Treasurer of the State of North Carolina

Position in MS — Morgan Stanley

CIK 1761054 RALEIGH, NC

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$99,796,323

+$19,862,535 QoQ

Shares Held

477,403

-1.7% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#177

of 2,722 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Treasurer of the State of North Carolina holds $494,682,531 across 21 Capital Markets names. MS ranks #2 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	122,832	$124,228,599
2	MS	Morgan Stanley This page	477,403	$99,796,323
3	SCHW	Schwab Charles Corp	1,042,577	$96,198,579
4	IBKR	Interactive Brokers Group, Inc.	586,375	$51,038,080
5	HOOD	Robinhood Markets, Inc.	327,244	$32,816,028
6	EVR	Evercore Inc.	63,330	$21,623,395
7	SF	Stifel Financial Corp	162,693	$11,351,090
8	LPLA	LPL Financial Holdings Inc.	34,094	$9,603,597

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$99,796,323	477,403	-1.7%	Shares	Sole	2026-08-14
2026-03-31	$79,933,788	485,713	+0.7%	Shares	Sole	2026-05-14
2025-12-31	$85,671,539	482,575	-6.8%	Shares	Sole	2026-02-13
2025-09-30	$82,314,256	517,830	-3.8%	Shares	Sole	2025-11-13
2025-06-30	$75,783,525	538,006	+2.5%	Shares	Sole	2025-08-14
2025-03-31	$61,260,150	525,072	+0.4%	Shares	Sole	2025-05-15
2024-12-31	$65,761,240	523,077	+0.7%	Shares	Sole	2025-02-13
2024-09-30	$54,137,773	519,357	-0.2%	Shares	Sole	2024-11-14
2024-06-30	$50,588,075	520,507	-1.1%	Shares	Sole	2024-08-14
2024-03-31	$49,579,383	526,544	-2.2%	Shares	Sole	2024-05-09
2023-12-31	$50,217,363	538,524	+0.8%	Shares	Sole	2024-05-09
2023-09-30	$43,646,408	534,424	+0.9%	Shares	Sole	2023-11-13
2023-06-30	$45,233,305	529,664	-2.3%	Shares	Sole	2023-08-14
2023-03-31	$47,577,854	541,889	+1.1%	Shares	Sole	2023-05-04
2022-12-31	$45,551,080	535,769	-1.3%	Shares	Sole	2023-02-09
2022-09-30	$42,890,815	542,853	-2.6%	Shares	Sole	2022-11-08
2022-06-30	$42,376,296	557,143	-1.1%	Shares	Sole	2022-08-02
2022-03-31	$49,256,804	563,579	-1.0%	Shares	Sole	2022-05-10
2021-12-31	$55,879,739	569,272	-1.0%	Shares	Sole	2022-02-14
2021-09-30	$55,953,444	575,002	-1.7%	Shares	Sole	2021-11-03
2021-06-30	$53,606,741	584,652	-1.2%	Shares	Sole	2021-08-13
2021-03-31	$45,946,917	591,642	+5.3%	Shares	Sole	2021-05-03
2020-12-31	$38,500,291	561,802	+21.3%	Shares	Sole	2021-02-02
2020-09-30	$22,384,212	462,962	+0.5%	Shares	Sole	2020-11-04
2020-06-30	$22,258,185	460,832	-17.8%	Shares	Sole	2020-08-07
2020-03-31	$19,053,328	560,392	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.