Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,126,114,065
+$1,860,099,497 QoQ
Shares Held
10,170,848
+529.2% QoQ
Ownership
0.648%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#20
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, 2026Capital World Investors holds $5,793,324,362 across 12 Capital Markets names. MS ranks #1 (36.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
10,170,848 | $2,126,114,065 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,902,662 | $1,924,295,266 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
2,343,266 | $660,051,166 | |
| 4 | XP |
XP Inc.
|
19,370,669 | $314,967,077 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,255,412 | $283,351,060 | |
| 6 | TW |
Tradeweb Markets Inc.
|
2,313,422 | $230,555,636 | |
| 7 | WULF |
Terawulf Inc.
|
3,523,551 | $87,031,709 | |
| 8 | HUT |
Hut 8 Corp.
|
519,536 | $59,977,833 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,126,114,065 | 10,170,848 | Shares | Defined | 2026-08-12 | |
| 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. | ||||||