Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$488,170,274
+$179,950,743 QoQ
Shares Held
2,335,296
+24.7% QoQ
Ownership
0.149%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#58
of 2,722 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Jun 30, 2026CallValue
$12,646,920
CallShares
60,500
PutValue
$176,450,664
PutShares
844,100
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, 2026CITIGROUP INC holds $3,282,506,628 across 53 Capital Markets names. MS ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,051,430 | $1,063,384,758 | |
| 2 | IREN |
IREN Ltd
|
11,470,290 | $524,536,360 | |
| 3 | MS |
Morgan Stanley
This page
|
2,335,296 | $488,170,274 | |
| 4 | FUTU |
Futu Holdings Ltd
|
3,679,236 | $344,891,581 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,304,798 | $231,125,142 | |
| 6 | SCHW |
Schwab Charles Corp
|
2,152,238 | $198,586,998 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
1,671,639 | $104,694,749 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
629,870 | $54,823,883 |
All Filings in MS
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,646,920 | 60,500 | Call | Defined | 2026-08-03 | |
| 2026-06-30 | $176,450,664 | 844,100 | Put | Defined | 2026-08-03 | |
| 2026-06-30 | $488,170,274 | 2,335,296 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $308,219,531 | 1,872,878 | Shares | Defined | 2026-05-11 | |
| 2026-03-31 | $37,916,928 | 230,400 | Call | Defined | 2026-05-11 | |
| 2026-03-31 | $166,413,184 | 1,011,200 | Put | Defined | 2026-05-11 | |
| 2025-12-31 | $60,147,164 | 338,800 | Call | Defined | 2026-02-13 | |
| 2025-12-31 | $267,132,584 | 1,504,718 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $151,575,114 | 853,800 | Put | Defined | 2026-02-13 | |
| 2025-09-30 | $104,929,496 | 660,100 | Put | Defined | 2025-11-10 | |
| 2025-09-30 | $352,191,298 | 2,215,597 | Shares | Defined | 2025-11-10 | |
| 2025-09-30 | $77,413,520 | 487,000 | Call | Defined | 2025-11-10 | |
| 2025-06-30 | $374,833,387 | 2,661,035 | Shares | Defined | 2025-08-11 | |
| 2025-06-30 | $75,979,884 | 539,400 | Put | Defined | 2025-08-11 | |
| 2025-06-30 | $72,542,900 | 515,000 | Call | Defined | 2025-08-11 | |
| 2025-03-31 | $52,268,160 | 448,000 | Call | Defined | 2025-05-12 | |
| 2025-03-31 | $42,339,543 | 362,900 | Put | Defined | 2025-05-12 | |
| 2025-03-31 | $313,449,235 | 2,686,631 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $200,586,260 | 1,595,500 | Put | Defined | 2025-02-12 | |
| 2024-12-31 | $249,302,379 | 1,982,997 | Shares | Defined | 2025-02-12 | |
| 2024-12-31 | $123,897,060 | 985,500 | Call | Defined | 2025-02-12 | |
| 2024-09-30 | $153,806,120 | 1,475,500 | Put | Defined | 2024-11-12 | |
| 2024-09-30 | $183,841,205 | 1,763,634 | Shares | Defined | 2024-11-12 | |
| 2024-09-30 | $90,084,208 | 864,200 | Call | Defined | 2024-11-12 | |
| 2024-06-30 | $93,836,945 | 965,500 | Put | Defined | 2024-08-12 | |
| 2024-06-30 | $178,234,017 | 1,833,872 | Shares | Defined | 2024-08-12 | |
| 2024-06-30 | $83,505,648 | 859,200 | Call | Defined | 2024-08-12 | |
| 2024-03-31 | $82,342,920 | 874,500 | Call | Defined | 2024-05-10 | |
| 2024-03-31 | $98,623,184 | 1,047,400 | Put | Defined | 2024-05-10 | |
| 2024-03-31 | $161,231,766 | 1,712,317 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $125,018,780 | 1,340,684 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $118,604,675 | 1,271,900 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $75,485,875 | 809,500 | Call | Defined | 2024-02-09 | |
| 2023-06-30 | $45,048,500 | 527,500 | Call | Defined | 2023-08-10 | |
| 2023-06-30 | $103,547,500 | 1,212,500 | Put | Defined | 2023-08-10 | |
| 2023-06-30 | $178,952,537 | 2,095,463 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $198,907,122 | 2,265,457 | Shares | Defined | 2023-05-11 | |
| 2023-03-31 | $101,128,040 | 1,151,800 | Put | Defined | 2023-05-11 | |
| 2023-03-31 | $48,720,220 | 554,900 | Call | Defined | 2023-05-11 | |
| 2022-12-31 | $289,220,097 | 3,401,789 | Shares | Defined | 2023-02-09 | |
| 2022-12-31 | $25,327,458 | 297,900 | Call | Defined | 2023-02-09 | |
| 2022-12-31 | $18,831,930 | 221,500 | Put | Defined | 2023-02-09 | |
| 2022-09-30 | $39,291,673 | 497,300 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $346,889,610 | 4,390,452 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $27,566,589 | 348,900 | Call | Defined | 2022-11-10 | |
| 2022-06-30 | $17,493,800 | 230,000 | Put | Defined | 2022-08-10 | |
| 2022-06-30 | $7,606,000 | 100,000 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $354,123,644 | 4,655,846 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $41,165,400 | 471,000 | Call | Defined | 2022-05-12 | |
| 2022-03-31 | $313,532,029 | 3,587,323 | Shares | Defined | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||