Position in MS
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$2,686,881,065
-$196,053,987 QoQ
Shares Held
16,326,676
+0.5% QoQ
Ownership
1.04%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 40.42131417319729.ToString("F0")%
Shared 0.ToString("F0")%
None 59.57868582680271.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Sep 30, 2025CallValue
$109,889,048
CallShares
691,300
PutValue
$90,384,656
PutShares
568,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $12,201,592,250 across 50 Capital Markets names. MS ranks #2 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,455,011 | $5,460,874,752 | |
| 2 | MS |
Morgan Stanley
This page
|
16,326,676 | $2,686,881,065 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,623,030 | $1,468,252,356 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,165,099 | $427,241,357 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
6,230,136 | $417,855,219 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
803,428 | $241,695,241 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
1,780,834 | $169,909,369 | |
| 8 | SF |
Stifel Financial Corp
|
1,875,501 | $138,637,031 |
All Filings in MS
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,686,881,065 | 16,326,676 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $2,882,935,052 | 16,239,143 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,677,220,053 | 16,842,099 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $109,889,048 | 691,300 | Call | Defined | 2026-02-03 | |
| 2025-09-30 | $90,384,656 | 568,600 | Put | Defined | 2026-02-03 | |
| 2025-06-30 | $98,193,506 | 697,100 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $83,614,496 | 593,600 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $2,405,133,083 | 17,074,635 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $127,018,629 | 1,088,700 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $2,462,733,240 | 21,108,539 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $119,901,759 | 1,027,700 | Call | Defined | 2025-05-15 | |
| 2024-12-31 | $2,364,829,404 | 18,810,288 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $165,334,372 | 1,315,100 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $228,118,940 | 1,814,500 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $117,384,664 | 1,126,100 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $2,171,110,195 | 20,827,995 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $150,678,920 | 1,445,500 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $2,042,559,225 | 21,016,146 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $132,158,962 | 1,359,800 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $171,540,350 | 1,765,000 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $147,614,632 | 1,567,700 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $127,341,984 | 1,352,400 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $2,140,553,964 | 22,733,156 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $105,288,575 | 1,129,100 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $296,553,650 | 3,180,200 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $1,955,164,541 | 20,966,912 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $59,414,925 | 727,500 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $76,557,458 | 937,400 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $1,919,213,554 | 23,499,615 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $106,843,940 | 1,251,100 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $104,888,280 | 1,228,200 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $2,021,842,351 | 23,674,969 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,974,988,912 | 22,494,179 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $68,580,580 | 781,100 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $97,528,240 | 1,110,800 | Put | Defined | 2023-05-12 | |
| 2022-12-31 | $85,623,642 | 1,007,100 | Call | Defined | 2023-02-10 | |
| 2022-12-31 | $94,907,826 | 1,116,300 | Put | Defined | 2023-02-10 | |
| 2022-12-31 | $1,850,641,730 | 21,767,134 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $153,113,479 | 1,937,900 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $1,833,242,873 | 23,202,669 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $90,814,094 | 1,149,400 | Put | Defined | 2022-11-14 | |
| 2022-06-30 | $48,320,918 | 635,300 | Call | Defined | 2022-08-12 | |
| 2022-06-30 | $1,837,230,360 | 24,155,014 | Shares | Defined | 2022-08-12 | |
| 2022-06-30 | $149,640,444 | 1,967,400 | Put | Defined | 2022-08-12 | |
| 2022-03-31 | $2,250,365,844 | 25,747,893 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $235,551,740 | 2,695,100 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $12,821,580 | 146,700 | Call | Defined | 2022-05-16 | |
| 2021-12-31 | $2,231,684,872 | 22,735,176 | Shares | Defined | 2022-02-08 | |
| 2021-12-31 | $171,652,392 | 1,748,700 | Put | Defined | 2022-02-08 | |
| 2021-12-31 | $103,961,256 | 1,059,100 | Call | Defined | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||