Rathbones Group PLC

Position in MS — Morgan Stanley

CIK 1351991 Liverpool, X0

Position in MS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$132,965,954

+$10,792,807 QoQ

Shares Held

636,079

-14.3% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#148

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Rathbones Group PLC holds $510,600,050 across 5 Capital Markets names. MS ranks #2 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	368,322	$372,509,821
2	MS	Morgan Stanley This page	636,079	$132,965,954
3	SCHW	Schwab Charles Corp	37,504	$3,460,494
4	IREN	IREN Ltd	23,129	$1,057,689
5	HOOD	Robinhood Markets, Inc.	6,044	$606,092

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$132,965,954	636,079	-14.3%	Shares	Sole	2026-07-23
2026-03-31	$122,173,147	742,378	+5.2%	Shares	Sole	2026-05-12
2025-12-31	$125,234,100	705,425	-8.6%	Shares	Sole	2026-02-06
2025-09-30	$122,704,244	771,919	+1.2%	Shares	Sole	2025-11-13
2025-06-30	$107,454,346	762,845	+8.2%	Shares	Sole	2025-08-07
2025-03-31	$82,288,867	705,313	+8.1%	Shares	Sole	2025-05-13
2024-12-31	$82,036,700	652,535	-14.7%	Shares	Sole	2025-02-13
2024-09-30	$79,726,087	764,832	+6.2%	Shares	Sole	2024-11-13
2024-06-30	$69,990,795	720,144	+4.8%	Shares	Sole	2024-08-09
2024-03-31	$64,678,221	686,897	+9.6%	Shares	Sole	2024-05-14
2023-12-31	$58,435,672	626,656	+16.5%	Shares	Sole	2024-02-13
2023-09-30	$43,938,133	537,996	+7.9%	Shares	Sole	2023-11-13
2023-06-30	$42,584,539	498,648	+10.5%	Shares	Sole	2023-08-04
2023-03-31	$39,604,911	451,081	+10.2%	Shares	Sole	2023-05-12
2022-12-31	$34,815,009	409,492	+1.9%	Shares	Sole	2023-02-14
2022-09-30	$31,761,071	401,988	-11.1%	Shares	Sole	2022-11-14
2022-06-30	$34,408,631	452,388	+9.3%	Shares	Sole	2022-08-12
2022-03-31	$36,166,819	413,808	+9.3%	Shares	Sole	2022-05-11
2021-12-31	$37,154,345	378,508	+7.9%	Shares	Sole	2022-02-10
2021-09-30	$34,146,857	350,908	+6.9%	Shares	Sole	2021-11-04
2021-06-30	$30,111,729	328,408	+437.5%	Shares	Sole	2021-07-30
2021-03-31	$4,744,870	61,098	+0.8%	Shares	Sole	2021-05-14
2020-12-31	$4,152,095	60,588	-6.1%	Shares	Sole	2021-02-11
2020-09-30	$3,121,379	64,558	+10.8%	Shares	Sole	2020-11-13
2020-06-30	$2,813,861	58,258	-38.5%	Shares	Sole	2020-08-07
2020-03-31	$3,218,372	94,658	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.