Position in PWP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,097,971
-$1,613,763 QoQ
Shares Held
319,422
-13.6% QoQ
Ownership
0.340%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#43
of 163 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in PWP 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. PWP ranks #44 (0.0% 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 PWP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,097,971 | 319,422 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,711,734 | 369,589 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $19,674,680 | 1,137,265 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $9,987,691 | 468,466 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $12,010,275 | 618,449 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $9,868,156 | 536,313 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $9,286,129 | 389,519 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $6,646,807 | 344,216 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $3,169,673 | 195,057 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $3,398,316 | 240,504 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $2,804,579 | 229,320 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,404,013 | 137,919 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,126,071 | 135,183 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,127,606 | 123,913 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,045,608 | 106,695 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $667,242 | 105,410 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $552,585 | 94,784 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $19,101,660 | 2,021,340 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $16,826,357 | 1,308,426 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $15,848,562 | 1,196,118 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,453,886 | 113,055 | Shares | Defined | 2021-08-23 | |
| No filing history on record for this holder in this stock. | ||||||