RHUMBLINE ADVISERS

Position in MS — Morgan Stanley

CIK 1115418 BOSTON, MA

Back to MS Full portfolio

Position in MS

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$353,720,998

-$34,158,973 QoQ

Shares Held

2,149,365

-1.6% QoQ

Ownership

0.136%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 61.28442586531371.ToString("F0")% Shared 0.ToString("F0")% None 38.71557413468629.ToString("F0")%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

RHUMBLINE ADVISERS holds $1,489,842,846 across 47 Capital Markets names. MS ranks #2 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	501,345	$424,132,856
2	MS	Morgan Stanley This page	2,149,365	$353,720,998
3	SCHW	Schwab Charles Corp	2,890,722	$271,670,053
4	HOOD	Robinhood Markets, Inc.	1,318,086	$91,343,359
5	IBKR	Interactive Brokers Group, Inc.	766,485	$51,408,148
6	LPLA	LPL Financial Holdings Inc.	101,065	$30,403,383
7	EVR	Evercore Inc.	100,437	$29,981,448
8	SF	Stifel Financial Corp	389,919	$28,822,812

All Filings in MS

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$353,720,998	2,149,365	-1.6%	Shares	Sole	2026-05-12
2025-12-31	$387,879,971	2,184,870	-2.4%	Shares	Sole	2026-02-13
2025-09-30	$355,997,119	2,239,539	-1.1%	Shares	Sole	2025-11-06
2025-06-30	$319,015,643	2,264,771	-2.1%	Shares	Sole	2025-08-12
2025-03-31	$269,836,126	2,312,815	-2.4%	Shares	Sole	2025-05-29
2024-12-31	$298,064,016	2,370,856	-2.3%	Shares	Sole	2025-05-29
2024-09-30	$252,915,635	2,426,282	-3.6%	Shares	Sole	2024-11-12
2024-06-30	$244,530,914	2,516,009	+0.2%	Shares	Sole	2024-08-01
2024-03-31	$236,449,036	2,511,141	-0.9%	Shares	Sole	2024-05-09
2023-12-31	$236,390,801	2,535,022	-0.9%	Shares	Sole	2024-02-08
2023-09-30	$208,810,752	2,556,762	-0.4%	Shares	Sole	2023-11-09
2023-06-30	$219,115,733	2,565,758	+0.8%	Shares	Sole	2023-08-08
2023-03-31	$223,550,653	2,546,135	+0.2%	Shares	Sole	2023-05-11
2022-12-31	$216,089,127	2,541,627	+4.0%	Shares	Sole	2023-02-14
2022-09-30	$193,172,576	2,444,913	+3.1%	Shares	Sole	2022-11-10
2022-06-30	$180,391,502	2,371,700	+0.6%	Shares	Sole	2022-08-11
2022-03-31	$205,986,505	2,356,825	+1.5%	Shares	Sole	2022-05-12
2021-12-31	$227,947,053	2,322,199	-0.3%	Shares	Sole	2022-02-10
2021-09-30	$226,588,670	2,328,524	-4.8%	Shares	Sole	2021-11-12
2021-06-30	$224,373,315	2,447,086	-4.9%	Shares	Sole	2021-08-05
2021-03-31	$199,749,518	2,572,103	+0.4%	Shares	Sole	2021-05-06
2020-12-31	$175,532,947	2,561,403	+18.4%	Shares	Sole	2021-02-10
2020-09-30	$104,622,921	2,163,866	-1.4%	Shares	Sole	2020-11-12
2020-06-30	$105,969,620	2,193,988	+1.9%	Shares	Sole	2020-08-13
2020-03-31	$73,238,278	2,154,067	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.