Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$40,756,528
+$12,183,885 QoQ
Shares Held
194,970
+12.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#306
of 2,723 holders
Holding Since
Sep 2023
12 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, 2026NEOS Investment Management LLC holds $134,032,626 across 5 Capital Markets names. MS ranks #2 (30.4% of the industry book) .
All Filings in MS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,756,528 | 194,970 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $28,572,643 | 173,620 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,797,344 | 167,844 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $24,343,610 | 153,143 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $14,503,226 | 102,962 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $9,515,254 | 81,557 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,729,596 | 77,391 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,132,022 | 58,826 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,533,524 | 46,646 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,985,436 | 31,706 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,670,386 | 17,913 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,155,793 | 14,152 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||