Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,666,048
+$433,419 QoQ
Shares Held
7,970
+6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#284
of 865 holders
Holding Since
Jun 2022
17 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, 2026OLD NATIONAL BANCORP /IN/ holds $14,923,378 across 8 Capital Markets names. MS ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VIRT |
Virtu Financial, Inc.
|
88,132 | $5,250,022 | |
| 2 | GS |
Goldman Sachs Group Inc
|
4,743 | $4,796,927 | |
| 3 | SCHW |
Schwab Charles Corp
|
22,595 | $2,084,840 | |
| 4 | MS |
Morgan Stanley
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|
7,970 | $1,666,048 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1,179 | $332,100 | |
| 6 | PJT |
PJT Partners Inc.
|
1,924 | $290,408 | |
| 7 | SF |
Stifel Financial Corp
|
3,879 | $270,637 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
2,670 | $232,396 |
All Filings in MS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,666,048 | 7,970 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,232,629 | 7,490 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,327,214 | 7,476 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,205,393 | 7,583 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,176,603 | 8,353 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $960,893 | 8,236 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,127,959 | 8,972 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,023,428 | 9,818 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,117,490 | 11,498 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,183,778 | 12,572 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,415,720 | 15,182 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,144,522 | 14,014 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $699,340 | 8,189 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,003,027 | 11,424 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $970,163 | 11,411 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $872,269 | 11,040 | Shares | Sole | 2023-02-17 | |
| 2022-06-30 | $836,583 | 10,999 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||