Position in MS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$7,171,677,366
+$831,290,535 QoQ
Shares Held
43,578,279
+22.0% QoQ
Ownership
2.76%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 73.59732127099375.ToString("F0")%
Shared 0.6466088300549914.ToString("F0")%
None 25.75606989895126.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $23,441,743,844 across 58 Capital Markets names. MS ranks #1 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
43,578,279 | $7,171,677,366 | |
| 2 | SCHW |
Schwab Charles Corp
|
73,848,142 | $6,940,248,373 | |
| 3 | GS |
Goldman Sachs Group Inc
|
7,215,462 | $6,104,208,689 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
14,268,817 | $988,829,011 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
6,723,652 | $450,955,332 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
790,730 | $237,875,300 | |
| 7 | TW |
Tradeweb Markets Inc.
|
2,008,818 | $236,357,519 | |
| 8 | FIGR |
Figure Technology Solutions, Inc.
|
5,506,637 | $186,950,322 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,171,677,366 | 43,578,279 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $6,340,386,831 | 35,714,453 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $5,947,128,502 | 37,412,736 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $5,515,909,823 | 39,158,809 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $4,501,101,055 | 38,579,764 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $5,158,223,198 | 41,029,456 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $4,273,204,230 | 40,993,901 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $4,820,209,085 | 49,595,731 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $4,734,329,574 | 50,279,626 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $5,589,409,096 | 59,940,044 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $4,305,148,286 | 52,713,950 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,253,891,761 | 49,811,379 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $4,239,452,230 | 48,285,333 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $3,872,558,456 | 45,548,794 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $3,454,510,923 | 43,722,452 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $3,231,736,760 | 42,489,308 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $3,651,197,312 | 41,775,713 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $4,171,062,911 | 42,492,491 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $4,088,310,908 | 42,013,266 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $4,843,771,713 | 52,827,699 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $4,270,667,683 | 54,991,858 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $3,655,852,153 | 53,346,741 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $2,429,679,792 | 50,251,909 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $2,495,812,992 | 51,673,147 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $1,683,366,758 | 49,510,787 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||