Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$170,085,605
+$29,879,207 QoQ
Shares Held
813,651
-4.5% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#130
of 2,736 holders
Holding Since
Mar 2020
26 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, 2026MACKENZIE FINANCIAL CORP holds $654,024,520 across 22 Capital Markets names. MS ranks #1 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
813,651 | $170,085,605 | |
| 2 | GS |
Goldman Sachs Group Inc
|
167,648 | $169,554,157 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,150,522 | $106,158,664 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
829,288 | $72,181,227 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
450,294 | $45,155,482 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
469,011 | $27,938,985 | |
| 7 | SF |
Stifel Financial Corp
|
355,067 | $24,773,024 | |
| 8 | PIPR |
Piper Sandler Companies
|
204,362 | $14,783,547 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,085,605 | 813,651 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $140,206,398 | 851,956 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $107,725,204 | 606,800 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $65,957,749 | 414,933 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $58,581,138 | 415,882 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $158,952,491 | 1,362,411 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $107,712,998 | 856,769 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $31,835,312 | 305,404 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $28,023,375 | 288,336 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $26,622,892 | 282,741 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $24,945,960 | 267,517 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $22,660,648 | 277,466 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $24,725,178 | 289,522 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $67,981,345 | 774,275 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $70,862,979 | 833,486 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $63,198,597 | 799,881 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $70,253,655 | 923,661 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $106,421,910 | 1,217,642 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $128,116,861 | 1,305,184 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $129,225,247 | 1,327,975 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $130,831,177 | 1,426,886 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $122,209,969 | 1,573,654 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $108,420,216 | 1,582,084 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $81,110,509 | 1,677,570 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $73,792,112 | 1,527,787 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $36,917,166 | 1,085,799 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||