Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,137,753,618
+$451,788,443 QoQ
Shares Held
10,226,529
-0.2% QoQ
Ownership
0.651%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#19
of 2,723 holders
Holding Since
Mar 2020
25 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, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $2,758,928,266 across 16 Capital Markets names. MS ranks #1 (77.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
10,226,529 | $2,137,753,618 | |
| 2 | GS |
Goldman Sachs Group Inc
|
278,347 | $281,511,804 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,170,390 | $107,991,885 | |
| 4 | EVR |
Evercore Inc.
|
172,702 | $58,967,370 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
505,117 | $50,653,132 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
263,456 | $35,337,353 | |
| 7 | FUTU |
Futu Holdings Ltd
|
376,596 | $35,302,108 | |
| 8 | PWP |
Perella Weinberg Partners
|
1,128,125 | $18,004,875 |
All Filings in MS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,137,753,618 | 10,226,529 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,685,965,175 | 10,244,669 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,829,007,790 | 10,302,528 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,543,830,802 | 9,712,071 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,318,055,186 | 9,357,200 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $884,435,131 | 7,580,656 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $915,512,648 | 7,282,156 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $503,342,226 | 4,828,686 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $453,861,455 | 4,669,837 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $370,656,411 | 3,936,453 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $218,645,232 | 2,344,721 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $286,486,025 | 3,507,849 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $287,262,967 | 3,363,735 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $277,071,248 | 3,155,709 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $291,852,403 | 3,432,750 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $285,249,011 | 3,610,290 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $286,892,004 | 3,771,917 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $294,487,393 | 3,369,421 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $366,948,287 | 3,738,267 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $268,192,391 | 2,756,062 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $298,136,450 | 3,251,570 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $206,665,576 | 3,015,695 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $129,731,509 | 2,683,175 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $48,567,098 | 1,005,530 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $36,905,300 | 1,085,450 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||