Position in CM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$531,801,860
+$202,292,727 QoQ
Shares Held
4,624,364
+33.0% QoQ
Ownership
0.507%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#24
of 558 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in CM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $45,758,878,813 across 19 Banks - Diversified names. CM ranks #12 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
67,092,426 | $21,961,363,792 | |
| 2 | BAC |
Bank Of America Corp /De/
|
114,601,311 | $6,529,982,689 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
53,356,165 | $4,409,353,463 | |
| 4 | C |
Citigroup Inc
|
28,109,284 | $3,934,175,377 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
10,090,371 | $1,459,168,540 | |
| 6 | SAN |
Banco Santander, S.A.
|
88,347,118 | $1,219,190,224 | |
| 7 | RY |
Royal Bank Of Canada
|
3,985,000 | $824,775,443 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
8,077,493 | $768,088,803 |
All Filings in CM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531,801,860 | 4,624,364 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $329,509,133 | 3,477,669 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $452,030,181 | 4,988,745 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $285,717,155 | 3,576,382 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $211,834,039 | 2,990,739 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $206,739,169 | 3,672,099 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $150,302,511 | 2,377,076 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $194,927,659 | 3,177,823 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $251,817,902 | 5,296,969 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $140,192,360 | 2,764,045 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $92,638,060 | 1,924,347 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $65,952,980 | 1,708,184 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $81,536,594 | 1,910,417 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $72,966,724 | 1,720,102 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $88,579,509 | 2,189,852 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $77,607,918 | 1,773,490 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $145,012,226 | 2,987,479 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $129,901,639 | 1,067,480 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $83,380,261 | 715,342 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $107,249,012 | 963,603 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $73,798,583 | 648,152 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $113,223,256 | 1,156,874 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $40,605,085 | 475,080 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $33,446,313 | 447,622 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $31,533,089 | 470,854 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $27,785,309 | 479,305 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||