Position in MS
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$189,505,646
-$9,349,612 QoQ
Shares Held
1,151,520
+2.8% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Aberdeen Group plc holds $664,192,470 across 10 Capital Markets names. MS ranks #2 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
279,966 | $236,848,434 | |
| 2 | MS |
Morgan Stanley
This page
|
1,151,520 | $189,505,646 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,442,694 | $135,584,381 | |
| 4 | SNEX |
StoneX Group Inc.
|
256,026 | $30,972,745 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
98,444 | $29,614,907 | |
| 6 | PJT |
PJT Partners Inc.
|
131,390 | $18,357,810 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
189,621 | $13,140,735 | |
| 8 | FUTU |
Futu Holdings Ltd
|
52,515 | $7,181,950 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $189,505,646 | 1,151,520 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $198,855,258 | 1,120,122 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $181,223,937 | 1,140,060 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $161,478,945 | 1,146,379 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $123,478,510 | 1,058,357 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $192,674,825 | 1,532,571 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $169,801,955 | 1,628,952 | Shares | Defined | 2024-10-25 | |
| 2024-06-30 | $142,498,130 | 1,466,181 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $135,664,408 | 1,440,786 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $129,163,372 | 1,385,130 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $90,649,370 | 1,109,947 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $90,276,338 | 1,057,100 | Shares | Defined | 2024-06-20 | |
| 2023-03-31 | $86,195,102 | 981,721 | Shares | Defined | 2024-06-20 | |
| 2022-12-31 | $77,198,498 | 908,004 | Shares | Defined | 2024-06-20 | |
| 2022-09-30 | $66,699,924 | 844,196 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $39,426,231 | 518,357 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $43,624,834 | 499,140 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $60,483,737 | 616,175 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $64,192,388 | 659,669 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $60,492,292 | 659,748 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $53,011,026 | 682,604 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $54,237,930 | 791,448 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $26,434,007 | 546,722 | Shares | Defined | 2020-10-21 | |
| 2020-06-30 | $28,412,232 | 588,245 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $21,014,108 | 618,062 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||