Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$171,850,529
+$79,049,342 QoQ
Shares Held
822,094
+45.8% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#126
of 2,722 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Caisse de depot et placement du Quebec holds $776,532,648 across 12 Capital Markets names. MS ranks #3 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
209,998 | $212,385,677 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,119,943 | $195,607,140 | |
| 3 | MS |
Morgan Stanley
This page
|
822,094 | $171,850,529 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
231,867 | $65,312,296 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
545,107 | $47,446,113 | |
| 6 | FUTU |
Futu Holdings Ltd
|
257,994 | $24,184,357 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
132,289 | $17,743,923 | |
| 8 | LAZ |
Lazard, Inc.
|
365,995 | $15,349,830 |
All Filings in MS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $171,850,529 | 822,094 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||