Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$22,870,128
-$27,549,989 QoQ
Shares Held
138,969
-51.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Woodline Partners LP holds $343,643,866 across 18 Capital Markets names. MS ranks #6 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
112,243 | $94,956,455 | |
| 2 | SCHW |
Schwab Charles Corp
|
943,406 | $88,661,295 | |
| 3 | SF |
Stifel Financial Corp
|
362,864 | $26,822,906 | |
| 4 | LAZ |
Lazard, Inc.
|
562,537 | $23,896,571 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
354,749 | $23,793,015 | |
| 6 | MS |
Morgan Stanley
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|
138,969 | $22,870,128 | |
| 7 | PJT |
PJT Partners Inc.
|
119,170 | $16,650,432 | |
| 8 | EVR |
Evercore Inc.
|
50,083 | $14,950,276 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,870,128 | 138,969 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $50,420,117 | 284,009 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,487,328 | 160,338 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,821,713 | 133,620 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,196,798 | 104,541 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,365,762 | 74,497 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||