Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,273,741,221
+$2,102,063,855 QoQ
Shares Held
44,363,477
+1.8% QoQ
Ownership
2.82%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#5
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 66%
Shared 1%
None 33%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $25,828,789,796 across 56 Capital Markets names. MS ranks #1 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
44,363,477 | $9,273,741,221 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,039,070 | $8,130,474,215 | |
| 3 | SCHW |
Schwab Charles Corp
|
49,165,186 | $4,536,471,700 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
15,803,996 | $1,584,824,709 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
5,187,549 | $451,524,257 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
11,265,630 | $345,967,493 | |
| 7 | HUT |
Hut 8 Corp.
|
1,558,892 | $179,966,282 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
2,656,085 | $166,350,596 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,273,741,221 | 44,363,477 | Shares | Other | 2026-08-12 | |
| 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 | 2025-11-07 | |
| 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 | $3,872,555,144 | 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. | ||||||