Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,040,226,836
+$428,380,871 QoQ
Shares Held
9,759,983
-0.4% QoQ
Ownership
0.621%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#22
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Bank of New York Mellon Corp holds $7,289,362,281 across 49 Capital Markets names. MS ranks #2 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,531,247 | $2,560,027,262 | |
| 2 | MS |
Morgan Stanley
This page
|
9,759,983 | $2,040,226,836 | |
| 3 | SCHW |
Schwab Charles Corp
|
10,489,297 | $967,847,425 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,786,353 | $379,695,469 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,420,031 | $210,639,490 | |
| 6 | EVR |
Evercore Inc.
|
302,828 | $103,397,586 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
350,265 | $98,662,638 | |
| 8 | SF |
Stifel Financial Corp
|
1,336,318 | $93,234,900 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,040,226,836 | 9,759,983 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $1,611,845,965 | 9,794,288 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,663,724,691 | 9,371,513 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,376,421,595 | 8,658,918 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $1,230,245,592 | 8,733,818 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $894,954,793 | 7,670,822 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $972,676,898 | 7,736,851 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $1,148,628,058 | 11,019,072 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,251,387,040 | 12,875,677 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $1,183,781,675 | 12,572,023 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $1,377,468,290 | 14,771,778 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $1,074,717,652 | 13,159,271 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $1,088,315,387 | 12,743,740 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $1,284,690,997 | 14,632,016 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $1,203,062,837 | 14,150,351 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,045,714,488 | 13,235,217 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,031,600,021 | 13,562,977 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,154,671,545 | 13,211,345 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $1,408,325,659 | 14,347,246 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,375,319,781 | 14,133,386 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $1,183,168,211 | 12,904,005 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $1,058,326,165 | 13,627,687 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $966,890,175 | 14,109,006 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $663,209,983 | 13,716,856 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $690,145,605 | 14,288,729 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $479,910,374 | 14,115,011 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||