Position in OPY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,284,756
+$3,423,106 QoQ
Shares Held
106,924
+21.3% QoQ
Ownership
0.999%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 120 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in OPY Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $16,538,629,974 across 78 Capital Markets names. OPY ranks #38 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,030,974 | $7,110,916,164 | |
| 2 | SCHW |
Schwab Charles Corp
|
22,793,553 | $2,103,161,122 | |
| 3 | MS |
Morgan Stanley
|
6,085,858 | $1,272,187,752 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
10,105,436 | $1,013,373,115 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
8,315,961 | $520,828,628 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
5,146,242 | $447,928,898 | |
| 7 | HUT |
Hut 8 Corp.
|
3,320,981 | $383,390,646 | |
| 8 | IREN |
IREN Ltd
|
7,257,285 | $331,875,639 |
All Filings in OPY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,284,756 | 106,924 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,861,650 | 88,145 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,131,852 | 84,823 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $6,398,386 | 86,570 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $5,911,865 | 89,887 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $3,909,339 | 65,560 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,216,219 | 81,389 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $4,303,578 | 84,120 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $2,607,690 | 54,429 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,410,650 | 35,337 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,269,101 | 30,714 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,227,219 | 32,034 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,464,156 | 36,440 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,139,222 | 29,099 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,074,587 | 25,386 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,221,568 | 39,431 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,727,790 | 52,294 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $1,029,008 | 23,612 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $1,327,432 | 28,627 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,242,393 | 27,432 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,912,056 | 96,618 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $909,413 | 22,707 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $295,912 | 9,415 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $163,382 | 7,320 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $99,514 | 4,567 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $33,729 | 1,707 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||