Position in MS
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$95,399,911
-$4,909,686 QoQ
Shares Held
579,692
+2.6% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 65.41818758927155.ToString("F0")%
Shared 1.42058196421548.ToString("F0")%
None 33.161230446512974.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026TRUIST FINANCIAL CORP holds $475,700,341 across 28 Capital Markets names. MS ranks #3 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
177,602 | $150,249,515 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,322,295 | $124,269,283 | |
| 3 | MS |
Morgan Stanley
This page
|
579,692 | $95,399,911 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
204,248 | $61,443,925 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
185,752 | $12,458,386 | |
| 6 | MIAX |
Miami International Holdings, Inc.
|
117,767 | $4,583,491 | |
| 7 | NAKA |
Nakamoto Inc.
|
500,000 | $4,420,000 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
50,512 | $3,500,481 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $95,399,911 | 579,692 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $100,309,597 | 565,029 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $89,262,556 | 561,541 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $84,433,595 | 599,415 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $70,339,991 | 602,897 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $79,358,109 | 631,229 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $68,514,554 | 657,277 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $66,649,693 | 685,767 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $67,774,860 | 719,784 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $96,012,344 | 1,029,623 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $89,484,919 | 1,095,689 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $88,724,792 | 1,038,932 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $92,207,383 | 1,050,198 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $94,820,084 | 1,115,268 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $90,081,512 | 1,140,128 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $81,395,607 | 1,070,150 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $98,594,540 | 1,128,084 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $107,358,474 | 1,093,709 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $99,676,382 | 1,024,318 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $91,785,906 | 1,001,046 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $76,492,924 | 984,972 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $67,536,175 | 985,498 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $37,694,576 | 779,619 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $40,652,561 | 841,668 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $51,220,048 | 1,506,472 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||