Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,960,424
+$309,696 QoQ
Shares Held
14,162
-12.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#937
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Qtron Investments LLC holds $10,353,324 across 7 Capital Markets names. MS ranks #2 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,388 | $3,426,521 | |
| 2 | MS |
Morgan Stanley
This page
|
14,162 | $2,960,424 | |
| 3 | SCHW |
Schwab Charles Corp
|
21,579 | $1,991,094 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
7,041 | $612,848 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,283 | $529,779 | |
| 6 | NMR |
Nomura Holdings Inc
|
51,942 | $456,050 | |
| 7 | EVR |
Evercore Inc.
|
1,103 | $376,608 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,960,424 | 14,162 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,650,728 | 16,107 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,858,765 | 16,103 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,926,453 | 18,410 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,275,029 | 16,151 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,628,129 | 13,955 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,754,422 | 13,955 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,519,923 | 14,581 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,085,515 | 11,169 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,262,026 | 13,403 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,249,829 | 13,403 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $682,352 | 8,355 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $713,517 | 8,355 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $733,569 | 8,355 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $710,342 | 8,355 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $660,128 | 8,355 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $589,160 | 7,746 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $806,527 | 9,228 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $905,820 | 9,228 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $1,127,725 | 11,589 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $656,133 | 7,156 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,149,523 | 14,802 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,127,524 | 16,453 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $581,505 | 12,027 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $580,904 | 12,027 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $222,292 | 6,538 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||