Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$227,334,762
+$48,705,547 QoQ
Shares Held
1,087,518
+0.2% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#101
of 2,718 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, 2026AVIVA PLC holds $782,238,944 across 19 Capital Markets names. MS ranks #2 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
263,877 | $266,877,281 | |
| 2 | MS |
Morgan Stanley
This page
|
1,087,518 | $227,334,762 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,426,071 | $131,583,571 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
639,942 | $64,173,383 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
353,010 | $30,725,990 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
69,319 | $19,525,775 | |
| 7 | IREN |
IREN Ltd
|
258,695 | $11,830,122 | |
| 8 | FUTU |
Futu Holdings Ltd
|
95,237 | $8,927,516 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,334,762 | 1,087,518 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $178,629,215 | 1,085,430 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $187,543,047 | 1,056,402 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $158,937,904 | 999,861 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $131,081,357 | 930,579 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $102,599,247 | 879,397 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $95,126,540 | 756,654 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $80,321,506 | 770,544 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $73,129,740 | 752,441 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $55,728,784 | 591,852 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $54,435,433 | 583,758 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $47,204,933 | 577,996 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $47,728,779 | 558,885 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $30,520,158 | 347,610 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $33,551,527 | 394,631 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $28,505,464 | 360,783 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $33,605,361 | 441,827 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $36,648,742 | 419,322 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $48,389,149 | 492,962 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $54,687,343 | 561,991 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $51,685,009 | 563,693 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $42,285,713 | 544,498 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $35,984,690 | 525,094 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $21,154,961 | 437,538 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $21,689,211 | 449,052 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $18,469,888 | 543,232 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||