Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$35,571,500
+$5,216,235 QoQ
Shares Held
170,166
-7.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#332
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, 2026Utah Retirement Systems holds $131,121,397 across 21 Capital Markets names. MS ranks #2 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
43,783 | $44,280,812 | |
| 2 | MS |
Morgan Stanley
This page
|
170,166 | $35,571,500 | |
| 3 | SCHW |
Schwab Charles Corp
|
248,161 | $22,897,815 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
117,545 | $11,787,412 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
65,929 | $5,738,460 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
12,154 | $3,423,538 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
27,152 | $1,700,529 | |
| 8 | IREN |
IREN Ltd
|
16,851 | $770,596 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,571,500 | 170,166 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $30,355,265 | 184,452 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,781,296 | 190,285 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $30,238,007 | 190,224 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $26,658,881 | 189,258 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,152,366 | 189,872 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $24,209,648 | 192,568 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $20,010,744 | 191,968 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,589,336 | 191,268 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $19,111,466 | 202,968 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $19,458,291 | 208,668 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,894,909 | 206,868 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,623,827 | 206,368 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $19,278,070 | 219,568 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $18,616,659 | 218,968 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $17,743,117 | 224,568 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,316,428 | 227,668 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $20,632,343 | 236,068 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $23,898,818 | 243,468 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $23,983,801 | 246,468 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $24,267,408 | 264,668 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $20,849,302 | 268,469 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $18,324,716 | 267,397 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $10,229,071 | 211,563 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $10,150,872 | 210,163 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,550,142 | 222,063 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||