Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,094,789
+$241,238 QoQ
Shares Held
10,021
-11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,057
of 2,718 holders
Holding Since
Mar 2020
26 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, 2026WESTPAC BANKING CORP holds $12,854,334 across 9 Capital Markets names. MS ranks #3 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
5,443 | $5,504,886 | |
| 2 | TW |
Tradeweb Markets Inc.
|
24,249 | $2,416,653 | |
| 3 | MS |
Morgan Stanley
This page
|
10,021 | $2,094,789 | |
| 4 | SCHW |
Schwab Charles Corp
|
18,811 | $1,735,690 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,915 | $392,596 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
2,194 | $248,997 | |
| 7 | EVR |
Evercore Inc.
|
710 | $242,422 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
1,664 | $144,834 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,094,789 | 10,021 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,853,551 | 11,263 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,283,035 | 12,860 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $2,062,346 | 12,974 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,271,790 | 44,525 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $5,402,986 | 46,310 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,740,773 | 37,709 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,930,940 | 18,524 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $1,180,080 | 12,142 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,062,501 | 11,284 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $6,171,844 | 66,186 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $8,902,764 | 109,009 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,828,138 | 103,374 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $29,045,818 | 330,818 | Shares | Defined | 2023-05-04 | |
| 2022-12-31 | $12,844,395 | 151,075 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $8,767,106 | 110,962 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $8,439,769 | 110,962 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $9,762,667 | 111,701 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $15,160,516 | 154,447 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $21,690,200 | 222,898 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $25,738,663 | 280,714 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $26,141,050 | 336,609 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $42,513,541 | 620,364 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $34,135,677 | 706,012 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $39,531,230 | 818,452 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $4,675,408 | 137,512 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||