Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$378,020,828
+$73,464,295 QoQ
Shares Held
1,808,366
-2.3% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#69
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, 2026Ensign Peak Advisors, Inc holds $1,092,794,785 across 27 Capital Markets names. MS ranks #1 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,808,366 | $378,020,828 | |
| 2 | GS |
Goldman Sachs Group Inc
|
319,513 | $323,145,862 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,277,340 | $210,130,161 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
512,637 | $51,407,238 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
515,965 | $44,909,593 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
86,043 | $24,236,592 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
395,780 | $19,781,084 | |
| 8 | EVR |
Evercore Inc.
|
38,512 | $13,149,537 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,020,828 | 1,808,366 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $304,556,533 | 1,850,620 | Shares | Sole | 2026-08-18 | |
| 2025-12-31 | $304,539,577 | 1,715,426 | Shares | Sole | 2026-08-18 | |
| 2025-09-30 | $314,008,948 | 1,975,396 | Shares | Sole | 2026-08-18 | |
| 2025-06-30 | $281,105,146 | 1,995,635 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $284,267,155 | 2,436,506 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $306,677,093 | 2,439,366 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $227,395,911 | 2,181,465 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $200,571,683 | 2,063,707 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $214,311,738 | 2,276,038 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $210,750,408 | 2,260,058 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $129,734,020 | 1,588,515 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $129,828,496 | 1,520,240 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $171,027,376 | 1,947,920 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $175,234,211 | 2,061,094 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $154,015,615 | 1,949,318 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $143,018,127 | 1,880,333 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $152,973,860 | 1,750,273 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $211,396,492 | 2,153,591 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $187,110,198 | 1,922,826 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $192,000,968 | 2,094,023 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $182,958,495 | 2,355,891 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $153,473,757 | 2,239,512 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $83,910,603 | 1,735,483 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $61,132,150 | 1,265,676 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $18,438,914 | 542,321 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||