Position in MS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,177,878,506
-$2,469,315,034 QoQ
Shares Held
7,157,310
-65.2% QoQ
Ownership
0.454%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 99.97434790445013.ToString("F0")%
Shared 0.ToString("F0")%
None 0.025652095549864407.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Capital International Investors holds $1,994,916,546 across 8 Capital Markets names. MS ranks #1 (59.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
7,157,310 | $1,177,878,506 | |
| 2 | SCHW |
Schwab Charles Corp
|
3,478,107 | $326,872,495 | |
| 3 | MRX |
Marex Group Ltd
|
3,488,093 | $155,499,185 | |
| 4 | FUTU |
Futu Holdings Ltd
|
945,785 | $129,345,556 | |
| 5 | TW |
Tradeweb Markets Inc.
|
929,461 | $109,360,381 | |
| 6 | EVR |
Evercore Inc.
|
155,769 | $46,498,604 | |
| 7 | TIGR |
UP Fintech Holding Ltd
|
5,275,976 | $33,238,648 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
112,959 | $16,223,171 |
All Filings in MS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,177,878,506 | 7,157,310 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,647,193,540 | 20,544,097 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $4,342,980,177 | 27,321,214 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,824,873,985 | 27,153,727 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,148,235,647 | 26,984,106 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,769,666,426 | 29,984,620 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,129,037,855 | 30,017,631 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,885,576,931 | 29,690,060 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,681,777,551 | 28,481,070 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,284,582,291 | 24,499,542 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,848,510,367 | 22,633,897 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,089,178,032 | 24,463,443 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,030,101,415 | 23,121,884 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,095,937,440 | 24,652,287 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,890,818,175 | 23,931,378 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,727,302,976 | 22,709,742 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,814,155,769 | 20,756,931 | Shares | Defined | 2022-05-19 | |
| 2021-12-31 | $255,801,426 | 2,605,964 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||