Sumitomo Mitsui DS Asset Management Company, Ltd
Position in MS — Morgan Stanley
CIK 1411530
TOKYO, M0
Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$37,686,358
+$8,579,521 QoQ
Shares Held
180,283
+1.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#320
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Sumitomo Mitsui DS Asset Management Company, Ltd holds $401,903,635 across 11 Capital Markets names. MS ranks #2 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
287,819 | $291,091,502 | |
| 2 | MS |
Morgan Stanley
This page
|
180,283 | $37,686,358 | |
| 3 | SCHW |
Schwab Charles Corp
|
235,706 | $21,748,592 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
212,287 | $18,477,460 | |
| 5 | TW |
Tradeweb Markets Inc.
|
143,825 | $14,333,599 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
111,983 | $11,229,655 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
12,973 | $3,654,234 | |
| 8 | IREN |
IREN Ltd
|
37,069 | $1,695,165 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,686,358 | 180,283 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $29,106,837 | 176,866 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $30,980,760 | 174,510 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $27,359,241 | 172,114 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $24,190,169 | 171,732 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $19,347,619 | 165,832 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $20,211,752 | 160,768 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $15,111,360 | 144,967 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $13,702,040 | 140,982 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $12,780,713 | 135,734 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $12,210,528 | 130,944 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $10,693,216 | 130,932 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $10,852,461 | 127,078 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $9,315,404 | 106,098 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $8,649,254 | 101,732 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $7,654,014 | 96,874 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $7,026,270 | 92,378 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $7,572,685 | 86,644 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $8,803,774 | 89,688 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $8,488,351 | 87,230 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $8,244,948 | 89,922 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $6,813,655 | 87,737 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $5,762,413 | 84,086 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $3,643,124 | 75,349 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,604,097 | 74,619 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,563,260 | 75,390 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||