Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,447,409
+$2,606,632 QoQ
Shares Held
93,032
-9.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#434
of 2,716 holders
Holding Since
Dec 2022
14 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, 2026Investment Management Corp of Ontario holds $77,516,780 across 10 Capital Markets names. MS ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
25,263 | $25,550,240 | |
| 2 | MS |
Morgan Stanley
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|
93,032 | $19,447,409 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
151,646 | $13,199,267 | |
| 4 | SCHW |
Schwab Charles Corp
|
114,067 | $10,524,962 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
47,862 | $4,799,601 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
5,102 | $1,437,131 | |
| 7 | IREN |
IREN Ltd
|
20,700 | $946,611 | |
| 8 | TW |
Tradeweb Markets Inc.
|
7,357 | $733,198 |
All Filings in MS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,447,409 | 93,032 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,840,777 | 102,332 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,657,133 | 99,460 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,933,092 | 62,488 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,161,498 | 43,742 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,628,394 | 48,242 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $6,708,156 | 64,353 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,981,279 | 51,253 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,119,782 | 43,753 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,377,833 | 68,395 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,214,939 | 39,365 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,780,316 | 44,266 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,202,856 | 36,479 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,115,217 | 36,641 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||