Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,601,179
+$790,561 QoQ
Shares Held
22,011
-4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#774
of 2,731 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026StoneX Group Inc. holds $10,564,900 across 13 Capital Markets names. MS ranks #1 (43.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
22,011 | $4,601,179 | |
| 2 | IREN |
IREN Ltd
|
50,638 | $2,315,675 | |
| 3 | GS |
Goldman Sachs Group Inc
|
1,455 | $1,471,543 | |
| 4 | SCHW |
Schwab Charles Corp
|
10,091 | $931,096 | |
| 5 | GOLD |
Gold.com, Inc.
|
6,418 | $267,052 | |
| 6 | EVR |
Evercore Inc.
|
721 | $246,178 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
824 | $232,104 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
2,516 | $218,992 |
All Filings in MS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,601,179 | 22,011 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,810,618 | 23,155 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $5,383,064 | 30,322 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $4,652,123 | 29,266 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,110,400 | 36,280 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $4,183,319 | 35,856 | Shares | Defined | 2025-08-13 | |
| 2024-12-31 | $4,118,461 | 32,759 | Shares | Defined | 2025-08-13 | |
| 2024-09-30 | $2,781,957 | 26,688 | Shares | Defined | 2025-08-13 | |
| 2024-06-30 | $2,064,315 | 21,240 | Shares | Defined | 2025-08-13 | |
| 2024-03-31 | $1,796,761 | 19,082 | Shares | Defined | 2025-08-13 | |
| 2023-12-31 | $1,367,511 | 14,665 | Shares | Defined | 2025-08-13 | |
| 2023-09-30 | $982,571 | 12,031 | Shares | Defined | 2025-08-13 | |
| 2023-06-30 | $978,257 | 11,455 | Shares | Defined | 2025-08-13 | |
| 2023-03-31 | $965,624 | 10,998 | Shares | Defined | 2025-08-13 | |
| 2022-12-31 | $792,046 | 9,316 | Shares | Defined | 2025-08-13 | |
| 2022-09-30 | $675,061 | 8,544 | Shares | Defined | 2025-08-13 | |
| 2022-06-30 | $687,810 | 9,043 | Shares | Defined | 2025-08-13 | |
| 2022-03-31 | $919,972 | 10,526 | Shares | Defined | 2025-08-13 | |
| 2021-12-31 | $911,219 | 9,283 | Shares | Defined | 2025-08-13 | |
| 2021-09-30 | $463,779 | 4,766 | Shares | Defined | 2021-10-20 | |
| 2021-06-30 | $529,142 | 5,771 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $340,073 | 4,379 | Shares | Defined | 2021-06-30 | |
| No filing history on record for this holder in this stock. | ||||||