Position in SRL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$683,366
-$538,976 QoQ
Shares Held
87,387
-38.9% QoQ
Ownership
0.590%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SRL Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $13,589,968,951 across 76 Capital Markets names. SRL ranks #45 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,816,599 | $5,766,774,576 | |
| 2 | SCHW |
Schwab Charles Corp
|
22,033,942 | $2,070,749,858 | |
| 3 | MS |
Morgan Stanley
|
6,127,396 | $1,008,385,555 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
11,420,694 | $791,454,086 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
4,981,737 | $475,307,519 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,283,665 | $386,164,935 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
4,765,572 | $319,626,906 | |
| 8 | EVR |
Evercore Inc.
|
917,801 | $273,972,767 |
All Filings in SRL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $683,366 | 87,387 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,222,342 | 142,964 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,153,368 | 192,228 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,148,695 | 198,051 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,704,746 | 210,203 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,934,831 | 209,171 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,656,824 | 207,103 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,459,763 | 205,023 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,298,031 | 211,062 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,528,708 | 250,608 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,430,983 | 252,824 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,868,302 | 256,635 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,778,307 | 265,419 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,084,113 | 270,313 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,023,641 | 273,465 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,183,172 | 272,216 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $2,664,637 | 271,348 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $2,382,817 | 268,941 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,806,401 | 247,260 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,010,103 | 247,338 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $2,299,132 | 263,662 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,290,182 | 260,643 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,162,609 | 236,784 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,783,537 | 234,676 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,780,122 | 236,404 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||