Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$125,916,079
+$40,853,963 QoQ
Shares Held
602,354
+16.5% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#154
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Jun 30, 2026CallValue
$99,294,000
CallShares
475,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026TORONTO DOMINION BANK holds $401,194,691 across 21 Capital Markets names. MS ranks #2 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
132,526 | $134,032,820 | |
| 2 | MS |
Morgan Stanley
This page
|
602,354 | $125,916,079 | |
| 3 | SCHW |
Schwab Charles Corp
|
559,050 | $51,583,542 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
111,345 | $31,363,659 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
265,994 | $26,673,877 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
217,542 | $18,934,855 | |
| 7 | WULF |
Terawulf Inc.
|
142,350 | $3,516,045 | |
| 8 | TW |
Tradeweb Markets Inc.
|
19,951 | $1,988,316 |
All Filings in MS
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,916,079 | 602,354 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $99,294,000 | 475,000 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $85,062,116 | 516,875 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $34,618,350 | 195,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $96,842,081 | 545,497 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $112,359,761 | 706,843 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $96,354,576 | 684,045 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $352,150 | 2,500 | Put | Sole | 2025-08-14 | |
| 2025-03-31 | $44,950,965 | 385,283 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $583,350 | 5,000 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $35,374,714 | 281,377 | Shares | Defined | 2025-02-19 | |
| 2024-09-30 | $36,448,556 | 349,660 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $39,764,411 | 409,141 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $53,863,378 | 572,041 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $163,718,370 | 1,755,693 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $112,263,008 | 1,374,593 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $146,668,179 | 1,717,426 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $154,674,010 | 1,761,663 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $223,792,703 | 2,632,236 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $197,578,804 | 2,500,681 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $75,382,456 | 991,092 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $112,409,857 | 1,286,154 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $135,652,602 | 1,381,954 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $104,859,210 | 1,077,579 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $99,368,851 | 1,083,748 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $99,605,315 | 1,282,582 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $77,090,284 | 1,124,913 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $48,826,681 | 1,009,859 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $46,642,101 | 965,675 | Shares | Sole | 2020-08-28 | |
| 2020-03-31 | $44,971,664 | 1,322,696 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||