Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$85,062,116
-$11,779,965 QoQ
Shares Held
516,875
-5.2% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.35119709794438.ToString("F0")%
Shared 2.6488029020556225.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Dec 31, 2025CallValue
$34,618,350
CallShares
195,000
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 Mar 31, 2026TORONTO DOMINION BANK holds $400,213,873 across 18 Capital Markets names. MS ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
121,601 | $102,873,227 | |
| 2 | MS |
Morgan Stanley
This page
|
516,875 | $85,062,116 | |
| 3 | SCHW |
Schwab Charles Corp
|
673,095 | $63,257,467 | |
| 4 | IREN |
IREN Ltd
|
1,447,500 | $49,620,300 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
450,000 | $42,934,500 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
319,311 | $22,128,251 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
272,224 | $18,258,063 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
276,426 | $3,416,624 |
All Filings in MS
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||