Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$72,657,496
+$10,559,146 QoQ
Shares Held
347,577
-7.9% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#216
of 2,718 holders
Holding Since
Mar 2024
10 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, 2026Resona Asset Management Co.,Ltd. holds $250,978,078 across 11 Capital Markets names. MS ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
82,705 | $83,645,355 | |
| 2 | MS |
Morgan Stanley
This page
|
347,577 | $72,657,496 | |
| 3 | SCHW |
Schwab Charles Corp
|
482,041 | $44,477,923 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
212,349 | $21,294,357 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
120,455 | $10,484,403 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
23,043 | $6,490,752 | |
| 7 | IREN |
IREN Ltd
|
71,566 | $3,272,713 | |
| 8 | TW |
Tradeweb Markets Inc.
|
31,652 | $3,154,438 |
All Filings in MS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,657,496 | 347,577 | Shares | Other | 2026-07-29 | |
| 2026-03-31 | $62,098,350 | 377,337 | Shares | Other | 2026-04-30 | |
| 2025-12-31 | $66,439,359 | 374,243 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $62,011,408 | 390,107 | Shares | Other | 2025-10-31 | |
| 2025-06-30 | $59,364,038 | 421,440 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $46,185,219 | 395,862 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $46,231,895 | 367,737 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $40,498,073 | 388,508 | Shares | Other | 2025-02-20 | |
| 2024-06-30 | $38,558,674 | 396,735 | Shares | Other | 2025-02-20 | |
| 2024-03-31 | $39,605,861 | 420,623 | Shares | Other | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||