Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$437,645,934
+$83,924,936 QoQ
Shares Held
2,093,599
-2.6% QoQ
Ownership
0.133%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#62
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026RHUMBLINE ADVISERS holds $1,749,944,472 across 49 Capital Markets names. MS ranks #2 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
485,235 | $490,752,121 | |
| 2 | MS |
Morgan Stanley
This page
|
2,093,599 | $437,645,934 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,784,184 | $256,896,657 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,403,952 | $140,788,306 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
761,578 | $66,287,749 | |
| 6 | EVR |
Evercore Inc.
|
99,799 | $34,075,370 | |
| 7 | SF |
Stifel Financial Corp
|
389,273 | $27,159,577 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
92,497 | $26,054,554 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,645,934 | 2,093,599 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $353,720,998 | 2,149,365 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $387,879,971 | 2,184,870 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $355,997,119 | 2,239,539 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $319,015,643 | 2,264,771 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $269,836,126 | 2,312,815 | Shares | Sole | 2025-05-29 | |
| 2024-12-31 | $298,064,016 | 2,370,856 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $252,915,635 | 2,426,282 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $244,530,914 | 2,516,009 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $236,449,036 | 2,511,141 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $236,390,801 | 2,535,022 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $208,810,752 | 2,556,762 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $219,115,733 | 2,565,758 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $223,550,653 | 2,546,135 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $216,089,127 | 2,541,627 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $193,172,576 | 2,444,913 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $180,391,502 | 2,371,700 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $205,986,505 | 2,356,825 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $227,947,053 | 2,322,199 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $226,588,670 | 2,328,524 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $224,373,315 | 2,447,086 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $199,749,518 | 2,572,103 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $175,532,947 | 2,561,403 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $104,622,921 | 2,163,866 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $105,969,620 | 2,193,988 | 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. | ||||||