Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$28,353,348
+$11,376,637 QoQ
Shares Held
135,636
+31.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#373
of 2,734 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026B. Metzler seel. Sohn & Co. AG holds $108,992,919 across 14 Capital Markets names. MS ranks #1 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
135,636 | $28,353,348 | |
| 2 | GS |
Goldman Sachs Group Inc
|
21,668 | $21,914,364 | |
| 3 | SCHW |
Schwab Charles Corp
|
206,143 | $19,020,814 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
46,399 | $13,069,669 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
79,565 | $6,925,337 | |
| 6 | EVR |
Evercore Inc.
|
18,222 | $6,221,719 | |
| 7 | MC |
Moelis & Co
|
71,989 | $4,709,520 | |
| 8 | SNEX |
StoneX Group Inc.
|
38,976 | $3,079,104 |
All Filings in MS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,353,348 | 135,636 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $16,976,711 | 103,158 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $21,384,730 | 120,457 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $17,213,778 | 108,290 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $16,444,559 | 116,744 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $17,662,320 | 151,387 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $24,141,885 | 192,029 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $14,497,490 | 139,078 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $9,453,379 | 97,267 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $9,599,517 | 101,949 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $7,772,480 | 83,351 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $7,513,312 | 91,996 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $10,295,823 | 120,560 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $11,122,416 | 126,679 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $9,911,205 | 116,575 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $12,359,217 | 156,426 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,360,738 | 162,513 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $14,252,492 | 163,072 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $15,913,306 | 162,116 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||