Position in LU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$595,644
-$298,052 QoQ
Shares Held
451,248
-5.6% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 75 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in LU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $33,711,043,823 across 50 Credit Services names. LU ranks #37 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
45,960,354 | $15,768,537,842 | |
| 2 | MA |
Mastercard Inc
|
15,001,503 | $7,704,771,929 | |
| 3 | AXP |
American Express Co
|
13,121,109 | $4,438,215,113 | |
| 4 | AFRM |
Affirm Holdings, Inc.
|
23,000,269 | $1,875,671,929 | |
| 5 | COF |
Capital One Financial Corp
|
8,768,807 | $1,759,198,050 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
10,324,704 | $445,820,708 | |
| 7 | SYF |
Synchrony Financial
|
4,633,326 | $352,364,433 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
19,521,442 | $350,019,448 |
All Filings in LU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,644 | 451,248 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $893,696 | 477,914 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,668,091 | 651,599 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,288,189 | 317,289 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,461,711 | 523,912 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $7,280,753 | 2,451,433 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,352,715 | 565,991 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $3,069,034 | 879,380 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $3,191,210 | 1,346,503 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $26,310,675 | 6,234,758 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $5,177,722 | 1,686,556 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $5,017,703 | 4,733,685 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $3,096,383 | 2,165,306 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,735,206 | 3,301,573 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $6,354,681 | 3,275,611 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,147,784 | 1,632,987 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $13,294,788 | 2,215,798 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $8,867,065 | 1,591,933 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $7,765,214 | 1,379,257 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $15,757,718 | 2,257,553 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $13,893,913 | 1,229,550 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $1,055,153 | 72,669 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $928,750 | 65,405 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||