Sompo Asset Management Co., Ltd.

Position in MS — Morgan Stanley

CIK 1533504 Tokyo, M0

Position in MS

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,569,890

+$314,221 QoQ

Shares Held

7,510

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,188

of 2,718 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sompo Asset Management Co., Ltd. holds $5,075,191 across 5 Capital Markets names. MS ranks #2 (30.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,850	$1,871,034
2	MS	Morgan Stanley This page	7,510	$1,569,890
3	SCHW	Schwab Charles Corp	6,560	$605,291
4	TW	Tradeweb Markets Inc.	5,810	$579,024
5	FUTU	Futu Holdings Ltd	4,800	$449,952

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,569,890	7,510	-1.6%	Shares	Sole	2026-07-14
2026-03-31	$1,255,669	7,630	0.0%	Shares	Sole	2026-04-30
2025-12-31	$1,354,553	7,630	-5.7%	Shares	Sole	2026-02-13
2025-09-30	$1,285,986	8,090	-1.0%	Shares	Sole	2025-11-14
2025-06-30	$1,150,826	8,170	0.0%	Shares	Sole	2025-08-14
2025-03-31	$953,193	8,170	+18.6%	Shares	Sole	2025-05-14
2024-12-31	$866,210	6,890	-13.9%	Shares	Sole	2025-02-14
2024-09-30	$833,920	8,000	-6.3%	Shares	Sole	2024-11-12
2024-06-30	$830,002	8,540	-12.0%	Shares	Sole	2024-08-13
2024-03-31	$914,293	9,710	+4.2%	Shares	Sole	2024-05-14
2023-12-31	$869,090	9,320	+8.4%	Shares	Sole	2024-02-13
2023-09-30	$702,362	8,600	+32.3%	Shares	Sole	2023-11-09
2023-06-30	$555,100	6,500	+6.2%	Shares	Sole	2023-08-10
2023-03-31	$537,336	6,120	-4.1%	Shares	Sole	2023-05-09
2022-12-31	$542,427	6,380	+0.8%	Shares	Sole	2023-02-01
2022-09-30	$500,133	6,330	+77.3%	Shares	Sole	2022-11-14
2022-06-30	$271,534	3,570	+8.8%	Shares	Sole	2022-08-15
2022-03-31	$286,672	3,280	+14.3%	Shares	Sole	2022-05-11
2021-12-31	$281,719	2,870	+10.4%	Shares	Sole	2022-02-11
2021-09-30	$253,006	2,600	0.0%	Shares	Sole	2021-11-09
2021-06-30	$238,394	2,600	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.