Position in MS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,335,952,390
+$596,253,864 QoQ
Shares Held
20,270,720
+31.4% QoQ
Ownership
1.29%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 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 Mar 31, 2026Capital Research Global Investors holds $4,751,315,003 across 13 Capital Markets names. MS ranks #1 (70.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
20,270,720 | $3,335,952,390 | |
| 2 | GLXY |
Galaxy Digital Inc.
|
18,214,996 | $336,066,676 | |
| 3 | GS |
Goldman Sachs Group Inc
|
258,349 | $218,560,670 | |
| 4 | SF |
Stifel Financial Corp
|
2,797,955 | $206,824,833 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
1,314,674 | $188,813,479 | |
| 6 | LAZ |
Lazard, Inc.
|
2,456,726 | $104,361,720 | |
| 7 | XP |
XP Inc.
|
5,001,182 | $95,222,505 | |
| 8 | FUTU |
Futu Holdings Ltd
|
659,318 | $90,168,329 |
All Filings in MS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,335,952,390 | 20,270,720 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,739,698,526 | 15,432,313 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $3,059,806,892 | 19,248,911 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,730,482,358 | 19,384,370 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,329,016,474 | 19,962,428 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,740,051,433 | 21,794,873 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,568,868,289 | 15,050,540 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $841,250,593 | 8,655,732 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $971,542,597 | 10,317,997 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,598,269,844 | 17,139,623 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,918,326,294 | 23,488,751 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,397,435,481 | 28,073,015 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,297,231,422 | 26,164,367 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,819,185,778 | 21,397,151 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,248,377,377 | 28,456,871 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,071,601,344 | 27,236,410 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,328,206,997 | 26,638,524 | Shares | Defined | 2022-05-19 | |
| 2021-12-31 | $1,302,702,366 | 13,271,214 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $929,582,870 | 9,552,799 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $70,270,574 | 766,393 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $59,544,950 | 766,739 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||