Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$230,790,612
+$28,641,053 QoQ
Shares Held
1,104,050
-10.1% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
7.79%
of 13F equity value
Holder Rank
#97
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, 2026Focused Investors LLC holds $477,564,892 across 2 Capital Markets names. MS ranks #2 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
244,000 | $246,774,280 | |
| 2 | MS |
Morgan Stanley
This page
|
1,104,050 | $230,790,612 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,790,612 | 1,104,050 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $202,149,559 | 1,228,350 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $223,501,393 | 1,258,950 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $206,886,440 | 1,301,500 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $176,060,914 | 1,249,900 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $148,987,590 | 1,277,000 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $164,919,496 | 1,311,800 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $168,681,168 | 1,618,200 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $160,334,343 | 1,649,700 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $159,714,192 | 1,696,200 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $167,882,637 | 1,800,350 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $147,892,119 | 1,810,850 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $156,474,150 | 1,832,250 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $161,771,500 | 1,842,500 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $165,040,824 | 1,941,200 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $153,911,480 | 1,948,000 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $150,712,890 | 1,981,500 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $173,349,160 | 1,983,400 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $201,257,448 | 2,050,300 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $212,116,338 | 2,179,800 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $206,302,500 | 2,250,000 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $179,169,386 | 2,307,100 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $165,650,716 | 2,417,200 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $117,253,585 | 2,425,100 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $120,349,110 | 2,491,700 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $85,367,200 | 2,510,800 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||