Position in ESI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$133,758,729
+$68,102,905 QoQ
Shares Held
2,801,230
+45.7% QoQ
Ownership
1.15%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#22
of 501 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in ESI Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026MORGAN STANLEY holds $13,203,132,833 across 55 Specialty Chemicals names. ESI ranks #14 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
7,376,780 | $3,828,106,202 | |
| 2 | SHW |
Sherwin Williams Co
|
6,642,716 | $2,287,219,965 | |
| 3 | ECL |
Ecolab Inc.
|
7,827,291 | $2,180,761,533 | |
| 4 | APD |
Air Products & Chemicals, Inc.
|
3,164,691 | $927,824,100 | |
| 5 | RPM |
Rpm International Inc/De/
|
4,196,945 | $466,490,429 | |
| 6 | LYB |
LyondellBasell Industries N.V.
|
8,648,430 | $455,339,834 | |
| 7 | ALB |
Albemarle Corp
|
2,895,892 | $391,032,291 | |
| 8 | DD |
DuPont de Nemours, Inc.
|
2,715,459 | $368,324,854 |
All Filings in ESI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,758,729 | 2,801,230 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $65,655,824 | 1,923,135 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $51,772,400 | 2,071,725 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $58,030,587 | 2,305,546 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $45,281,489 | 1,999,183 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $55,080,420 | 2,436,109 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $43,874,221 | 1,725,294 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $49,920,400 | 1,838,012 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $71,090,952 | 2,621,348 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $45,392,426 | 1,817,151 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $38,243,750 | 1,652,712 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $29,234,192 | 1,490,780 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $27,057,731 | 1,409,257 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $28,045,414 | 1,452,378 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $20,918,932 | 1,150,024 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $10,312,117 | 633,812 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,303,580 | 578,853 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $4,928,286 | 225,036 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $7,618,624 | 313,782 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,006,812 | 369,318 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,786,492 | 204,726 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $2,066,365 | 112,978 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,920,422 | 108,315 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $577,858 | 54,982 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,550,202 | 235,042 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $514,070 | 61,492 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||