Position in ACM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$114,362,337
-$28,090,216 QoQ
Shares Held
1,638,429
-2.4% QoQ
Ownership
1.27%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#20
of 568 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in ACM Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026MORGAN STANLEY holds $6,125,258,656 across 42 Engineering & Construction names. ACM ranks #15 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
2,311,374 | $1,664,281,724 | |
| 2 | FIX |
Comfort Systems USA Inc
|
430,085 | $852,406,958 | |
| 3 | EME |
EMCOR Group, Inc.
|
560,165 | $464,869,721 | |
| 4 | STRL |
Sterling Infrastructure, Inc.
|
514,000 | $431,431,035 | |
| 5 | J |
Jacobs Solutions Inc.
|
3,176,879 | $400,286,754 | |
| 6 | MTZ |
Mastec Inc
|
653,503 | $271,896,451 | |
| 7 | BLD |
QXO Insulation, LLC
|
552,459 | $195,863,284 | |
| 8 | DY |
Dycom Industries Inc
|
340,447 | $172,126,593 |
All Filings in ACM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,362,337 | 1,638,429 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $142,452,553 | 1,679,469 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $147,026,404 | 1,542,289 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $188,855,320 | 1,447,500 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $171,277,684 | 1,517,612 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $137,649,705 | 1,484,414 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $170,980,893 | 1,600,645 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $140,996,178 | 1,365,316 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $150,079,234 | 1,702,737 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $141,649,976 | 1,444,229 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $119,597,204 | 1,293,922 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $78,262,538 | 942,468 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $82,676,574 | 976,226 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $79,328,841 | 940,807 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $91,304,841 | 1,075,060 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $47,386,422 | 693,088 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $42,104,657 | 645,579 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $30,967,331 | 403,168 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $37,804,191 | 488,742 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $32,580,914 | 515,929 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $38,175,434 | 602,897 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $33,115,698 | 516,545 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $8,482,160 | 170,393 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,279,375 | 78,379 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,963,665 | 52,253 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,698,660 | 190,910 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||