Position in IOT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$400,455,656
+$133,720,488 QoQ
Shares Held
12,348,309
+46.7% QoQ
Ownership
2.12%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#7
of 542 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 74%
Shared 13%
None 14%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MORGAN STANLEY holds $86,962,413,774 across 153 Software - Infrastructure names. IOT ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
127,674,661 | $47,625,202,034 | |
| 2 | PANW |
Palo Alto Networks Inc
|
29,450,112 | $10,043,077,185 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
25,978,188 | $4,956,248,589 | |
| 4 | ORCL |
Oracle Corp
|
30,551,196 | $4,477,277,765 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
34,021,287 | $3,969,263,546 | |
| 6 | NET |
Cloudflare, Inc.
|
15,258,327 | $3,742,562,438 | |
| 7 | SNPS |
Synopsys Inc
|
3,768,607 | $1,681,062,510 | |
| 8 | FTNT |
Fortinet, Inc.
|
8,561,672 | $1,315,244,043 |
All Filings in IOT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,455,656 | 12,348,309 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $266,735,168 | 8,417,014 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $675,973,428 | 19,068,362 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $814,257,021 | 21,859,249 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $676,147,059 | 16,997,161 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $482,893,716 | 12,598,323 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $971,103,916 | 22,227,144 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $763,015,401 | 15,856,513 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $502,044,565 | 14,897,465 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $551,277,568 | 14,587,922 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $542,371,320 | 16,248,392 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $414,986,343 | 16,461,180 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $567,970,924 | 20,496,966 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $377,576,687 | 19,146,891 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $91,073,475 | 7,326,909 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $84,567,738 | 7,006,441 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $44,847,514 | 4,014,997 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $40,329,947 | 2,517,475 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $49,527,203 | 1,761,907 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||