Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$143,711,864
+$13,769,038 QoQ
Shares Held
687,485
-12.9% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#145
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, 2026Retirement Systems of Alabama holds $510,506,154 across 10 Capital Markets names. MS ranks #2 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
150,321 | $152,030,149 | |
| 2 | MS |
Morgan Stanley
This page
|
687,485 | $143,711,864 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,095,623 | $101,093,134 | |
| 4 | EVR |
Evercore Inc.
|
93,181 | $31,815,720 | |
| 5 | SF |
Stifel Financial Corp
|
370,192 | $25,828,295 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
441,226 | $22,052,475 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
166,210 | $16,667,538 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
93,586 | $8,145,725 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,711,864 | 687,485 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $129,942,826 | 789,590 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $143,647,511 | 809,145 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $128,914,493 | 810,987 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $115,119,807 | 817,264 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $101,733,673 | 871,978 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $117,523,056 | 934,800 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $97,674,964 | 937,020 | Shares | Sole | 2024-12-06 | |
| 2024-06-30 | $97,671,284 | 1,004,952 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $98,774,499 | 1,049,007 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $98,008,827 | 1,051,033 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $78,728,736 | 963,986 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $82,972,078 | 971,570 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $93,214,274 | 1,061,666 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $96,874,083 | 1,139,427 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $91,800,928 | 1,161,890 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $89,828,913 | 1,181,027 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $100,832,680 | 1,153,692 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $107,579,335 | 1,095,959 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $109,138,614 | 1,121,556 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $108,889,668 | 1,187,585 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $93,411,234 | 1,202,823 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $97,031,695 | 1,415,901 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $64,329,094 | 1,330,488 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $69,335,374 | 1,435,515 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $48,808,428 | 1,435,542 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||