Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$433,410,575
+$82,629,786 QoQ
Shares Held
2,073,338
-2.7% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#63
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TD Asset Management Inc holds $1,606,707,582 across 18 Capital Markets names. MS ranks #1 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,073,338 | $433,410,575 | |
| 2 | GS |
Goldman Sachs Group Inc
|
315,620 | $319,208,599 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
3,651,927 | $317,863,726 | |
| 4 | EVR |
Evercore Inc.
|
609,109 | $207,974,176 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
461,374 | $129,959,828 | |
| 6 | SCHW |
Schwab Charles Corp
|
695,595 | $64,182,550 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
576,563 | $57,817,737 | |
| 8 | TW |
Tradeweb Markets Inc.
|
396,224 | $39,487,683 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,410,575 | 2,073,338 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $350,780,789 | 2,131,499 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $97,270,639 | 547,911 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $86,782,781 | 545,941 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $79,630,974 | 565,320 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $68,406,186 | 586,322 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $73,335,743 | 583,326 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $61,424,774 | 589,263 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $58,034,383 | 597,123 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $60,035,379 | 637,589 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $234,409,797 | 2,513,778 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $256,133,126 | 3,136,196 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $238,026,537 | 2,787,196 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $322,637,957 | 3,674,692 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $252,109,124 | 2,965,292 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $238,185,679 | 3,014,627 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $257,875,724 | 3,390,425 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $304,810,033 | 3,487,529 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $450,357,097 | 4,587,990 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $464,192,929 | 4,770,249 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $460,786,810 | 5,025,486 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $412,060,542 | 5,305,956 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $354,075,801 | 5,166,727 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $156,420,517 | 3,235,171 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $182,467,884 | 3,777,803 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $120,350,514 | 3,539,721 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||