Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$593,009,270
+$95,684,327 QoQ
Shares Held
2,836,822
-6.1% QoQ
Ownership
0.181%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#50
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, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,624,731,102 across 28 Capital Markets names. MS ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
2,684,964 | $756,300,657 | |
| 2 | MS |
Morgan Stanley
This page
|
2,836,822 | $593,009,270 | |
| 3 | GS |
Goldman Sachs Group Inc
|
341,329 | $345,209,910 | |
| 4 | SCHW |
Schwab Charles Corp
|
2,741,997 | $253,004,061 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
864,507 | $86,692,761 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
2,669,062 | $73,078,916 | |
| 7 | SF |
Stifel Financial Corp
|
1,023,213 | $71,389,570 | |
| 8 | SNEX |
StoneX Group Inc.
|
677,814 | $53,547,305 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $593,009,270 | 2,836,822 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $497,324,943 | 3,021,966 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $559,100,375 | 3,149,329 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $579,858,579 | 3,647,827 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $566,405,242 | 4,021,051 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $474,761,380 | 4,069,267 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $532,698,896 | 4,237,185 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $491,158,551 | 4,711,805 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $454,429,823 | 4,675,685 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $439,641,419 | 4,669,089 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $463,783,070 | 4,973,545 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $420,794,791 | 5,152,379 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $451,802,379 | 5,290,426 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $468,340,212 | 5,334,171 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $448,238,616 | 5,272,155 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $419,558,190 | 5,310,191 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $369,554,242 | 4,858,720 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $428,556,372 | 4,903,391 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $346,544,063 | 3,530,400 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $362,030,663 | 3,720,385 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $342,489,747 | 3,735,301 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $309,864,098 | 3,990,009 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $282,150,550 | 4,117,183 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $181,553,814 | 3,754,991 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $185,505,036 | 3,840,684 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $122,170,160 | 3,593,240 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||