Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,409,261
-$4,501,749 QoQ
Shares Held
40,228
-48.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#607
of 2,716 holders
Holding Since
Dec 2025
3 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, 2026Osmosis Investment Management UK Ltd holds $28,468,201 across 8 Capital Markets names. MS ranks #2 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,947 | $10,060,097 | |
| 2 | MS |
Morgan Stanley
This page
|
40,228 | $8,409,261 | |
| 3 | SCHW |
Schwab Charles Corp
|
57,016 | $5,260,866 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
20,666 | $2,072,386 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
13,756 | $1,197,322 | |
| 6 | TW |
Tradeweb Markets Inc.
|
6,088 | $606,730 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
1,915 | $539,417 | |
| 8 | IREN |
IREN Ltd
|
7,044 | $322,122 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,409,261 | 40,228 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $12,911,010 | 78,453 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $16,371,461 | 92,218 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||