Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,294,260
+$719,892 QoQ
Shares Held
15,759
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#885
of 2,722 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026AlTi Global, Inc. holds $49,161,292 across 5 Capital Markets names. MS ranks #4 (6.7% of the industry book) .
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,294,260 | 15,759 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $2,574,368 | 15,643 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $2,696,325 | 15,188 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,145,005 | 13,494 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $1,858,224 | 13,192 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $1,497,459 | 12,835 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,727,267 | 13,739 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,246,710 | 11,960 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,577,441 | 57,387 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $7,676,770 | 81,529 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $10,282,117 | 110,264 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||