Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$108,939,105
+$86,068,977 QoQ
Shares Held
521,140
+275.0% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#168
of 2,731 holders
Holding Since
Dec 2024
7 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, 2026Woodline Partners LP holds $319,425,508 across 15 Capital Markets names. MS ranks #1 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
521,140 | $108,939,105 | |
| 2 | CRCL |
Circle Internet Group, Inc.
|
603,477 | $37,795,764 | |
| 3 | GS |
Goldman Sachs Group Inc
|
30,745 | $31,094,570 | |
| 4 | MC |
Moelis & Co
|
383,317 | $25,076,598 | |
| 5 | EVR |
Evercore Inc.
|
70,414 | $24,042,156 | |
| 6 | PJT |
PJT Partners Inc.
|
120,955 | $18,256,947 | |
| 7 | SCHW |
Schwab Charles Corp
|
188,597 | $17,401,845 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
170,367 | $17,084,402 |
All Filings in MS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,939,105 | 521,140 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||