Position in MS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$92,801,187
+$47,060,761 QoQ
Shares Held
563,901
+118.9% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Caisse de depot et placement du Quebec holds $611,000,207 across 13 Capital Markets names. MS ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
277,429 | $234,702,159 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
364,760 | $109,730,750 | |
| 3 | MS |
Morgan Stanley
This page
|
563,901 | $92,801,187 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
655,749 | $43,981,085 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
272,060 | $39,073,257 | |
| 6 | FUTU |
Futu Holdings Ltd
|
221,236 | $30,256,235 | |
| 7 | SCHW |
Schwab Charles Corp
|
227,203 | $21,352,537 | |
| 8 | SF |
Stifel Financial Corp
|
178,394 | $13,186,884 |
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $92,801,187 | 563,901 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $45,740,426 | 257,649 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,580,626 | 41,398 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,602,501 | 167,560 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $44,309,632 | 379,786 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,863,260 | 70,500 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,348,920 | 70,500 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $63,638,165 | 654,781 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $40,133,534 | 426,227 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $20,048,750 | 215,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,861,195 | 108,500 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $22,759,100 | 266,500 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $36,006,780 | 410,100 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $58,194,744 | 684,483 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $109,862,061 | 1,390,483 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,254,400 | 240,000 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $16,139,109 | 184,658 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $41,776,896 | 425,600 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $15,287,526 | 196,852 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $14,902,396 | 217,458 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $8,387,226 | 173,469 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $7,827,932 | 162,069 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,080,714 | 120,021 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||