Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$42,878,911
+$9,128,567 QoQ
Shares Held
205,123
+0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
2.58%
of 13F equity value
Holder Rank
#297
of 2,731 holders
Holding Since
Dec 2020
22 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, 2026CERTUITY, LLC holds $50,398,353 across 7 Capital Markets names. MS ranks #1 (85.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
205,123 | $42,878,911 | |
| 2 | BMNR |
Bitmine Immersion Technologies, Inc.
|
181,655 | $2,417,828 | |
| 3 | GS |
Goldman Sachs Group Inc
|
1,701 | $1,720,340 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
15,535 | $1,557,849 | |
| 5 | SCHW |
Schwab Charles Corp
|
10,461 | $965,236 | |
| 6 | EVR |
Evercore Inc.
|
1,633 | $557,571 | |
| 7 | HUT |
Hut 8 Corp.
|
2,604 | $300,618 |
All Filings in MS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,878,911 | 205,123 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $33,750,344 | 205,082 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $36,293,878 | 204,438 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $32,396,683 | 203,804 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $28,631,344 | 203,261 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $23,706,877 | 203,196 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $25,536,372 | 203,121 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $21,105,368 | 202,469 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $19,626,159 | 201,936 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $19,138,114 | 203,251 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $18,946,348 | 203,178 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $16,529,681 | 202,396 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $21,509,698 | 251,870 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $22,107,249 | 251,791 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $23,740,049 | 279,229 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $431,336 | 5,671 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $534,888 | 6,120 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $505,720 | 5,152 | Shares | Sole | 2022-02-28 | |
| 2021-09-30 | $579,772 | 5,958 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $460,375 | 5,021 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $272,508 | 3,509 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $223,270 | 3,258 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||