Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$30,148,793
+$5,375,414 QoQ
Shares Held
144,225
-4.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#365
of 2,723 holders
Holding Since
Jun 2020
16 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, 2026Perpetual Ltd holds $163,830,635 across 9 Capital Markets names. MS ranks #4 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
455,719 | $42,049,191 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
121,468 | $34,215,105 | |
| 3 | GS |
Goldman Sachs Group Inc
|
29,989 | $30,329,973 | |
| 4 | MS |
Morgan Stanley
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|
144,225 | $30,148,793 | |
| 5 | SNEX |
StoneX Group Inc.
|
328,686 | $25,966,193 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
7,049 | $352,309 | |
| 7 | TW |
Tradeweb Markets Inc.
|
2,786 | $277,652 | |
| 8 | MKTX |
Marketaxess Holdings Inc
|
2,194 | $248,997 |
All Filings in MS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,148,793 | 144,225 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $24,773,379 | 150,534 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $29,735,918 | 167,498 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $34,276,702 | 215,631 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $750,783 | 5,330 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $849,824 | 7,284 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $949,437 | 7,552 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $818,492 | 7,852 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $789,571 | 8,124 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $770,699 | 8,185 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $767,634 | 8,232 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $823,805 | 10,087 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,046,235 | 12,251 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,080,993 | 12,312 | Shares | Sole | 2023-05-08 | |
| 2020-09-30 | $265,925 | 5,500 | Shares | Sole | 2020-12-08 | |
| 2020-06-30 | $265,650 | 5,500 | Shares | Sole | 2020-12-08 | |
| No filing history on record for this holder in this stock. | ||||||