 | 32,093 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $13,717,345 | 156,234 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,114,744 | 118,969 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,350,043 | 17,087 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $19,685,468 | 258,815 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $27,759,988 | 317,620 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $30,415,857 | 309,860 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $33,499,843 | 344,259 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $7,099,281 | 77,427 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $22,962,508 | 295,680 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $21,515,062 | 313,951 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,919,614 | 60,385 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,544,447 | 73,384 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $24,820 | 730 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||