Boston Partners

Position in MS — Morgan Stanley

CIK 1386060 BOSTON, MA

Position in MS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$979,372,257

+$250,462,106 QoQ

Shares Held

4,685,095

+5.8% QoQ

Ownership

0.298%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#36

of 2,723 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Financial Services · as of Jun 30, 2026

Boston Partners holds $3,984,429,559 across 15 Capital Markets names. MS ranks #2 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LPLA	LPL Financial Holdings Inc.	4,250,828	$1,197,373,229
2	MS	Morgan Stanley This page	4,685,095	$979,372,257
3	GS	Goldman Sachs Group Inc	949,277	$960,070,277
4	SF	Stifel Financial Corp	4,403,821	$307,254,589
5	EVR	Evercore Inc.	614,517	$209,820,682
6	SCHW	Schwab Charles Corp	998,920	$92,170,346
7	SNEX	StoneX Group Inc.	1,087,760	$85,933,000
8	BGC	BGC Group, Inc.	7,226,432	$77,250,557

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$979,372,257	4,685,095	+5.8%	Shares	Defined	2026-08-04
2026-03-31	$728,910,151	4,429,180	+16.3%	Shares	Defined	2026-05-11
2025-12-31	$675,865,229	3,807,048	-5.6%	Shares	Other	2026-02-13
2025-09-30	$640,762,513	4,030,967	+4.2%	Shares	Defined	2025-11-13
2025-06-30	$544,728,015	3,867,159	+0.3%	Shares	Defined	2025-08-12
2025-03-31	$449,797,616	3,855,298	-2.7%	Shares	Other	2025-05-13
2024-12-31	$497,974,153	3,960,978	-35.9%	Shares	Defined	2025-02-11
2024-09-30	$644,152,224	6,179,511	-13.6%	Shares	Other	2024-11-12
2024-06-30	$695,250,121	7,153,515	+0.0%	Shares	Defined	2024-08-14
2024-03-31	$673,384,485	7,151,492	+0.8%	Shares	Defined	2024-05-28
2023-12-31	$661,551,680	7,094,388	+20.3%	Shares	Defined	2024-02-07
2023-09-30	$481,781,945	5,899,130	+42370.3%	Shares	Other	2023-11-08
2022-12-31	$1,180,927	13,890	+2.4%	Shares	Defined	2023-02-08
2022-09-30	$1,072,007	13,568	+2.0%	Shares	Defined	2022-11-09
2022-06-30	$1,011,369	13,297	0.0%	Shares	Defined	2022-08-10
2022-03-31	$1,162,157	13,297	-8.7%	Shares	Defined	2022-05-10
2021-12-31	$1,429,013	14,558	-14.0%	Shares	Defined	2022-02-04
2021-09-30	$1,646,971	16,925	-16.7%	Shares	Defined	2021-11-05
2021-06-30	$1,861,948	20,307	-2.9%	Shares	Defined	2021-08-12
2021-03-31	$1,624,336	20,916	-38.8%	Shares	Defined	2021-05-10
2020-12-31	$2,344,000	34,204	-21.2%	Shares	Defined	2021-02-10
2020-09-30	$2,097,568	43,383	+3.3%	Shares	Defined	2020-11-13
2020-06-30	$2,029,372	42,016	-25.6%	Shares	Defined	2020-08-12
2020-03-31	$1,919,164	56,446	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.