Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$543,026,342
+$150,797,776 QoQ
Shares Held
2,597,715
+9.0% QoQ
Ownership
0.165%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#54
of 2,722 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $2,323,492,367 across 34 Capital Markets names. MS ranks #1 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,597,715 | $543,026,342 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
4,601,941 | $400,552,944 | |
| 3 | GS |
Goldman Sachs Group Inc
|
368,372 | $372,560,389 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,880,809 | $288,887,526 | |
| 5 | SCHW |
Schwab Charles Corp
|
2,557,515 | $235,981,908 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
1,229,929 | $139,584,641 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
992,787 | $133,162,520 | |
| 8 | TW |
Tradeweb Markets Inc.
|
455,906 | $45,435,591 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $543,026,342 | 2,597,715 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $392,228,566 | 2,383,354 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $404,006,440 | 2,275,708 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $374,763,141 | 2,357,594 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $323,039,027 | 2,293,334 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $234,000,701 | 2,005,663 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $271,824,240 | 2,162,140 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $217,187,271 | 2,083,531 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $172,385,611 | 1,773,697 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $188,222,073 | 1,998,960 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $121,496,170 | 1,302,908 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $129,750,762 | 1,588,720 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $134,476,048 | 1,574,661 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $182,696,346 | 2,080,824 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $309,364,313 | 3,638,724 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $251,498,389 | 3,183,121 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $108,418,890 | 1,425,439 | Shares | Defined | 2022-08-15 | |
| 2021-12-31 | $189,011,987 | 1,925,550 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $178,331,960 | 1,832,617 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $170,135,104 | 1,855,547 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $112,330,762 | 1,446,443 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $98,327,802 | 1,434,814 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $48,394,433 | 1,000,919 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $57,902,281 | 1,198,805 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $43,254,936 | 1,272,204 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||