Position in MS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$298,828,838
-$9,949,090 QoQ
Shares Held
1,815,816
+4.4% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.10454363217418.ToString("F0")%
Shared 0.ToString("F0")%
None 1.8954563678258147.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026PRUDENTIAL FINANCIAL INC holds $851,966,558 across 30 Capital Markets names. MS ranks #1 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,815,816 | $298,828,838 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,531,834 | $237,941,759 | |
| 3 | GS |
Goldman Sachs Group Inc
|
206,648 | $174,822,140 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
388,881 | $26,949,452 | |
| 5 | PIPR |
Piper Sandler Companies
|
252,788 | $19,350,921 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
216,024 | $14,488,728 | |
| 7 | BGC |
BGC Group, Inc.
|
1,238,371 | $12,111,268 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
68,827 | $9,884,933 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $298,828,838 | 1,815,816 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $308,777,928 | 1,739,300 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $244,786,318 | 1,539,924 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $152,346,428 | 1,081,545 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $188,190,926 | 1,613,019 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $187,392,951 | 1,490,558 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $148,552,631 | 1,425,102 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $143,069,316 | 1,472,058 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $87,885,835 | 933,367 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $146,785,197 | 1,574,104 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $114,495,458 | 1,401,928 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $114,753,174 | 1,343,714 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $158,682,871 | 1,807,322 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $151,129,765 | 1,777,579 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $141,964,614 | 1,796,793 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $188,465,953 | 2,477,859 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $206,359,788 | 2,361,096 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $288,100,088 | 2,935,005 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $155,729,765 | 1,600,347 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $321,478,342 | 3,506,144 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $180,242,878 | 2,320,923 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $204,564,443 | 2,985,035 | Shares | Defined | 2021-08-16 | |
| 2020-09-30 | $728,634 | 15,070 | Shares | Defined | 2021-08-05 | |
| 2020-06-30 | $591,916 | 12,255 | Shares | Defined | 2021-08-05 | |
| 2020-03-31 | $152,490 | 4,485 | Shares | Defined | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||