Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$56,820,416
+$16,531,870 QoQ
Shares Held
271,816
+11.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#258
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, 2026IFM Investors Pty Ltd holds $201,319,216 across 11 Capital Markets names. MS ranks #2 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
67,415 | $68,181,508 | |
| 2 | MS |
Morgan Stanley
This page
|
271,816 | $56,820,416 | |
| 3 | SCHW |
Schwab Charles Corp
|
377,465 | $34,828,695 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
170,318 | $17,079,489 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
100,680 | $8,763,187 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
20,812 | $5,862,324 | |
| 7 | IREN |
IREN Ltd
|
75,828 | $3,467,614 | |
| 8 | TW |
Tradeweb Markets Inc.
|
27,557 | $2,746,330 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,820,416 | 271,816 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $40,288,546 | 244,811 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $41,471,895 | 233,605 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $37,480,701 | 235,787 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $33,445,094 | 237,435 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $26,406,737 | 226,337 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $28,594,888 | 227,449 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $25,896,447 | 248,431 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $24,317,618 | 250,207 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $23,446,028 | 249,002 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $23,438,667 | 251,353 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $21,087,765 | 258,207 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $21,411,402 | 250,719 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $21,249,795 | 242,025 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $20,233,229 | 237,982 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $18,349,756 | 232,246 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $17,429,757 | 229,158 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $19,005,042 | 217,449 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $18,354,643 | 186,987 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $18,589,615 | 191,035 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $17,477,305 | 190,613 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $11,912,500 | 153,393 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $9,088,996 | 132,628 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $4,761,653 | 98,483 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $4,290,344 | 88,827 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $4,268,836 | 125,554 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||