Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,505,399
+$3,485,318 QoQ
Shares Held
59,823
+9.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#507
of 2,731 holders
Holding Since
Sep 2021
13 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, 2026Polar Capital Holdings Plc holds $308,705,390 across 5 Capital Markets names. MS ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
2,597,658 | $260,493,144 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
304,343 | $26,490,014 | |
| 3 | MS |
Morgan Stanley
This page
|
59,823 | $12,505,399 | |
| 4 | SNEX |
StoneX Group Inc.
|
77,814 | $6,147,306 | |
| 5 | MIAX |
Miami International Holdings, Inc.
|
82,603 | $3,069,527 |
All Filings in MS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,505,399 | 59,823 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $9,020,081 | 54,810 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $11,988,955 | 67,532 | Shares | Defined | 2026-02-17 | |
| 2023-12-31 | $11,114,374 | 119,189 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $10,402,879 | 127,377 | Shares | Defined | 2023-11-22 | |
| 2023-06-30 | $10,920,268 | 127,872 | Shares | Defined | 2023-12-13 | |
| 2023-03-31 | $9,609,973 | 109,453 | Shares | Defined | 2023-12-13 | |
| 2022-12-31 | $8,529,036 | 100,318 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,765,310 | 85,626 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,286,128 | 108,942 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $8,788,769 | 100,558 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $13,516,141 | 137,695 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,198,671 | 104,806 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||