Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$108,886,636
+$26,422,420 QoQ
Shares Held
520,889
+4.0% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#168
of 2,723 holders
Holding Since
Dec 2024
7 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, 2026KLP KAPITALFORVALTNING AS holds $411,730,105 across 36 Capital Markets names. MS ranks #2 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
137,023 | $138,580,951 | |
| 2 | MS |
Morgan Stanley
This page
|
520,889 | $108,886,636 | |
| 3 | SCHW |
Schwab Charles Corp
|
670,072 | $61,827,543 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
296,500 | $29,733,020 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
172,600 | $15,023,104 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
33,780 | $9,515,150 | |
| 7 | IREN |
IREN Ltd
|
142,700 | $6,525,671 | |
| 8 | FUTU |
Futu Holdings Ltd
|
47,900 | $4,490,146 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,886,636 | 520,889 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $82,464,216 | 501,089 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $87,875,397 | 494,989 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $78,826,515 | 495,889 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $70,019,956 | 497,089 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $56,000,316 | 479,989 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $60,796,809 | 483,589 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||