Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$205,507,224
+$44,972,810 QoQ
Shares Held
983,100
+0.8% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#110
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NORDEA INVESTMENT MANAGEMENT AB holds $1,161,008,235 across 13 Capital Markets names. MS ranks #3 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
4,704,530 | $434,086,981 | |
| 2 | GS |
Goldman Sachs Group Inc
|
212,408 | $214,823,077 | |
| 3 | MS |
Morgan Stanley
This page
|
983,100 | $205,507,224 | |
| 4 | TW |
Tradeweb Markets Inc.
|
1,688,604 | $168,286,274 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
629,188 | $63,094,971 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
430,600 | $57,756,376 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
68,385 | $5,952,230 | |
| 8 | XP |
XP Inc.
|
340,699 | $5,539,765 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,507,224 | 983,100 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $160,534,414 | 975,478 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $171,373,792 | 965,323 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $142,699,981 | 897,710 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $128,504,042 | 912,282 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $106,017,912 | 908,699 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $116,231,156 | 924,524 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $218,612,127 | 2,097,200 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $185,719,496 | 1,910,891 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $209,460,897 | 2,224,521 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $178,881,288 | 1,918,298 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $157,642,537 | 1,930,238 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $206,693,449 | 2,420,298 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $235,181,343 | 2,678,603 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $248,971,802 | 2,928,391 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $202,841,898 | 2,567,294 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $211,438,965 | 2,779,897 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $249,791,297 | 2,858,024 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $280,679,489 | 2,859,408 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $267,496,140 | 2,748,907 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $252,813,627 | 2,757,265 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $209,516,428 | 2,697,868 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $186,673,595 | 2,723,969 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $115,596,968 | 2,390,837 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $98,428,154 | 2,037,850 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $22,866,768 | 672,552 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||