Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$47,050,514
-$4,539,712 QoQ
Shares Held
225,079
-28.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#281
of 2,738 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Longaeva Partners L.P. holds $232,791,629 across 9 Capital Markets names. MS ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
186,650 | $52,575,572 | |
| 2 | MS |
Morgan Stanley
This page
|
225,079 | $47,050,514 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
363,108 | $31,604,920 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
519,676 | $25,973,406 | |
| 5 | EVR |
Evercore Inc.
|
67,925 | $23,192,312 | |
| 6 | GS |
Goldman Sachs Group Inc
|
21,717 | $21,963,922 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
204,295 | $20,486,702 | |
| 8 | MC |
Moelis & Co
|
138,324 | $9,049,156 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,050,514 | 225,079 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $51,590,226 | 313,485 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $25,374,185 | 142,929 | Shares | Other | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||