Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$23,925,464
+$6,340,008 QoQ
Shares Held
114,454
+7.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#390
of 2,722 holders
Holding Since
Jun 2023
13 quarters on record
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026iA Global Asset Management Inc. holds $38,579,711 across 9 Capital Markets names. MS ranks #1 (62.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
114,454 | $23,925,464 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
103,220 | $8,984,268 | |
| 3 | SCHW |
Schwab Charles Corp
|
26,386 | $2,434,636 | |
| 4 | FUTU |
Futu Holdings Ltd
|
11,242 | $1,053,825 | |
| 5 | GS |
Goldman Sachs Group Inc
|
682 | $689,754 | |
| 6 | EVR |
Evercore Inc.
|
1,855 | $633,371 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
2,687 | $360,407 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
2,980 | $298,834 |
All Filings in MS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,925,464 | 114,454 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $17,585,456 | 106,857 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,169,035 | 6,585 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $224,133 | 1,410 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $417,649 | 2,965 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,886,087 | 16,166 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8,792,856 | 69,940 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $255,388 | 2,450 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $230,340 | 2,370 | Shares | Sole | 2025-04-08 | |
| 2024-03-31 | $241,991 | 2,570 | Shares | Sole | 2025-04-08 | |
| 2023-12-31 | $232,192 | 2,490 | Shares | Sole | 2025-04-08 | |
| 2023-09-30 | $5,061,906 | 61,980 | Shares | Sole | 2025-04-08 | |
| 2023-06-30 | $5,083,862 | 59,530 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||