Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$21,088,791
+$13,989,571 QoQ
Shares Held
100,884
+133.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#414
of 2,722 holders
Holding Since
Dec 2022
14 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, 2026LBP AM SA holds $37,546,499 across 6 Capital Markets names. MS ranks #1 (56.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
100,884 | $21,088,791 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
29,215 | $8,229,280 | |
| 3 | GS |
Goldman Sachs Group Inc
|
3,442 | $3,481,135 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
21,158 | $2,121,724 | |
| 5 | SCHW |
Schwab Charles Corp
|
15,992 | $1,475,581 | |
| 6 | XP |
XP Inc.
|
70,725 | $1,149,988 |
All Filings in MS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,088,791 | 100,884 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,099,220 | 43,138 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $18,974,406 | 106,880 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $10,645,392 | 66,969 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $9,360,006 | 66,449 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $10,113,188 | 86,682 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $11,299,838 | 89,881 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $2,506,450 | 24,045 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,239,257 | 23,040 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $10,263,747 | 110,067 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,016,727 | 159,382 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,678,536 | 78,203 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,020,793 | 91,353 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,899,043 | 104,670 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||