Alphinity Investment Management Pty Ltd

Position in MS — Morgan Stanley

CIK 1731012 Sydney, C3

Position in MS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$215,190,374

+$59,695,093 QoQ

Shares Held

1,029,422

+8.9% QoQ

Ownership

0.066%

of shares outstanding

% of Portfolio

3.58%

of 13F equity value

Holder Rank

#108

of 2,723 holders

Holding Since

Jun 2020

15 quarters on record

Voting authority Sole 68% Shared 0% None 32%

Financial Services · as of Jun 30, 2026

Alphinity Investment Management Pty Ltd holds $215,190,374 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley This page	1,029,422	$215,190,374

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$215,190,374	1,029,422	+8.9%	Shares	Sole	2026-07-29
2026-03-31	$155,495,281	944,858	-65.4%	Shares	Defined	2026-05-12
2025-12-31	$485,453,122	2,734,485	-13.2%	Shares	Sole	2026-01-28
2025-09-30	$500,490,964	3,148,534	-24.5%	Shares	Sole	2025-11-05
2025-06-30	$587,629,887	4,171,730	-22.0%	Shares	Defined	2025-08-13
2025-03-31	$624,006,344	5,348,473	-10.4%	Shares	Sole	2025-05-12
2024-12-31	$750,484,282	5,969,490	-0.0%	Shares	Defined	2025-02-05
2024-09-30	$622,444,663	5,971,265	+218.9%	Shares	Defined	2024-11-08
2021-12-31	$183,781,826	1,872,268	+13.4%	Shares	Sole	2022-02-01
2021-09-30	$160,690,435	1,651,325	-15.3%	Shares	Sole	2021-11-15
2021-06-30	$178,785,139	1,949,887	-3.8%	Shares	Sole	2021-08-09
2021-03-31	$157,363,778	2,026,317	+80.6%	Shares	Sole	2021-04-23
2020-12-31	$76,883,053	1,121,889	+10.5%	Shares	Sole	2021-02-10
2020-09-30	$49,072,494	1,014,943	-3.0%	Shares	Sole	2021-02-10
2020-06-30	$50,558,508	1,046,760	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.