Position in MS
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$554,019,959
-$69,170,685 QoQ
Shares Held
3,366,470
-4.1% QoQ
Ownership
0.213%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.69133840491672.ToString("F0")%
Shared 0.ToString("F0")%
None 0.3086615950832772.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Mar 31, 2026CallValue
$19,007,835
CallShares
115,500
PutValue
$30,972,074
PutShares
188,200
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, 2026HSBC HOLDINGS PLC holds $1,700,343,952 across 30 Capital Markets names. MS ranks #1 (32.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
3,366,470 | $554,019,959 | |
| 2 | GS |
Goldman Sachs Group Inc
|
630,864 | $533,704,630 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,424,044 | $321,791,651 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,528,604 | $105,932,253 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
850,275 | $57,027,941 | |
| 6 | FUTU |
Futu Holdings Ltd
|
332,501 | $45,472,833 | |
| 7 | XP |
XP Inc.
|
1,062,720 | $20,234,185 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
43,796 | $13,175,147 |
All Filings in MS
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,972,074 | 188,200 | Put | Defined | 2026-04-30 | |
| 2026-03-31 | $19,007,835 | 115,500 | Call | Defined | 2026-04-30 | |
| 2026-03-31 | $554,019,959 | 3,366,470 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $57,555,226 | 324,200 | Call | Defined | 2026-03-20 | |
| 2025-12-31 | $40,512,346 | 228,200 | Put | Defined | 2026-03-20 | |
| 2025-12-31 | $623,190,644 | 3,510,340 | Shares | Sole | 2026-03-20 | |
| 2025-09-30 | $6,151,752 | 38,700 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $40,518,904 | 254,900 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $470,482,013 | 2,959,751 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $33,792,314 | 239,900 | Call | Sole | 2025-08-13 | |
| 2025-06-30 | $5,451,282 | 38,700 | Put | Defined | 2025-08-13 | |
| 2025-06-30 | $474,800,032 | 3,370,723 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $27,732,459 | 237,700 | Call | Sole | 2025-05-14 | |
| 2025-03-31 | $11,620,332 | 99,600 | Put | Defined | 2025-05-14 | |
| 2025-03-31 | $429,104,665 | 3,677,935 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $435,055,056 | 3,460,508 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $12,031,404 | 95,700 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $38,068,016 | 302,800 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $31,324,120 | 300,500 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $352,450,961 | 3,381,149 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $9,975,768 | 95,700 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $48,361,744 | 497,600 | Call | Defined | 2024-08-12 | |
| 2024-06-30 | $316,960,684 | 3,261,248 | Shares | Defined | 2024-08-12 | |
| 2024-06-30 | $9,301,083 | 95,700 | Put | Defined | 2024-08-12 | |
| 2024-03-31 | $316,736,248 | 3,363,809 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $13,389,552 | 142,200 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $311,639,349 | 3,341,977 | Shares | Sole | 2024-02-12 | |
| 2023-12-31 | $12,542,125 | 134,500 | Put | Defined | 2024-02-12 | |
| 2023-12-31 | $5,128,750 | 55,000 | Call | Defined | 2024-02-12 | |
| 2023-09-30 | $282,301,088 | 3,456,607 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $16,456,505 | 201,500 | Call | Defined | 2023-11-13 | |
| 2023-09-30 | $44,575,486 | 545,800 | Put | Defined | 2023-11-13 | |
| 2023-06-30 | $28,429,660 | 332,900 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $278,424,746 | 3,260,243 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $262,319,617 | 2,987,695 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $36,138,480 | 411,600 | Call | Defined | 2023-05-15 | |
| 2022-12-31 | $2,304,042 | 27,100 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $57,175,950 | 672,500 | Call | Defined | 2023-02-14 | |
| 2022-12-31 | $231,330,231 | 2,720,892 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $26,744,885 | 338,500 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $179,549,349 | 2,272,489 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $25,844,171 | 327,100 | Put | Defined | 2022-11-14 | |
| 2022-06-30 | $1,460,352 | 19,200 | Call | Defined | 2022-08-11 | |
| 2022-06-30 | $148,959,245 | 1,958,444 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $428,260 | 4,900 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $175,285,414 | 2,005,554 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $197,088,684 | 2,007,831 | Shares | Defined | 2022-02-11 | |
| 2021-12-31 | $14,115,408 | 143,800 | Call | Defined | 2022-02-11 | |
| 2021-09-30 | $23,013,815 | 236,500 | Call | Defined | 2021-11-12 | |
| 2021-09-30 | $219,833,111 | 2,259,101 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||