MSBTNYSECommodity Contracts Brokers & DealersFiscal year ends December 31
Morgan Stanley Bitcoin Trust
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 13, 2026
$23.43+0.07 (+0.30%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
15.8%
3M of 22M shares
Institutional holders
25
25 new, 0 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MSBT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Morgan Stanley | 2,570,627 | 11.82% | $43.32M | New | 0.00% |
| Beacon Pointe Advisors, LLC | 260,472 | 1.20% | $4.39M | New | 0.02% |
| Vinva Investment Management Ltd | 158,733 | 0.73% | $33.61M | New | 0.22% |
| Apollon Wealth Management, LLC | 92,600 | 0.43% | $1.56M | New | 0.02% |
| LaSalle St. Investment Advisors, LLC | 65,000 | 0.30% | $1.10M | New | 0.13% |
| Compass Ion Advisors, LLC | 52,547 | 0.24% | $885.42K | New | 0.08% |
| Palatine Hill Wealth Management, LLC | 37,127 | 0.17% | $625.59K | New | 0.50% |
| Eagle Global Advisors LLC | 36,900 | 0.17% | $621.77K | New | 0.02% |
| Mission Wealth Management, LP | 28,287 | 0.13% | $476.64K | New | 0.01% |
| Citadel Advisors LLC | 26,272 | 0.12% | $442.68K | New | 0.00% |
| Addison Capital Co | 19,156 | 0.09% | $322.78K | New | 0.05% |
| Intesa Sanpaolo S.p.A. | 17,400 | 0.08% | $293.19K | New | 0.01% |
| Focus Partners Wealth | 14,500 | 0.07% | $244.33K | New | 0.00% |
| Atomi Financial Group, Inc. | 11,609 | 0.05% | $195.61K | New | 0.01% |
| Rothschild Investment LLC | 11,000 | 0.05% | $185.35K | New | 0.01% |
| Valeo Financial Advisors, LLC | 10,955 | 0.05% | $184.59K | New | 0.00% |
| FF Advisors,LLC | 10,506 | 0.05% | $177.03K | New | 0.07% |
| Bogart Wealth, LLC | 2,805 | 0.01% | $47.26K | New | 0.00% |
| Pittenger & Anderson Inc | 1,430 | 0.01% | $24.10K | New | 0.00% |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,000 | 0.00% | $16.85K | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 25 | 3M | 15.8% | 25 / 0 | 0 / 0 | 3M | 0M |