MORGAN STANLEY

Position in IPGP — Ipg Photonics Corp

CIK 895421 NEW YORK, NY

Back to IPGP Full portfolio

Position in IPGP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$50,640,937

-$17,274,947 QoQ

Shares Held

431,648

-27.2% QoQ

Ownership

1.01%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#17

of 359 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Common Shares in IPGP Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

MORGAN STANLEY holds $29,892,744,265 across 29 Semiconductor Equipment & Materials names. IPGP ranks #18 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	13,523,832	$9,777,730,536
2	LRCX	Lam Research Corp	19,217,787	$8,327,643,631
3	KLAC	Kla Corp	17,114,793	$5,163,704,186
4	ASML	Asml Holding NV	1,788,291	$3,557,697,459
5	TER	Teradyne, Inc	1,914,643	$926,380,861
6	Q	Qnity Electronics, Inc.	3,367,542	$549,953,279
7	ENTG	Entegris Inc	1,527,094	$274,663,118
8	ONTO	Onto Innovation Inc.	488,517	$184,879,251

All Filings in IPGP

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$50,640,937	431,648	-27.2%	Shares	Defined	2026-08-13
2026-03-31	$67,915,884	592,686	-20.5%	Shares	Defined	2026-05-15
2025-12-31	$53,359,608	745,246	+14.5%	Shares	Defined	2026-05-27
2025-09-30	$51,560,048	651,093	+69.6%	Shares	Defined	2026-05-27
2025-06-30	$26,356,447	383,925	-12.0%	Shares	Defined	2025-08-15
2025-03-31	$27,550,944	436,347	+4.3%	Shares	Defined	2025-05-15
2024-12-31	$30,413,388	418,226	+149.3%	Shares	Defined	2025-05-15
2024-09-30	$12,468,811	167,772	-5.6%	Shares	Defined	2025-05-14
2024-06-30	$14,998,292	177,726	-17.0%	Shares	Defined	2025-05-14
2024-03-31	$19,413,912	214,069	-28.5%	Shares	Defined	2024-10-17
2023-12-31	$32,509,136	299,513	+65.1%	Shares	Defined	2024-08-16
2023-09-30	$18,419,350	181,400	-9.5%	Shares	Defined	2023-11-15
2023-06-30	$27,229,731	200,484	-18.1%	Shares	Defined	2023-08-14
2023-03-31	$30,174,814	244,707	-28.9%	Shares	Defined	2023-05-15
2022-12-31	$32,571,018	344,048	-2.3%	Shares	Defined	2023-02-14
2022-09-30	$29,706,379	352,180	-37.4%	Shares	Defined	2022-11-14
2022-06-30	$52,950,380	562,524	+70.0%	Shares	Defined	2022-10-27
2022-03-31	$36,315,410	330,862	+32.1%	Shares	Defined	2022-05-13
2021-12-31	$43,123,994	250,517	-9.6%	Shares	Defined	2022-02-14
2021-09-30	$43,880,282	277,022	-26.4%	Shares	Defined	2021-11-15
2021-06-30	$79,355,744	376,504	+150.4%	Shares	Defined	2021-08-23
2021-03-31	$31,712,084	150,337	+33.4%	Shares	Defined	2021-05-17
2020-12-31	$25,228,067	112,731	+129.9%	Shares	Defined	2021-02-16
2020-09-30	$8,335,327	49,040	-3.4%	Shares	Defined	2020-11-13
2020-06-30	$8,142,037	50,764	-10.8%	Shares	Defined	2020-08-14
2020-03-31	$6,273,165	56,884	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.