Position in MS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$21,923,027
-$2,607,535 QoQ
Shares Held
133,214
-3.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4.735988709895357.ToString("F0")%
Shared 0.ToString("F0")%
None 95.26401129010465.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $166,804,784 across 41 Capital Markets names. MS ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
92,888 | $78,582,319 | |
| 2 | SCHW |
Schwab Charles Corp
|
505,833 | $47,538,185 | |
| 3 | MS |
Morgan Stanley
This page
|
133,214 | $21,923,027 | |
| 4 | TW |
Tradeweb Markets Inc.
|
43,363 | $5,102,090 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
14,676 | $4,414,981 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
49,028 | $3,397,640 | |
| 7 | EVR |
Evercore Inc.
|
8,553 | $2,553,156 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
15,117 | $1,013,897 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,923,027 | 133,214 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $24,530,562 | 138,177 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $20,929,786 | 131,667 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $18,417,726 | 130,752 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $15,297,187 | 131,115 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $15,898,299 | 126,458 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $12,927,323 | 124,015 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $13,064,279 | 134,420 | Shares | Defined | 2024-08-16 | |
| 2024-03-31 | $13,227,973 | 140,484 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $13,695,720 | 146,871 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $14,816,408 | 181,418 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $16,598,514 | 194,362 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $16,961,379 | 193,182 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $14,712,796 | 173,051 | Shares | Defined | 2023-02-21 | |
| 2022-09-30 | $15,260,781 | 193,150 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $16,713,196 | 219,737 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $31,043,868 | 355,193 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $6,278,509 | 63,962 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $5,089,021 | 52,297 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $9,773,053 | 106,588 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,859,674 | 36,823 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,772,665 | 25,867 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,141,785 | 23,615 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,095,395 | 22,679 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $830,280 | 24,420 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||