Position in MBLY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$37,168,825
+$9,581,155 QoQ
Shares Held
3,839,755
-4.4% QoQ
Ownership
1.52%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 293 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in MBLY Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026MORGAN STANLEY holds $6,668,995,940 across 53 Auto Parts names. MBLY ranks #23 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AUR |
Aurora Innovation, Inc.
|
213,915,089 | $1,458,900,902 | |
| 2 | ORLY |
O Reilly Automotive Inc
|
15,461,213 | $1,423,823,095 | |
| 3 | AZO |
Autozone Inc
|
398,036 | $1,272,099,127 | |
| 4 | GPC |
Genuine Parts Co
|
2,145,716 | $253,151,566 | |
| 5 | MGA |
Magna International Inc
|
3,535,498 | $232,140,794 | |
| 6 | LKQ |
Lkq Corp
|
8,071,653 | $212,526,616 | |
| 7 | MOD |
Modine Manufacturing Co
|
776,527 | $207,348,236 | |
| 8 | DORM |
Dorman Products, Inc.
|
1,445,466 | $197,233,828 |
All Filings in MBLY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,168,825 | 3,839,755 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $27,587,670 | 4,015,673 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $22,045,017 | 2,111,592 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $41,023,651 | 2,905,358 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $9,544,607 | 530,846 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $19,327,504 | 1,342,188 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $11,707,160 | 587,709 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $5,160,608 | 376,687 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $8,783,008 | 312,674 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $24,902,775 | 774,581 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $15,686,515 | 362,108 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $19,443,860 | 467,963 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $254,318,074 | 6,619,419 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $37,838,184 | 874,467 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,457,563 | 70,096 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||