Position in SIEB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$36,436
+$20,634 QoQ
Shares Held
22,084
+168.3% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 47 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in SIEB Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $16,539,905,929 across 78 Capital Markets names. SIEB ranks #60 (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 SIEB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,436 | 22,084 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $15,802 | 8,232 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $60,134 | 17,133 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $37,960 | 13,001 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $159,472 | 36,080 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $9,845 | 3,271 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $7,353 | 2,327 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $5,887 | 2,327 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $4,048 | 2,327 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $4,909 | 2,327 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $3,909 | 2,327 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $4,654 | 2,387 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $5,770 | 2,327 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,444 | 2,327 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,164 | 2,327 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,444 | 2,328 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,609 | 2,329 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $5,639 | 2,611 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $5,488 | 2,366 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,372 | 2,798 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $117,284 | 24,384 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $220,453 | 54,433 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $46,174 | 10,994 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $11,340 | 3,511 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $27,677 | 5,470 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $21,550 | 2,985 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||