Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,766,948
+$1,606,875 QoQ
Shares Held
22,804
+18.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#757
of 2,723 holders
Holding Since
Jun 2024
9 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, 2026F/m Investments LLC holds $4,766,948 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
22,804 | $4,766,948 |
All Filings in MS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,766,948 | 22,804 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,160,073 | 19,202 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $14,947,315 | 84,196 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $13,824,433 | 86,968 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $12,453,432 | 88,410 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,065,120 | 86,270 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $11,575,417 | 92,073 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,718,060 | 102,821 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $8,843,220 | 90,989 | Shares | Defined | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||