OREGON PUBLIC EMPLOYEES RETIREMENT FUND
PensionPosition in MS — Morgan Stanley
CIK 1107314
TIGARD, OR
Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$30,812,496
+$8,128,003 QoQ
Shares Held
147,400
+6.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#357
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, 2026OREGON PUBLIC EMPLOYEES RETIREMENT FUND holds $120,669,339 across 19 Capital Markets names. MS ranks #2 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
36,274 | $36,686,435 | |
| 2 | MS |
Morgan Stanley
This page
|
147,400 | $30,812,496 | |
| 3 | SCHW |
Schwab Charles Corp
|
201,018 | $18,547,930 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
97,336 | $9,760,854 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
54,833 | $4,772,664 | |
| 6 | SNEX |
StoneX Group Inc.
|
23,980 | $2,841,689 | |
| 7 | EVR |
Evercore Inc.
|
7,971 | $2,721,618 | |
| 8 | SF |
Stifel Financial Corp
|
31,716 | $2,212,825 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,812,496 | 147,400 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $22,684,493 | 137,841 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $24,559,677 | 138,341 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $22,054,269 | 138,741 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $15,048,778 | 106,835 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $12,406,104 | 106,335 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $13,373,465 | 106,375 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $11,115,319 | 106,632 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $10,439,372 | 107,412 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $10,083,782 | 107,092 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $9,194,263 | 98,598 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $8,058,542 | 98,672 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $8,663,317 | 101,444 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $8,891,945 | 101,275 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $8,649,424 | 101,734 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $8,085,883 | 102,340 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $8,398,240 | 110,416 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $29,111,978 | 333,089 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $32,434,910 | 330,429 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $43,040,699 | 442,305 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $41,371,261 | 451,208 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $26,447,423 | 340,554 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $22,679,386 | 330,941 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $17,948,922 | 371,229 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $18,966,444 | 392,680 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $10,852,596 | 319,194 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||