Position in SF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$159,834,199
+$13,869,710 QoQ
Shares Held
2,290,873
+16.0% QoQ
Ownership
0.609%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#15
of 591 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in SF 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. SF ranks #16 (1.0% 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 SF
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,834,199 | 2,290,873 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $145,964,489 | 1,974,628 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $175,959,511 | 1,405,203 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $159,544,330 | 1,406,048 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $158,670,349 | 1,528,910 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $189,381,058 | 2,009,135 | Shares | Defined | 2025-05-15 | |
| 2024-03-31 | $199,800,430 | 2,555,975 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $176,691,174 | 2,555,187 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $186,487,165 | 3,035,273 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $149,458,603 | 2,504,753 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $190,359,802 | 3,221,526 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $182,122,875 | 3,120,148 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $31,008,101 | 597,343 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $13,660,923 | 193,992 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,046,998 | 206,695 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $8,432,605 | 131,636 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $12,741,550 | 252,508 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,839,497 | 56,161 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $10,766,750 | 227,003 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,874,019 | 118,072 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||