Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$121,930,732
+$44,620,025 QoQ
Shares Held
583,289
+24.2% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#21
of 1,173 holders
Holding Since
Dec 2021
19 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, 2026TD Waterhouse Canada Inc. holds $351,454,240 across 28 Capital Markets names. MS ranks #2 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
146,204 | $147,866,339 | |
| 2 | MS |
Morgan Stanley
This page
|
583,289 | $121,930,732 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
516,646 | $44,968,867 | |
| 4 | EVR |
Evercore Inc.
|
74,739 | $25,518,884 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
53,324 | $5,347,330 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
7,753 | $2,183,865 | |
| 7 | SCHW |
Schwab Charles Corp
|
15,634 | $1,442,549 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
9,870 | $618,158 |
All Filings in MS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,930,732 | 583,289 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $77,310,707 | 469,774 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $48,555,697 | 273,507 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $33,082,914 | 208,121 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $30,572,113 | 217,039 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $28,673,635 | 245,767 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $32,780,358 | 260,741 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $23,182,246 | 222,393 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $23,301,982 | 239,757 | Shares | Defined | 2024-11-12 | |
| 2024-03-31 | $22,320,251 | 237,046 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $26,196,442 | 280,927 | Shares | Defined | 2024-05-10 | |
| 2023-09-30 | $26,330,571 | 322,402 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $28,825,659 | 337,537 | Shares | Defined | 2023-11-13 | |
| 2023-03-31 | $33,489,378 | 381,428 | Shares | Defined | 2023-11-13 | |
| 2022-12-31 | $31,031,449 | 364,990 | Shares | Defined | 2023-11-13 | |
| 2022-09-30 | $30,275,920 | 383,191 | Shares | Defined | 2023-11-13 | |
| 2022-06-30 | $29,131,512 | 383,007 | Shares | Defined | 2023-11-13 | |
| 2022-03-31 | $28,972,400 | 331,492 | Shares | Defined | 2023-11-13 | |
| 2021-12-31 | $35,860,400 | 365,326 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||