Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$230,115,822
+$57,057,802 QoQ
Shares Held
1,100,822
+4.7% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#99
of 2,731 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Russell Investments Group, Ltd. holds $1,119,691,007 across 48 Capital Markets names. MS ranks #1 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,100,822 | $230,115,822 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,223,546 | $205,166,576 | |
| 3 | GS |
Goldman Sachs Group Inc
|
201,559 | $203,850,719 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
1,406,208 | $122,396,337 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
541,932 | $54,344,935 | |
| 6 | SNEX |
StoneX Group Inc.
|
473,961 | $37,442,916 | |
| 7 | XP |
XP Inc.
|
1,901,484 | $30,918,123 | |
| 8 | SF |
Stifel Financial Corp
|
401,003 | $27,977,971 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,115,822 | 1,100,822 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $173,058,020 | 1,051,577 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $164,176,543 | 924,782 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $120,553,987 | 758,392 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $105,727,116 | 750,583 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $98,002,444 | 839,997 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $108,020,756 | 859,217 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $97,612,417 | 936,420 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $84,354,988 | 867,939 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $83,492,139 | 886,705 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $86,483,775 | 927,440 | Shares | Defined | 2024-02-05 | |
| 2023-09-30 | $98,452,283 | 1,205,489 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $88,310,172 | 1,034,077 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $85,014,630 | 968,276 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $85,678,562 | 1,007,746 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $75,836,402 | 959,833 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $67,015,397 | 881,086 | Shares | Defined | 2022-07-29 | |
| 2022-03-31 | $62,973,096 | 720,516 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $106,562,491 | 1,085,600 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $120,609,416 | 1,239,435 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $121,519,779 | 1,325,333 | Shares | Defined | 2021-08-04 | |
| 2021-03-31 | $129,285,646 | 1,664,765 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $149,144,370 | 2,176,337 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $91,857,503 | 1,899,845 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $100,027,994 | 2,070,973 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $44,711,598 | 1,315,047 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||