Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$68,735,278
+$15,202,961 QoQ
Shares Held
328,814
+1.1% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#231
of 2,723 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, 2026ARIZONA STATE RETIREMENT SYSTEM holds $276,177,231 across 31 Capital Markets names. MS ranks #2 (24.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
81,855 | $82,785,691 | |
| 2 | MS |
Morgan Stanley
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|
328,814 | $68,735,278 | |
| 3 | SCHW |
Schwab Charles Corp
|
458,174 | $42,275,714 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
208,264 | $20,884,713 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
121,327 | $10,560,302 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
22,991 | $6,476,104 | |
| 7 | IREN |
IREN Ltd
|
92,887 | $4,247,722 | |
| 8 | EVR |
Evercore Inc.
|
10,382 | $3,544,830 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,735,278 | 328,814 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $53,532,317 | 325,286 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $59,691,266 | 336,232 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $55,636,635 | 350,004 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $49,812,321 | 353,630 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $39,932,174 | 342,266 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $44,177,002 | 351,392 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $36,429,690 | 349,479 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $34,556,390 | 355,555 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $33,262,114 | 353,251 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $32,603,184 | 349,632 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $28,955,853 | 354,547 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $30,618,376 | 358,529 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $30,388,019 | 346,105 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $29,828,416 | 350,840 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $28,176,941 | 356,625 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $27,877,435 | 366,519 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $32,275,858 | 369,289 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $36,788,797 | 374,784 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $37,866,824 | 389,136 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $36,261,836 | 395,483 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $30,788,928 | 396,458 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $27,590,589 | 402,606 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $17,376,651 | 359,393 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $13,609,008 | 281,760 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $7,421,112 | 218,268 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||