Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$15,464,152
+$7,567,096 QoQ
Shares Held
73,977
+54.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#470
of 2,723 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Vise Technologies, Inc. holds $49,559,365 across 19 Capital Markets names. MS ranks #2 (31.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
16,359 | $16,545,001 | |
| 2 | MS |
Morgan Stanley
This page
|
73,977 | $15,464,152 | |
| 3 | SCHW |
Schwab Charles Corp
|
49,754 | $4,590,801 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
28,986 | $2,522,941 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
20,829 | $2,088,732 | |
| 6 | NMR |
Nomura Holdings Inc
|
153,947 | $1,351,654 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
3,626 | $1,021,371 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
19,892 | $994,202 |
All Filings in MS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,464,152 | 73,977 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,897,056 | 47,986 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $8,518,954 | 47,986 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,026,667 | 44,204 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,331,516 | 44,949 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $3,864,632 | 30,740 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $2,211,243 | 21,213 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,477,968 | 15,207 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,273,702 | 13,527 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,264,470 | 13,560 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,346,003 | 16,481 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,730,545 | 20,264 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,765,219 | 20,105 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,453,671 | 17,098 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,167,293 | 14,774 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $852,024 | 11,202 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $570,197 | 6,524 | Shares | Sole | 2022-06-08 | |
| No filing history on record for this holder in this stock. | ||||||