Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$191,382,178
+$98,941,074 QoQ
Shares Held
915,529
+63.0% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#119
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026AQR CAPITAL MANAGEMENT LLC holds $3,507,643,643 across 41 Capital Markets names. MS ranks #8 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
1,710,982 | $584,197,689 | |
| 2 | GS |
Goldman Sachs Group Inc
|
486,684 | $492,217,592 | |
| 3 | JEF |
Jefferies Financial Group Inc.
|
8,426,996 | $421,181,256 | |
| 4 | SF |
Stifel Financial Corp
|
6,001,400 | $418,717,674 | |
| 5 | SCHW |
Schwab Charles Corp
|
4,025,866 | $371,466,650 | |
| 6 | TW |
Tradeweb Markets Inc.
|
2,787,932 | $277,845,298 | |
| 7 | MKTX |
Marketaxess Holdings Inc
|
1,987,288 | $225,537,314 | |
| 8 | MS |
Morgan Stanley
This page
|
915,529 | $191,382,178 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $191,382,178 | 915,529 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $92,441,104 | 561,713 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $78,599,628 | 442,740 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $57,033,732 | 358,793 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $27,994,655 | 198,741 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $30,285,545 | 259,583 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $25,173,165 | 200,232 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $27,915,679 | 267,802 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $11,189,288 | 115,128 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $8,055,669 | 85,553 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $9,680,562 | 103,813 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $8,593,888 | 105,227 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $7,847,662 | 91,893 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,371,905 | 95,352 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $10,968,005 | 129,005 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $10,611,912 | 134,311 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $20,482,805 | 269,298 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $34,536,896 | 395,159 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $50,315,539 | 512,587 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $36,498,742 | 375,077 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $49,139,421 | 535,930 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $29,164,436 | 375,540 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $60,353,137 | 880,682 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $45,356,119 | 938,079 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $57,920,828 | 1,199,189 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $42,484,802 | 1,249,553 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||