Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$19,341,425
+$5,683,269 QoQ
Shares Held
92,525
+11.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#435
of 2,718 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, 2026J. Safra Sarasin Holding AG holds $45,938,008 across 15 Capital Markets names. MS ranks #1 (42.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
92,525 | $19,341,425 | |
| 2 | GS |
Goldman Sachs Group Inc
|
12,661 | $12,804,954 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
48,046 | $4,818,052 | |
| 4 | SCHW |
Schwab Charles Corp
|
16,522 | $1,524,483 | |
| 5 | IREN |
IREN Ltd
|
32,508 | $1,486,590 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
14,125 | $1,229,439 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
18,506 | $1,159,030 | |
| 8 | FUTU |
Futu Holdings Ltd
|
7,719 | $723,579 |
All Filings in MS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,341,425 | 92,525 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $13,658,156 | 82,993 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $4,076,265 | 22,961 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $4,073,985 | 25,629 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $3,451,210 | 24,501 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $3,521,333 | 30,182 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $1,553,647 | 12,358 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,406,301 | 13,491 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,794,904 | 18,468 | Shares | Defined | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||