Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$602,880,557
+$160,695,779 QoQ
Shares Held
2,884,044
+7.3% QoQ
Ownership
0.184%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#49
of 2,731 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 Asset Management Co., Ltd. holds $2,338,588,495 across 31 Capital Markets names. MS ranks #2 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
963,426 | $974,380,153 | |
| 2 | MS |
Morgan Stanley
This page
|
2,884,044 | $602,880,557 | |
| 3 | SCHW |
Schwab Charles Corp
|
4,017,116 | $370,659,293 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,926,364 | $193,175,781 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,050,804 | $91,461,980 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
95,357 | $26,860,159 | |
| 7 | IREN |
IREN Ltd
|
450,436 | $20,598,438 | |
| 8 | TW |
Tradeweb Markets Inc.
|
147,144 | $14,664,371 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $602,880,557 | 2,884,044 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $442,184,778 | 2,686,910 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $445,454,725 | 2,509,180 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $379,242,476 | 2,385,773 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $326,418,117 | 2,317,323 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $251,230,527 | 2,153,343 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $242,049,218 | 1,925,304 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $184,112,753 | 1,766,239 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $159,038,411 | 1,636,366 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $138,361,717 | 1,469,432 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $112,918,476 | 1,210,922 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $93,196,250 | 1,141,132 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $91,540,430 | 1,071,902 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $87,338,786 | 994,747 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $76,415,890 | 898,799 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $63,898,547 | 808,740 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $57,320,717 | 753,625 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $58,690,673 | 671,518 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $59,871,317 | 609,936 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $51,174,453 | 525,891 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $43,611,614 | 475,642 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $31,617,715 | 407,130 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $23,053,834 | 336,405 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $12,978,203 | 268,422 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $10,825,768 | 224,136 | Shares | Defined | 2020-08-06 | |
| 2020-03-31 | $7,556,432 | 222,248 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||