Global X Funds - Global X Lithium & Battery Tech ETF
US ˙ ARCA ˙ US37954Y8553

SecurityLIT / Global X Funds - Global X Lithium & Battery Tech ETF
InstitutionMorgan Stanley
Latest Disclosed Ownership315,782 shares
Latest Disclosed Value $ 23,478,492
Morgan Stanley reports 8.51% increase in ownership of LIT / Global X Funds - Global X Lithium & Battery Tech ETF

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 315,782 shares of Global X Funds - Global X Lithium & Battery Tech ETF (US:LIT) valued at $23,478,392 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 291,026 shares of Global X Funds - Global X Lithium & Battery Tech ETF. This represents a change in shares of 8.51% during the quarter. The current value of the position is $26,797,261 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 315,782 24,756 8.51 23,478 24.38 0.0014
2026-05-27 2025-12-31 13F/A-1 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 291,026 21,985 8.17 18,876 23.41 0.0011
2026-02-13 2025-12-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 291,026 21,985 18,876 0.0011
2026-05-27 2025-09-30 13F/A-1 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 269,041 55,697 26.11 15,295 86.71 0.0009
2025-11-14 2025-09-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 269,041 55,697 15,295 0.0009
2025-08-15 2025-06-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 213,344 -179,124 -45.64 8,192 -46.20 0.0005
2025-05-15 2025-03-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 392,468 -53,653 -12.03 15,228 -16.30 0.0011
2025-05-15 2024-12-31 13F/A-1 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 446,121 -43,336 -8.85 18,193 -14.73 0.0013
2025-02-14 2024-12-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 446,121 -43,336 18,193 0.0013
2025-05-14 2024-09-30 13F/A-2 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 489,457 -253,435 -34.11 21,335 -26.00 0.0015
2025-02-14 2024-09-30 13F/A-1 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 489,457 -253,435 21,335 0.0015
2024-11-14 2024-09-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 489,457 -253,435 21,335 0.0002
2025-05-14 2024-06-30 13F/A-2 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 742,892 11,726 1.60 28,832 -12.93 0.0022
2024-10-17 2024-06-30 13F/A-1 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 742,892 11,726 28,832 0.0022
2024-08-14 2024-06-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 742,892 11,726 28,832 0.0022
2024-10-17 2024-03-31 13F/A-2 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 731,166 114,800 18.63 33,115 5.47 0.0027
2024-08-16 2024-03-31 13F/A-1 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 731,166 114,800 33,115 0.0003
2024-05-15 2024-03-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 731,166 114,800 33,115 0.0027
2024-08-16 2023-12-31 13F/A-1 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 616,366 -230,233 -27.20 31,398 -32.78 0.0028
2024-02-13 2023-12-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 616,366 -230,233 31,398 0.0028
2023-11-15 2023-09-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 846,599 -69,211 -7.56 46,707 -21.56 0.0047
2023-08-14 2023-06-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 915,810 -35,216 -3.70 59,546 -1.47 0.0059
2023-05-15 2023-03-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 951,026 -122,444 -11.41 60,438 -3.94 0.0065
2023-02-14 2022-12-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 1,073,470 -117,527 -9.87 62,916 -20.07 0.0071
2022-11-14 2022-09-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 1,190,997 -40,032 -3.25 78,713 -11.95 0.0107
2022-10-27 2022-06-30 13F/A-1 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 1,231,029 -151,556 -10.96 89,397 -16.01 0.0116
2022-08-15 2022-06-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 1,231,029 -151,556 89,397 0.0023
2022-10-27 2022-03-31 13F/A-1 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 1,382,585 21,829 1.60 106,432 -7.37 0.0144
2022-05-13 2022-03-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 1,382,585 21,829 106,432 0.0144
2022-02-14 2021-12-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 1,360,756 256,443 23.22 114,902 26.95 0.0142
2021-11-15 2021-09-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 1,104,313 46,612 4.41 90,510 18.10 0.0122
2021-08-23 2021-06-30 13F/A-1 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 1,057,701 198,053 23.04 76,641 52.51 0.0101
2021-08-16 2021-06-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 1,057,701 198,053 76,641 0.0021
2021-05-17 2021-03-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 859,648 376,900 78.07 50,254 68.20 0.0074
2021-02-16 2020-12-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 482,748 225,968 88.00 29,877 190.52 0.0046
2020-11-13 2020-09-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 256,780 102,182 66.10 10,284 110.22 0.0020
2020-08-14 2020-06-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 154,598 19,502 14.44 4,892 66.79 0.0011
2020-05-26 2020-03-31 13F/A-1 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 135,096 69,623 106.34 2,933 63.85 0.0008
2020-05-15 2020-03-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 135,096 69,623 2,933 225.3155
2020-02-14 2019-12-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 65,473 -13,580 -17.18 1,790 -7.11 0.0004
2019-11-14 2019-09-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 79,053 -29,465 -27.15 1,927 -31.96 0.0005
2019-08-14 2019-06-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 108,518 -63,991 -37.09 2,832 -41.99 0.0008
2019-05-15 2019-03-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 172,509 -88,730 -33.97 4,882 -30.74 0.0014
2019-02-14 2018-12-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 261,239 -37,445 -12.54 7,049 -28.39 0.0021
2019-04-23 2018-09-30 13F/A-2 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 298,684 -34,877 -10.46 9,843 -9.26 0.0025
2018-11-20 2018-09-30 13F/A-1 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 298,684 0 9,843 0.0025
2018-11-14 2018-09-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 298,684 -34,877 9,843
2019-04-23 2018-06-30 13F/A-1 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 333,561 -2,382 -0.71 10,847 -2.09 0.0029
2018-08-14 2018-06-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 333,561 -2,382 10,847
2019-04-23 2018-03-31 13F/A-1 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 335,943 -84,861 -20.17 11,079 -32.08 0.0031
2018-05-14 2018-03-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 335,943 -84,861 11,079
2019-04-23 2017-12-31 13F/A-1 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 420,804 154,063 57.76 16,311 63.45 0.0045
2018-02-14 2017-12-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 420,804 154,063 16,311
2017-11-14 2017-09-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 266,741 160,390 150.81 9,979 223.26 0.0030
2017-08-11 2017-06-30 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 106,351 72,565 214.78 3,087 225.29 0.0009
2017-05-22 2017-03-31 13F/A-1 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 33,786 8,200 32.05 949 51.84 0.0003
2017-05-12 2017-03-31 13F GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 33,786 949
2017-02-22 2016-12-31 13F/A-1 GLOBAL X FDS GLOBAL X LITHIUM 37954Y855 25,586 -19,719 -43.52 625 -44.10 0.0002
2017-02-13 2016-12-31 13F GLOBAL X FDS GLOBAL X LITHIUM 37954Y855 25,586 625
2016-11-10 2016-09-30 13F GLOBAL X FDS GLOBAL X LITHIUM 37954Y855 45,305 7,450 19.68 1,118 18.18 0.0004
2016-08-12 2016-06-30 13F GLOBAL X FDS GLOBAL X LITHIUM 37954Y855 37,855 32,469 602.84 946 722.61 0.0003
2016-05-12 2016-03-31 13F GLOBAL X FDS GLOBAL X LITHIUM 37954Y855 5,386 1,785 49.57 115 59.72 0.0000
2016-02-09 2015-12-31 13F GLOBAL X FDS GLOBAL X LITHIUM 37954Y855 3,601 3,601 72 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.