Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$110,787,227
+$23,135,107 QoQ
Shares Held
529,981
-0.5% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#163
of 2,722 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Mitsubishi UFJ Trust & Banking Corp holds $429,994,121 across 26 Capital Markets names. MS ranks #2 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
141,192 | $142,797,352 | |
| 2 | MS |
Morgan Stanley
This page
|
529,981 | $110,787,227 | |
| 3 | SCHW |
Schwab Charles Corp
|
849,779 | $78,409,108 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
311,268 | $31,213,955 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
195,153 | $16,986,117 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
35,646 | $10,040,765 | |
| 7 | XP |
XP Inc.
|
614,527 | $9,992,208 | |
| 8 | IREN |
IREN Ltd
|
131,115 | $5,995,888 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,787,227 | 529,981 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $87,652,120 | 532,613 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $84,034,890 | 473,356 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $75,676,087 | 476,070 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $70,039,676 | 497,229 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $61,445,304 | 526,659 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $70,635,781 | 561,850 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $56,463,575 | 541,669 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $57,122,644 | 587,742 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $57,484,773 | 610,501 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $61,332,669 | 657,723 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $56,170,584 | 687,775 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $60,857,406 | 712,616 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $63,261,391 | 720,517 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $61,504,147 | 723,408 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $59,875,594 | 757,823 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $59,685,269 | 784,713 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $62,785,624 | 718,371 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $72,677,171 | 740,395 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $79,376,251 | 815,705 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $78,960,125 | 861,164 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $76,677,599 | 987,350 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $78,641,394 | 1,147,547 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $52,824,356 | 1,092,541 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $54,666,470 | 1,131,811 | Shares | Sole | 2020-09-11 | |
| 2020-03-31 | $51,256,394 | 1,507,541 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||