NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC

Position in MS — Morgan Stanley

CIK 1629649 MILWAUKEE, WI

Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$8,034,034

+$1,698,748 QoQ

Shares Held

38,433

-0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#619

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, 2026

NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC holds $35,075,732 across 9 Capital Markets names. MS ranks #2 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	9,458	$9,565,537
2	MS	Morgan Stanley This page	38,433	$8,034,034
3	SCHW	Schwab Charles Corp	52,415	$4,836,332
4	EVR	Evercore Inc.	8,701	$2,970,869
5	HOOD	Robinhood Markets, Inc.	25,366	$2,543,702
6	SF	Stifel Financial Corp	34,507	$2,407,553
7	JEF	Jefferies Financial Group Inc.	36,788	$1,838,664
8	HLI	Houlihan Lokey, Inc.	12,196	$1,635,849

All Filings in MS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,034,034	38,433	-0.2%	Shares	Defined	2026-08-12
2026-03-31	$6,335,286	38,496	-0.3%	Shares	Defined	2026-05-08
2025-12-31	$6,851,592	38,594	-0.2%	Shares	Defined	2026-02-05
2025-09-30	$6,146,506	38,667	-1.9%	Shares	Defined	2025-11-07
2025-06-30	$5,550,870	39,407	+0.1%	Shares	Defined	2025-08-12
2025-03-31	$4,591,664	39,356	-0.1%	Shares	Defined	2025-05-14
2024-12-31	$4,951,607	39,386	-0.2%	Shares	Defined	2025-02-11
2024-09-30	$4,115,603	39,482	-0.9%	Shares	Defined	2024-11-13
2024-06-30	$3,870,397	39,823	+0.2%	Shares	Defined	2024-08-15
2024-03-31	$3,743,142	39,753	-0.6%	Shares	Defined	2024-05-15
2023-12-31	$3,730,279	40,003	-0.7%	Shares	Defined	2024-02-13
2023-09-30	$3,288,850	40,270	-2.0%	Shares	Defined	2023-11-14
2023-06-30	$3,509,256	41,092	+0.1%	Shares	Defined	2023-08-14
2023-03-31	$3,605,946	41,070	-0.6%	Shares	Defined	2023-05-15
2022-12-31	$3,512,856	41,318	-16.9%	Shares	Defined	2023-02-21
2022-09-30	$3,929,799	49,738	-22.6%	Shares	Defined	2022-11-14
2022-06-30	$4,888,300	64,269	+0.7%	Shares	Defined	2022-08-04
2022-03-31	$5,579,528	63,839	-11.4%	Shares	Defined	2022-05-09
2021-12-31	$7,072,722	72,053	-1.6%	Shares	Defined	2022-02-03
2021-09-30	$7,124,259	73,212	+8.3%	Shares	Defined	2021-11-15
2021-06-30	$6,197,785	67,595	-0.6%	Shares	Defined	2021-08-13
2021-03-31	$5,283,209	68,030	-13.3%	Shares	Defined	2021-05-14
2020-12-31	$5,375,150	78,435	+19.2%	Shares	Defined	2021-02-12
2020-09-30	$3,180,656	65,784	0.0%	Shares	Defined	2020-11-13
2020-06-30	$3,177,367	65,784	+8.3%	Shares	Defined	2020-08-14
2020-03-31	$2,064,344	60,716	—	Shares	Defined	2020-05-08
No filing history on record for this holder in this stock.