Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$934,395,418
+$221,640,118 QoQ
Shares Held
4,469,936
+3.2% QoQ
Ownership
0.285%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#38
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Jun 30, 2026CallValue
$5,226,000
CallShares
25,000
PutValue
$6,626,568
PutShares
31,700
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 Jun 30, 2026WELLS FARGO & COMPANY/MN holds $3,661,176,885 across 55 Capital Markets names. MS ranks #2 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,532,973 | $1,550,402,899 | |
| 2 | MS |
Morgan Stanley
This page
|
4,469,936 | $934,395,418 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,189,572 | $294,301,805 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
2,273,543 | $197,889,180 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,189,360 | $119,269,018 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
387,223 | $109,072,972 | |
| 7 | MC |
Moelis & Co
|
930,431 | $60,868,795 | |
| 8 | IREN |
IREN Ltd
|
1,290,811 | $59,028,785 |
All Filings in MS
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,226,000 | 25,000 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $6,626,568 | 31,700 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $934,395,418 | 4,469,936 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $712,755,300 | 4,331,016 | Shares | Defined | 2026-05-11 | |
| 2026-03-31 | $1,201,361 | 7,300 | Put | Defined | 2026-05-11 | |
| 2025-12-31 | $2,023,842 | 11,400 | Put | Defined | 2026-02-13 | |
| 2025-12-31 | $750,129,756 | 4,225,369 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,859,832 | 11,700 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $598,433,688 | 3,764,681 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $578,514,552 | 4,107,018 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $11,451,918 | 81,300 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $481,880,231 | 4,130,284 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $3,208,425 | 27,500 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $5,821,833 | 49,900 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $5,066,516 | 40,300 | Put | Defined | 2025-02-13 | |
| 2024-12-31 | $550,749,522 | 4,380,763 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $8,913,548 | 70,900 | Call | Defined | 2025-02-13 | |
| 2024-09-30 | $17,022,392 | 163,300 | Put | Defined | 2024-11-13 | |
| 2024-09-30 | $13,030,000 | 125,000 | Call | Defined | 2024-11-13 | |
| 2024-09-30 | $452,978,253 | 4,345,532 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $403,534,724 | 4,152,019 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $1,350,941 | 13,900 | Put | Defined | 2024-08-13 | |
| 2024-03-31 | $367,827,093 | 3,906,405 | Shares | Defined | 2024-05-10 | |
| 2024-03-31 | $1,289,992 | 13,700 | Put | Defined | 2024-05-10 | |
| 2023-12-31 | $452,522,759 | 4,852,791 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $179,674 | 2,200 | Put | Defined | 2023-11-13 | |
| 2023-09-30 | $402,190,365 | 4,924,579 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $412,296,510 | 4,827,828 | Shares | Defined | 2023-08-15 | |
| 2023-06-30 | $187,880 | 2,200 | Put | Defined | 2023-08-15 | |
| 2023-03-31 | $435,998,994 | 4,965,820 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $158,040 | 1,800 | Put | Defined | 2023-05-12 | |
| 2022-12-31 | $153,036 | 1,800 | Put | Defined | 2023-02-13 | |
| 2022-12-31 | $414,150,017 | 4,871,207 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $394,592,136 | 4,994,205 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,084,800 | 80,000 | Call | Defined | 2022-08-12 | |
| 2022-06-30 | $390,110,977 | 5,128,990 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $21,850,000 | 250,000 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $516,950,110 | 5,914,761 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $874,000 | 10,000 | Call | Defined | 2022-05-16 | |
| 2021-12-31 | $549,810,453 | 5,601,166 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $524,491,458 | 5,389,903 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $505,636,331 | 5,514,629 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $706,706 | 9,100 | Put | Defined | 2021-05-13 | |
| 2021-03-31 | $706,706 | 9,100 | Call | Defined | 2021-05-13 | |
| 2021-03-31 | $456,174,683 | 5,873,998 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,370,600 | 20,000 | Put | Defined | 2021-02-09 | |
| 2020-12-31 | $338,648,050 | 4,941,603 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $201,388,530 | 4,165,223 | Shares | Defined | 2020-11-05 | |
| 2020-09-30 | $731,000 | 170,000 | Put | Defined | 2020-11-05 | |
| 2020-06-30 | $1,113,150 | 200,500 | Put | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||