Comparable stake leader
MORGAN STANLEY
SEC ownership of Morgan Stanley Bitcoin Trust
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002103612.
Disclosed value leader
MORGAN STANLEY
Comparable rows
0/25
Latest evidence
30 Jun 2026
- Public ticker
- MSBT on NYSE
- Parsed ownership sources
-
13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
MORGAN STANLEY
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0002103612
- Issuer location
- New York, NY
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Morgan Stanley Bitcoin Trust (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
0/25
Latest evidence
30 Jun 2026
13F
Highest disclosed value: $43,315,070
25 rows are not safely comparable across share classes.
Showing 1-8 of 25 holder rows.
Quick read
MORGAN STANLEY has the largest disclosed position value at $43.32M.
0 of 25 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens MORGAN STANLEY's linked filing trail.
Disclosed position value
Top 5
MORGAN STANLEY
$43.32M
Vinva Investment Management Ltd
$33.61M
Beacon Pointe Advisors, LLC
$4.39M
Apollon Wealth Management, LLC
$1.56M
LaSalle St. Investment Advisors, LLC
$1.1M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-8 of 25 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$43,315,070
2,570,627 shares
|
— | 30 Jun 2026 |
| Vinva Investment Management Ltd |
13F
Company
|
—
class O/S missing
|
$33,606,951
158,733 shares
|
— | 30 Jun 2026 |
| Beacon Pointe Advisors, LLC |
13F
Company
|
—
class O/S missing
|
$4,388,954
260,472 shares
|
— | 30 Jun 2026 |
| Apollon Wealth Management, LLC |
13F
Company
|
—
class O/S missing
|
$1,560,310
92,600 shares
|
— | 30 Jun 2026 |
| LaSalle St. Investment Advisors, LLC |
13F
Company
|
—
class O/S missing
|
$1,095,250
65,000 shares
|
— | 30 Jun 2026 |
| Compass Ion Advisors, LLC |
13F
Company
|
—
class O/S missing
|
$885,417
52,547 shares
|
— | 30 Jun 2026 |
| Palatine Hill Wealth Management, LLC |
13F
Company
|
—
class O/S missing
|
$625,590
37,127 shares
|
— | 30 Jun 2026 |
| EAGLE GLOBAL ADVISORS LLC |
13F
Company
|
—
class O/S missing
|
$621,765
36,900 shares
|
— | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 26 Aug 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Recent insider transactions for Morgan Stanley Bitcoin Trust
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* marks a reported price that did not pass the local price check.