Position in MS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$109,970,508
+$34,568,813 QoQ
Shares Held
526,074
+14.8% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#16
of 1,023 holders
Holding Since
Jun 2020
25 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, 2026Handelsbanken Fonder AB holds $426,210,832 across 32 Capital Markets names. MS ranks #2 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
115,455 | $116,767,723 | |
| 2 | MS |
Morgan Stanley
This page
|
526,074 | $109,970,508 | |
| 3 | SCHW |
Schwab Charles Corp
|
652,139 | $60,172,865 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
219,632 | $29,459,240 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
249,885 | $25,058,467 | |
| 6 | TW |
Tradeweb Markets Inc.
|
217,570 | $21,683,026 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
124,883 | $10,869,816 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
25,861 | $7,284,526 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,970,508 | 526,074 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $75,401,695 | 458,174 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $80,794,258 | 455,102 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $71,381,305 | 449,052 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $63,184,584 | 448,563 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $54,913,185 | 470,671 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $60,908,699 | 484,479 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $45,867,997 | 440,023 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $42,709,076 | 439,439 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $40,089,938 | 425,764 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $36,615,918 | 392,664 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $29,472,089 | 360,868 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $29,926,209 | 350,424 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $25,120,458 | 286,110 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $22,535,061 | 265,056 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $21,392,984 | 270,763 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $20,159,246 | 265,044 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $22,183,693 | 253,818 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $25,402,139 | 258,783 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $32,567,808 | 334,681 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $30,096,875 | 328,246 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $27,550,273 | 354,755 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $23,222,486 | 338,866 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $13,441,735 | 278,009 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $13,427,834 | 278,009 | Shares | Sole | 2020-08-26 | |
| No filing history on record for this holder in this stock. | ||||||