MORGAN STANLEY
Position in EDU — New Oriental Education & Technology Group Inc.
CIK 895421
NEW YORK, NY
Position in EDU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$65,822,128
-$55,347,946 QoQ
Shares Held
1,433,721
-33.0% QoQ
Ownership
0.860%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 169 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in EDU Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026MORGAN STANLEY holds $663,420,534 across 36 Education & Training Services names. EDU ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAL |
TAL Education Group
|
13,396,879 | $128,208,127 | |
| 2 | LRN |
Stride, Inc.
|
1,296,291 | $111,792,133 | |
| 3 | EDU |
New Oriental Education & Technology Group Inc.
This page
|
1,433,721 | $65,822,128 | |
| 4 | XXI |
Twenty One Capital, Inc.
|
12,382,776 | $61,294,737 | |
| 5 | CVSA |
Covista Inc.
|
472,980 | $58,961,683 | |
| 6 | LAUR |
Laureate Education, Inc.
|
1,448,211 | $52,599,020 | |
| 7 | STRA |
Strategic Education, Inc.
|
591,719 | $45,337,507 | |
| 8 | UTI |
Universal Technical Institute Inc
|
797,071 | $34,090,724 |
All Filings in EDU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,822,128 | 1,433,721 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $121,170,074 | 2,139,680 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $176,127,804 | 3,200,578 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $204,746,498 | 3,858,046 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $246,869,261 | 4,575,890 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $267,860,158 | 5,602,597 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $343,962,310 | 5,359,338 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $502,396,919 | 6,624,432 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $502,639,410 | 6,466,479 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $442,921,082 | 5,101,602 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $337,877,003 | 4,610,767 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $111,162,442 | 1,898,590 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $71,550,902 | 1,811,874 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $65,055,916 | 1,684,950 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $54,044,258 | 1,552,104 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $130,271,241 | 5,434,762 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $101,499,462 | 4,985,239 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $11,462,831 | 99,676,820 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $21,255,434 | 101,216,366 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,216,511 | 54,714,708 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $15,123,768 | 18,466,147 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $17,644,088 | 12,602,921 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $31,662,018 | 1,704,000 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $21,413,538 | 1,432,344 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $25,348,197 | 1,946,418 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $21,344,619 | 1,971,972 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||