Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,716,476,195
+$1,157,447,136 QoQ
Shares Held
27,346,327
-1.3% QoQ
Ownership
1.74%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#7
of 2,723 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, 2026GEODE CAPITAL MANAGEMENT, LLC holds $23,930,464,672 across 71 Capital Markets names. MS ranks #2 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,948,585 | $7,027,590,410 | |
| 2 | MS |
Morgan Stanley
This page
|
27,346,327 | $5,716,476,195 | |
| 3 | SCHW |
Schwab Charles Corp
|
37,293,274 | $3,441,050,391 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
22,597,737 | $2,266,101,065 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
10,641,906 | $926,271,497 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,502,575 | $423,245,325 | |
| 7 | EVR |
Evercore Inc.
|
1,098,427 | $375,046,913 | |
| 8 | HUT |
Hut 8 Corp.
|
2,755,313 | $318,087,108 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,716,476,195 | 27,346,327 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $4,559,029,059 | 27,702,674 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,805,835,983 | 27,070,557 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $4,218,138,556 | 26,535,849 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,751,537,338 | 26,633,092 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $3,110,700,924 | 26,662,389 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,249,202,346 | 25,844,753 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,631,093,590 | 25,240,729 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,426,940,819 | 24,971,096 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $2,310,925,378 | 24,542,538 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,225,121,429 | 23,861,892 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,929,084,438 | 23,620,478 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,017,661,766 | 23,626,016 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,037,250,266 | 23,203,306 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,977,407,742 | 23,258,148 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,829,909,208 | 23,160,476 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,802,538,942 | 23,698,908 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,066,099,379 | 23,639,581 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,341,210,724 | 23,850,965 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,303,062,919 | 23,667,279 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,211,584,897 | 24,120,241 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,808,710,641 | 23,290,119 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,498,163,043 | 21,861,419 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $869,564,499 | 17,984,788 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $871,641,989 | 18,046,418 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $600,776,668 | 17,669,902 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||