Position in MS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$266,014,568
+$157,907,675 QoQ
Shares Held
1,616,422
+165.4% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Capital World Investors holds $4,466,976,689 across 10 Capital Markets names. MS ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,002,517 | $2,540,099,356 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
2,312,446 | $695,653,130 | |
| 3 | XP |
XP Inc.
|
19,103,295 | $363,726,736 | |
| 4 | MS |
Morgan Stanley
This page
|
1,616,422 | $266,014,568 | |
| 5 | TW |
Tradeweb Markets Inc.
|
2,198,861 | $258,717,985 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
3,030,920 | $203,283,804 | |
| 7 | PWP |
Perella Weinberg Partners
|
2,602,595 | $47,263,125 | |
| 8 | MC |
Moelis & Co
|
719,000 | $40,983,000 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $266,014,568 | 1,616,422 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $108,106,893 | 608,950 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $899,375,810 | 5,657,875 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $794,882,699 | 5,643,069 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $655,614,931 | 5,619,396 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $710,996,762 | 5,655,399 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $586,709,002 | 5,628,444 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $545,155,329 | 5,609,171 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $528,158,882 | 5,609,164 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $672,082,963 | 7,207,324 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $585,996,297 | 7,175,172 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,962,873,652 | 22,984,469 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,093,411,975 | 23,842,961 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,123,627,944 | 24,977,981 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,280,103,032 | 16,201,785 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $373,817,558 | 4,914,772 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $429,551,072 | 4,914,772 | Shares | Defined | 2022-05-19 | |
| 2021-12-31 | $484,838,546 | 4,939,268 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $479,445,396 | 4,926,990 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $450,724,842 | 4,915,747 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $458,960,892 | 5,909,875 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $404,176,096 | 5,897,798 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $284,588,196 | 5,886,002 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $303,201,318 | 6,277,460 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $214,064,748 | 6,296,022 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||