Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$216,110,568
+$97,622,308 QoQ
Shares Held
1,033,824
+43.6% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#106
of 2,716 holders
Holding Since
Mar 2020
25 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, 2026APG Asset Management N.V. holds $788,159,740 across 7 Capital Markets names. MS ranks #2 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
249,833 | $252,673,601 | |
| 2 | MS |
Morgan Stanley
This page
|
1,033,824 | $216,110,568 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,380,032 | $127,335,552 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
437,217 | $123,155,284 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
556,139 | $55,769,618 | |
| 6 | TW |
Tradeweb Markets Inc.
|
79,703 | $7,943,200 | |
| 7 | FUTU |
Futu Holdings Ltd
|
55,173 | $5,171,917 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,110,568 | 1,033,824 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $118,488,260 | 719,987 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $124,916,144 | 703,634 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $144,060,043 | 906,266 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $154,256,067 | 1,095,102 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $87,359,112 | 748,771 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $99,362,299 | 790,346 | Shares | Defined | 2025-02-13 | |
| 2024-06-30 | $14,869,292 | 152,992 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,460,526 | 57,992 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $4,521,879 | 48,492 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $8,035,837 | 98,394 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,030,367 | 47,194 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,424,593 | 50,394 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $11,187,951 | 131,592 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $10,798,770 | 136,676 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,745,830 | 167,576 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $16,114,462 | 184,376 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $21,160,940 | 215,576 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $22,378,964 | 229,976 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $23,314,566 | 254,276 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $23,785,394 | 306,276 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $54,259,586 | 791,764 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $40,606,360 | 839,842 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $43,428,123 | 899,133 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $29,712,668 | 873,902 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||