BROWN BROTHERS HARRIMAN & CO

Position in MS — Morgan Stanley

CIK 14661 NEW YORK, NY

Position in MS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$10,976,690

+$5,235,337 QoQ

Shares Held

52,510

+50.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#533

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BROWN BROTHERS HARRIMAN & CO holds $109,137,869 across 16 Capital Markets names. MS ranks #4 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TW	Tradeweb Markets Inc.	424,571	$42,312,745
2	LPLA	LPL Financial Holdings Inc.	131,278	$36,978,387
3	GS	Goldman Sachs Group Inc	10,887	$11,010,785
4	MS	Morgan Stanley This page	52,510	$10,976,690
5	SCHW	Schwab Charles Corp	43,530	$4,016,513
6	HOOD	Robinhood Markets, Inc.	19,441	$1,949,543
7	IBKR	Interactive Brokers Group, Inc.	12,681	$1,103,754
8	PJT	PJT Partners Inc.	3,036	$458,253

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,976,690	52,510	+50.5%	Shares	Sole	2026-08-12
2026-03-31	$5,741,353	34,887	+21.2%	Shares	Sole	2026-05-14
2025-12-31	$5,111,443	28,792	+23.8%	Shares	Sole	2026-02-12
2025-09-30	$3,697,409	23,260	+6.0%	Shares	Sole	2025-11-13
2025-06-30	$3,090,890	21,943	+21.1%	Shares	Sole	2025-08-11
2025-03-31	$2,114,410	18,123	-7.2%	Shares	Sole	2025-05-14
2024-12-31	$2,455,185	19,529	+4.4%	Shares	Sole	2025-02-12
2024-09-30	$1,949,288	18,700	-4.3%	Shares	Sole	2024-11-13
2024-06-30	$1,899,870	19,548	-0.8%	Shares	Sole	2024-08-09
2024-03-31	$1,854,575	19,696	-2.0%	Shares	Sole	2024-05-10
2023-12-31	$1,873,765	20,094	+4.0%	Shares	Sole	2024-02-12
2023-09-30	$1,577,701	19,318	+5.9%	Shares	Sole	2023-11-13
2023-06-30	$1,557,183	18,234	-11.2%	Shares	Sole	2023-08-07
2023-03-31	$1,802,885	20,534	+6.2%	Shares	Sole	2023-05-11
2022-12-31	$1,644,626	19,344	-5.5%	Shares	Sole	2023-02-09
2022-09-30	$1,617,492	20,472	+16.8%	Shares	Sole	2022-11-14
2022-06-30	$1,333,103	17,527	+2.7%	Shares	Sole	2022-08-11
2022-03-31	$1,491,918	17,070	+64.5%	Shares	Sole	2022-05-13
2021-12-31	$1,018,311	10,374	-1.5%	Shares	Sole	2022-02-14
2021-09-30	$1,025,160	10,535	-0.9%	Shares	Sole	2021-11-15
2021-06-30	$975,031	10,634	+1.6%	Shares	Sole	2021-08-13
2021-03-31	$812,944	10,468	-12.7%	Shares	Sole	2021-05-13
2020-12-31	$821,948	11,994	-1.4%	Shares	Sole	2021-02-16
2020-09-30	$588,032	12,162	-0.2%	Shares	Sole	2020-11-16
2020-06-30	$588,632	12,187	-1.8%	Shares	Sole	2020-08-13
2020-03-31	$422,076	12,414	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.