Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$523,211,232
+$104,842,037 QoQ
Shares Held
2,502,924
-1.5% QoQ
Ownership
0.159%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#57
of 2,722 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, 2026Sumitomo Mitsui Trust Group, Inc. holds $2,890,458,152 across 16 Capital Markets names. MS ranks #3 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
882,737 | $892,773,719 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
6,569,053 | $658,744,634 | |
| 3 | MS |
Morgan Stanley
This page
|
2,502,924 | $523,211,232 | |
| 4 | SCHW |
Schwab Charles Corp
|
3,460,277 | $319,279,758 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
3,185,726 | $199,522,019 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
885,091 | $77,038,320 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
4,452,071 | $59,257,065 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
167,647 | $47,222,806 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,211,232 | 2,502,924 | Shares | Defined | 2026-07-30 | |
| 2026-03-31 | $418,369,195 | 2,542,196 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $476,157,118 | 2,682,122 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $443,442,922 | 2,789,651 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $399,973,660 | 2,839,512 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $348,950,869 | 2,990,922 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $352,654,154 | 2,805,076 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $284,866,133 | 2,732,791 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $262,808,368 | 2,704,068 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $276,051,508 | 2,931,728 | Shares | Defined | 2024-04-19 | |
| 2023-12-31 | $276,792,016 | 2,968,279 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $245,601,209 | 3,007,239 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $261,327,330 | 3,060,039 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $311,715,198 | 3,550,287 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $327,988,200 | 3,857,777 | Shares | Defined | 2023-01-30 | |
| 2022-09-30 | $326,418,595 | 4,131,358 | Shares | Defined | 2022-10-21 | |
| 2022-06-30 | $344,632,043 | 4,531,055 | Shares | Defined | 2022-07-26 | |
| 2022-03-31 | $379,360,049 | 4,340,504 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $433,166,533 | 4,412,862 | Shares | Defined | 2022-02-02 | |
| 2021-09-30 | $405,826,976 | 4,170,455 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $408,320,234 | 4,453,269 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $366,947,926 | 4,725,057 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $323,876,891 | 4,726,060 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $227,931,279 | 4,714,194 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $249,170,619 | 5,158,812 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $193,424,334 | 5,688,951 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||