Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$174,292,953
+$36,728,068 QoQ
Shares Held
833,778
-0.3% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#125
of 2,718 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, 2026STOREBRAND ASSET MANAGEMENT AS holds $584,189,496 across 13 Capital Markets names. MS ranks #2 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
233,364 | $236,017,348 | |
| 2 | MS |
Morgan Stanley
This page
|
833,778 | $174,292,953 | |
| 3 | SCHW |
Schwab Charles Corp
|
997,412 | $92,031,205 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
339,606 | $29,559,306 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
280,533 | $28,131,849 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
21,681 | $6,107,104 | |
| 7 | IREN |
IREN Ltd
|
129,504 | $5,922,217 | |
| 8 | XP |
XP Inc.
|
354,981 | $5,771,991 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,292,953 | 833,778 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $137,564,885 | 835,905 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $145,338,840 | 818,672 | Shares | Sole | 2026-05-20 | |
| 2025-09-30 | $132,158,867 | 831,397 | Shares | Sole | 2026-06-03 | |
| 2025-06-30 | $114,396,209 | 812,127 | Shares | Sole | 2026-06-03 | |
| 2025-03-31 | $93,550,206 | 801,836 | Shares | Sole | 2026-06-03 | |
| 2024-12-31 | $99,334,263 | 790,123 | Shares | Sole | 2026-06-17 | |
| 2024-09-30 | $81,745,529 | 784,205 | Shares | Sole | 2026-06-17 | |
| 2024-06-30 | $74,227,890 | 763,740 | Shares | Sole | 2026-06-17 | |
| 2024-03-31 | $72,234,938 | 767,151 | Shares | Sole | 2026-06-17 | |
| 2023-12-31 | $71,373,363 | 765,398 | Shares | Sole | 2026-06-18 | |
| 2023-09-30 | $61,087,118 | 747,975 | Shares | Sole | 2026-06-18 | |
| 2023-06-30 | $65,749,033 | 769,895 | Shares | Sole | 2026-06-18 | |
| 2023-03-31 | $66,861,017 | 761,515 | Shares | Sole | 2026-06-18 | |
| 2022-12-31 | $66,645,732 | 783,883 | Shares | Sole | 2026-06-18 | |
| 2022-09-30 | $61,018,158 | 772,284 | Shares | Sole | 2026-06-18 | |
| 2022-06-30 | $58,805,712 | 773,149 | Shares | Sole | 2026-06-18 | |
| 2022-03-31 | $66,866,069 | 765,058 | Shares | Sole | 2026-06-18 | |
| 2021-12-31 | $78,879,412 | 803,580 | Shares | Sole | 2026-06-18 | |
| 2021-09-30 | $75,982,567 | 780,830 | Shares | Sole | 2026-06-18 | |
| 2021-06-30 | $77,772,374 | 848,210 | Shares | Sole | 2026-06-18 | |
| 2021-03-31 | $65,303,983 | 840,896 | Shares | Sole | 2026-06-18 | |
| 2020-12-31 | $43,191,923 | 630,263 | Shares | Sole | 2026-06-18 | |
| 2020-09-30 | $25,491,570 | 527,230 | Shares | Sole | 2026-06-18 | |
| 2020-06-30 | $24,781,570 | 513,076 | Shares | Sole | 2026-06-18 | |
| 2020-03-31 | $16,738,574 | 492,311 | Shares | Sole | 2026-06-18 | |
| No filing history on record for this holder in this stock. | ||||||