Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$75,478,908
+$14,201,927 QoQ
Shares Held
361,074
-3.0% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#211
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $250,921,798 across 36 Capital Markets names. MS ranks #2 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
89,299 | $90,314,329 | |
| 2 | MS |
Morgan Stanley
This page
|
361,074 | $75,478,908 | |
| 3 | SCHW |
Schwab Charles Corp
|
236,089 | $21,783,932 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
181,743 | $18,225,188 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
121,104 | $10,540,892 | |
| 6 | IREN |
IREN Ltd
|
122,511 | $5,602,428 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
310,524 | $4,133,074 | |
| 8 | WULF |
Terawulf Inc.
|
165,421 | $4,085,898 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,478,908 | 361,074 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $61,276,981 | 372,346 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $72,438,808 | 408,037 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $70,391,462 | 442,825 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $65,263,396 | 463,321 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $54,480,689 | 466,964 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $56,150,072 | 446,628 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $44,876,987 | 430,516 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $41,280,674 | 424,742 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $39,751,244 | 422,167 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $39,412,019 | 422,649 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $36,657,742 | 448,852 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $37,091,867 | 434,331 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $35,429,319 | 403,523 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $31,939,548 | 375,671 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $29,018,160 | 367,272 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $26,922,045 | 353,958 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $30,559,672 | 349,653 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $30,335,759 | 309,044 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $27,838,152 | 286,077 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $24,053,404 | 262,334 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $19,354,658 | 249,223 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $13,636,784 | 198,990 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,754,686 | 181,069 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $8,285,816 | 171,549 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $5,343,950 | 157,175 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||