Position in MS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$35,551,890
+$2,506,813 QoQ
Shares Held
216,029
+16.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Federation des caisses Desjardins du Quebec holds $123,763,640 across 37 Capital Markets names. MS ranks #2 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
44,410 | $37,570,413 | |
| 2 | MS |
Morgan Stanley
This page
|
216,029 | $35,551,890 | |
| 3 | SCHW |
Schwab Charles Corp
|
266,271 | $25,024,146 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
105,963 | $7,106,935 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
11,251 | $3,384,636 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
36,606 | $2,536,793 | |
| 7 | SF |
Stifel Financial Corp
|
28,083 | $2,075,895 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
50,046 | $2,065,397 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,551,890 | 216,029 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $33,045,077 | 186,138 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $19,919,911 | 125,314 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $16,405,398 | 116,466 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $12,459,303 | 106,791 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $12,847,451 | 102,191 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,363,304 | 70,638 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $6,851,893 | 70,500 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,191,039 | 55,130 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,008,444 | 42,986 | Shares | Defined | 2024-08-15 | |
| 2023-09-30 | $4,287,674 | 52,500 | Shares | Defined | 2024-08-15 | |
| 2023-06-30 | $4,626,886 | 54,179 | Shares | Defined | 2024-08-15 | |
| 2023-03-31 | $3,002,145 | 34,193 | Shares | Defined | 2024-08-15 | |
| 2022-12-31 | $3,357,184 | 39,487 | Shares | Defined | 2024-08-15 | |
| 2022-09-30 | $3,183,153 | 40,288 | Shares | Defined | 2024-08-15 | |
| 2022-06-30 | $2,823,726 | 37,125 | Shares | Defined | 2024-08-15 | |
| 2022-03-31 | $4,110,683 | 47,033 | Shares | Defined | 2024-08-15 | |
| 2021-12-31 | $4,477,077 | 45,610 | Shares | Defined | 2024-08-30 | |
| 2021-09-30 | $4,747,461 | 48,787 | Shares | Defined | 2024-08-30 | |
| 2021-06-30 | $4,131,459 | 45,059 | Shares | Defined | 2024-08-30 | |
| 2021-03-31 | $2,563,866 | 33,014 | Shares | Defined | 2024-08-30 | |
| 2020-12-31 | $2,688,020 | 39,224 | Shares | Defined | 2024-08-30 | |
| 2020-09-30 | $1,492,371 | 30,866 | Shares | Defined | 2024-08-30 | |
| 2020-06-30 | $1,605,878 | 33,248 | Shares | Defined | 2024-08-30 | |
| 2020-03-31 | $1,106,394 | 32,541 | Shares | Defined | 2024-08-30 | |
| No filing history on record for this holder in this stock. | ||||||