Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,907,068,900
+$459,060,365 QoQ
Shares Held
13,906,759
-6.5% QoQ
Ownership
0.885%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#15
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Jun 30, 2026CallValue
$210,064,296
CallShares
1,004,900
PutValue
$129,500,280
PutShares
619,500
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, 2026GOLDMAN SACHS GROUP INC holds $8,384,808,686 across 59 Capital Markets names. MS ranks #1 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
13,906,759 | $2,907,068,900 | |
| 2 | SCHW |
Schwab Charles Corp
|
12,649,537 | $1,167,172,776 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
6,579,864 | $659,828,759 | |
| 4 | IREN |
IREN Ltd
|
12,518,530 | $572,472,376 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1,695,954 | $477,716,321 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
4,156,847 | $361,811,961 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
2,881,938 | $180,495,775 | |
| 8 | FUTU |
Futu Holdings Ltd
|
1,753,961 | $164,416,303 |
All Filings in MS
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,064,296 | 1,004,900 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $129,500,280 | 619,500 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $2,907,068,900 | 13,906,759 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $198,882,845 | 1,208,500 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $138,502,112 | 841,600 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $2,448,008,535 | 14,875,181 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,700,537,891 | 15,211,727 | Shares | Defined | 2026-03-25 | |
| 2025-12-31 | $72,627,523 | 409,100 | Put | Defined | 2026-03-25 | |
| 2025-12-31 | $58,797,936 | 331,200 | Call | Defined | 2026-03-25 | |
| 2025-09-30 | $56,859,992 | 357,700 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $2,379,388,465 | 14,968,473 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $37,562,248 | 236,300 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $30,284,900 | 215,000 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $36,778,546 | 261,100 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $2,221,569,542 | 15,771,472 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $24,465,699 | 209,700 | Put | Defined | 2025-06-27 | |
| 2025-03-31 | $31,465,899 | 269,700 | Call | Defined | 2025-06-27 | |
| 2025-03-31 | $1,934,098,789 | 16,577,516 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $1,755,980,771 | 13,967,394 | Shares | Defined | 2025-02-11 | |
| 2024-12-31 | $71,258,096 | 566,800 | Call | Defined | 2025-02-11 | |
| 2024-12-31 | $58,635,808 | 466,400 | Put | Defined | 2025-02-11 | |
| 2024-09-30 | $99,861,920 | 958,000 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $56,466,808 | 541,700 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $1,560,011,014 | 14,965,570 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,335,347,932 | 13,739,561 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $36,144,961 | 371,900 | Put | Defined | 2024-08-13 | |
| 2024-06-30 | $169,995,029 | 1,749,100 | Call | Defined | 2024-08-13 | |
| 2024-03-31 | $929,778,210 | 9,874,450 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $206,756,528 | 2,195,800 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $48,878,456 | 519,100 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $1,040,273,126 | 11,155,744 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $109,307,650 | 1,172,200 | Call | Defined | 2024-05-14 | |
| 2023-12-31 | $79,803,350 | 855,800 | Put | Defined | 2024-05-14 | |
| 2023-09-30 | $139,672,034 | 1,710,200 | Put | Defined | 2024-05-15 | |
| 2023-09-30 | $95,839,745 | 1,173,500 | Call | Defined | 2024-05-15 | |
| 2023-09-30 | $1,015,317,434 | 12,431,951 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $98,662,620 | 1,155,300 | Call | Defined | 2024-05-14 | |
| 2023-06-30 | $61,078,080 | 715,200 | Put | Defined | 2024-05-14 | |
| 2023-06-30 | $950,438,120 | 11,129,252 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $73,611,520 | 838,400 | Call | Defined | 2024-05-14 | |
| 2023-03-31 | $841,230,763 | 9,581,216 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $120,250,880 | 1,369,600 | Put | Defined | 2024-05-14 | |
| 2022-12-31 | $105,229,254 | 1,237,700 | Call | Defined | 2024-05-14 | |
| 2022-12-31 | $177,249,696 | 2,084,800 | Put | Defined | 2024-05-14 | |
| 2022-12-31 | $820,680,202 | 9,652,790 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $154,511,956 | 1,955,600 | Put | Defined | 2024-05-14 | |
| 2022-09-30 | $105,778,588 | 1,338,800 | Call | Defined | 2024-05-14 | |
| 2022-09-30 | $797,698,310 | 10,096,169 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $745,581,571 | 9,802,545 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $89,613,892 | 1,178,200 | Call | Defined | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||