Position in MS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$8,910,748
+$2,308,694 QoQ
Shares Held
42,627
+6.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#587
of 2,716 holders
Holding Since
Mar 2020
26 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, 2026E. Ohman J:or Asset Management AB holds $32,233,472 across 9 Capital Markets names. MS ranks #2 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,361 | $10,478,804 | |
| 2 | MS |
Morgan Stanley
This page
|
42,627 | $8,910,748 | |
| 3 | SCHW |
Schwab Charles Corp
|
41,700 | $3,847,659 | |
| 4 | FUTU |
Futu Holdings Ltd
|
39,400 | $3,693,356 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
27,727 | $2,780,463 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
11,195 | $974,412 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
2,916 | $821,378 | |
| 8 | TW |
Tradeweb Markets Inc.
|
4,124 | $410,997 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,910,748 | 42,627 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $6,602,054 | 40,117 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $7,512,537 | 42,317 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $8,054,185 | 50,668 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,066,664 | 50,168 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $6,235,544 | 53,446 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $7,015,930 | 55,806 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $5,037,502 | 48,326 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $5,036,968 | 51,826 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,729,280 | 50,226 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,562,349 | 48,926 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $4,698,148 | 57,526 | Shares | Sole | 2024-02-06 | |
| 2023-06-30 | $4,912,720 | 57,526 | Shares | Sole | 2024-04-05 | |
| 2023-03-31 | $19,992,762 | 227,708 | Shares | Sole | 2024-04-05 | |
| 2022-12-31 | $18,631,792 | 219,146 | Shares | Sole | 2024-04-05 | |
| 2022-09-30 | $18,136,745 | 229,550 | Shares | Sole | 2024-04-05 | |
| 2022-06-30 | $27,967,642 | 367,705 | Shares | Sole | 2024-04-05 | |
| 2022-03-31 | $37,208,015 | 425,721 | Shares | Sole | 2024-04-05 | |
| 2021-12-31 | $42,474,813 | 432,710 | Shares | Sole | 2024-04-05 | |
| 2021-09-30 | $42,013,105 | 431,745 | Shares | Sole | 2024-04-05 | |
| 2021-06-30 | $44,362,189 | 483,828 | Shares | Sole | 2024-04-05 | |
| 2021-03-31 | $39,531,036 | 509,027 | Shares | Sole | 2024-04-05 | |
| 2020-12-31 | $35,843,108 | 523,028 | Shares | Sole | 2024-04-05 | |
| 2020-09-30 | $25,089,298 | 518,910 | Shares | Sole | 2024-04-05 | |
| 2020-06-30 | $2,270,389 | 47,006 | Shares | Sole | 2024-04-05 | |
| 2020-03-31 | $1,492,804 | 43,906 | Shares | Sole | 2024-04-05 | |
| No filing history on record for this holder in this stock. | ||||||