Position in BLD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$195,863,284
+$195,863,284 QoQ
Shares Held
552,459
-2.9% QoQ
Ownership
1.96%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#11
of 435 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in BLD 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. BLD ranks #7 (3.2% 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
This page
|
552,459 | $195,863,284 | |
| 8 | DY |
Dycom Industries Inc
|
340,447 | $172,126,593 |
All Filings in BLD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $195,863,284 | 552,459 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | — | 568,816 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | — | 462,840 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | — | 297,714 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | — | 222,447 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | — | 173,588 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | — | 230,909 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | — | 239,085 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | — | 208,734 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | — | 207,924 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | — | 182,574 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | — | 211,457 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | — | 160,048 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | — | 187,243 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | — | 206,701 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | — | 358,215 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | — | 199,681 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | — | 99,943 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | — | 88,023 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | — | 80,564 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | — | 132,833 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | — | 97,802 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | — | 146,775 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | — | 44,671 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | — | 116,036 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | — | 121,410 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||