WHITTIER TRUST CO

Bank

Position in MS — Morgan Stanley

CIK 1137881 SOUTH PASADENA, CA

Position in MS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,587,591

+$1,521,159 QoQ

Shares Held

21,946

+17.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#773

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WHITTIER TRUST CO holds $160,223,345 across 20 Capital Markets names. MS ranks #5 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	88,836	$89,846,064
2	SCHW	Schwab Charles Corp	383,423	$35,378,439
3	LPLA	LPL Financial Holdings Inc.	40,238	$11,334,239
4	HLI	Houlihan Lokey, Inc.	77,994	$10,461,334
5	MS	Morgan Stanley This page	21,946	$4,587,591
6	EVR	Evercore Inc.	11,906	$4,065,183
7	FIGR	Figure Technology Solutions, Inc.	71,239	$2,187,749
8	HOOD	Robinhood Markets, Inc.	13,632	$1,367,016

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,587,591	21,946	+17.8%	Shares	Sole	2026-07-28
2026-03-31	$3,066,432	18,633	+7.2%	Shares	Sole	2026-04-28
2025-12-31	$3,086,181	17,384	-1.1%	Shares	Sole	2026-01-26
2025-09-30	$2,793,880	17,576	-4.0%	Shares	Sole	2025-10-31
2025-06-30	$2,578,442	18,305	+4.3%	Shares	Sole	2025-07-30
2025-03-31	$2,047,558	17,550	-0.2%	Shares	Sole	2025-05-02
2024-12-31	$2,210,031	17,579	+2.5%	Shares	Sole	2025-02-11
2024-09-30	$1,786,986	17,143	-1.2%	Shares	Sole	2024-10-21
2024-06-30	$1,686,538	17,353	+0.7%	Shares	Sole	2024-07-29
2024-03-31	$1,622,282	17,229	+32.1%	Shares	Sole	2024-05-02
2023-12-31	$1,216,446	13,045	-5.4%	Shares	Sole	2024-01-11
2023-09-30	$1,125,657	13,783	-0.9%	Shares	Sole	2023-10-27
2023-06-30	$1,188,084	13,912	+2.3%	Shares	Sole	2023-07-24
2023-03-31	$1,193,465	13,593	0.0%	Shares	Sole	2023-04-21
2022-12-31	$1,155,676	13,593	+6.6%	Shares	Sole	2023-01-25
2022-09-30	$1,007,693	12,754	+4.8%	Shares	Sole	2022-10-21
2022-06-30	$925,954	12,174	+6.0%	Shares	Sole	2022-07-28
2022-03-31	$1,004,226	11,490	+2.3%	Shares	Sole	2022-04-29
2021-12-31	$1,102,336	11,230	-8.2%	Shares	Sole	2022-01-19
2021-09-30	$1,190,101	12,230	+10.3%	Shares	Sole	2021-11-01
2021-06-30	$1,016,200	11,083	+14.6%	Shares	Sole	2021-07-29
2021-03-31	$751,282	9,674	-1.1%	Shares	Sole	2021-04-26
2020-12-31	$670,634	9,786	+0.3%	Shares	Sole	2021-01-29
2020-09-30	$471,508	9,752	+1.4%	Shares	Sole	2020-10-30
2020-06-30	$464,549	9,618	+5.9%	Shares	Sole	2020-07-10
2020-03-31	$308,890	9,085	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.