Position in PIPR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$44,945,201
-$10,223,232 QoQ
Shares Held
621,305
-13.8% QoQ
Ownership
0.879%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 415 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in PIPR 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. PIPR ranks #33 (0.3% 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 PIPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,945,201 | 621,305 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $55,168,433 | 720,685 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $69,509,077 | 204,613 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $60,650,376 | 174,790 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $48,721,766 | 175,296 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $39,774,192 | 160,600 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $52,977,464 | 176,621 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $53,012,581 | 186,789 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $40,379,640 | 175,434 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $32,302,058 | 162,739 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $35,969,881 | 205,695 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $16,950,698 | 116,652 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $14,724,648 | 113,915 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $14,695,426 | 106,020 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $13,502,132 | 103,711 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $10,491,802 | 100,170 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,680,219 | 111,858 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $14,103,991 | 107,459 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $10,819,309 | 60,609 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,341,104 | 60,242 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,762,509 | 52,196 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $4,257,268 | 38,826 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,996,567 | 49,520 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,778,818 | 38,066 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,640,131 | 44,627 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,232,056 | 44,138 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||