Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$352,280,687
+$53,689,324 QoQ
Shares Held
1,685,231
-7.1% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#73
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KBC Group NV holds $937,513,134 across 30 Capital Markets names. MS ranks #1 (37.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,685,231 | $352,280,687 | |
| 2 | GS |
Goldman Sachs Group Inc
|
310,391 | $313,920,144 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
2,028,985 | $176,602,853 | |
| 4 | SCHW |
Schwab Charles Corp
|
655,451 | $60,478,463 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
122,485 | $12,282,794 | |
| 6 | XP |
XP Inc.
|
271,094 | $4,407,988 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
12,835 | $3,615,362 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
71,212 | $3,559,175 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,280,687 | 1,685,231 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $298,591,363 | 1,814,373 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $321,572,691 | 1,811,371 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $282,325,994 | 1,776,082 | Shares | Defined | 2026-01-20 | |
| 2025-06-30 | $253,495,176 | 1,799,625 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $56,202,272 | 481,720 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $97,927,078 | 778,930 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $45,556,632 | 437,036 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $30,638,952 | 315,248 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $29,276,320 | 310,921 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $58,516,239 | 627,520 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $48,380,000 | 592,384 | Shares | Defined | 2024-02-15 | |
| 2023-06-30 | $51,648,895 | 604,788 | Shares | Defined | 2024-02-15 | |
| 2023-03-31 | $81,585,867 | 929,224 | Shares | Defined | 2024-02-14 | |
| 2022-12-31 | $96,058,316 | 1,129,832 | Shares | Defined | 2024-02-14 | |
| 2022-09-30 | $141,390,053 | 1,789,521 | Shares | Defined | 2024-02-15 | |
| 2022-06-30 | $160,340,868 | 2,108,084 | Shares | Defined | 2024-02-14 | |
| 2022-03-31 | $195,832,897 | 2,240,651 | Shares | Defined | 2024-02-14 | |
| 2021-12-31 | $261,591,883 | 2,664,954 | Shares | Defined | 2024-02-14 | |
| 2021-09-30 | $216,040,557 | 2,220,127 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $198,090,834 | 2,160,441 | Shares | Defined | 2022-02-15 | |
| 2021-03-31 | $148,584,469 | 1,913,269 | Shares | Defined | 2022-02-14 | |
| 2020-12-31 | $126,317,030 | 1,843,237 | Shares | Defined | 2022-02-14 | |
| 2020-09-30 | $66,528,293 | 1,375,973 | Shares | Defined | 2022-02-14 | |
| 2020-06-30 | $53,805,088 | 1,113,977 | Shares | Defined | 2022-02-14 | |
| 2020-03-31 | $31,562,030 | 928,295 | Shares | Defined | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||