Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$161,403,127
-$43,841,498 QoQ
Shares Held
772,116
-38.1% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#137
of 2,723 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 61%
None 39%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NATIONAL BANK OF CANADA /FI/ holds $842,063,029 across 24 Capital Markets names. MS ranks #2 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
338,807 | $342,659,232 | |
| 2 | MS |
Morgan Stanley
This page
|
772,116 | $161,403,127 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,282,028 | $118,292,720 | |
| 4 | IREN |
IREN Ltd
|
2,200,000 | $100,606,000 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
749,291 | $75,138,900 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
195,125 | $16,983,679 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
265,000 | $7,255,700 | |
| 8 | SF |
Stifel Financial Corp
|
87,522 | $6,106,409 |
All Filings in MS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $161,403,127 | 772,116 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $205,244,625 | 1,247,157 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $140,455,165 | 791,163 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $51,336,765 | 322,954 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $171,162,646 | 1,215,126 | Shares | Defined | 2025-08-18 | |
| 2025-03-31 | $136,728,838 | 1,171,928 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $65,560,212 | 521,478 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $114,890,824 | 1,102,176 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $227,994,132 | 2,345,860 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $57,753,221 | 613,352 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $73,167,306 | 784,636 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $70,878,858 | 867,869 | Shares | Defined | 2023-10-10 | |
| 2023-06-30 | $47,257,113 | 553,362 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $41,405,599 | 471,590 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $30,241,952 | 355,704 | Shares | Defined | 2023-01-24 | |
| 2022-09-30 | $52,450,946 | 663,852 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $8,696,928 | 114,343 | Shares | Defined | 2022-07-28 | |
| 2022-03-31 | $30,959,526 | 354,228 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $24,314,819 | 247,706 | Shares | Defined | 2022-01-24 | |
| No filing history on record for this holder in this stock. | ||||||