Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$146,768,447
+$42,559,926 QoQ
Shares Held
702,107
+10.9% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#143
of 2,723 holders
Holding Since
Jun 2023
13 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, 2026UniSuper Management Pty Ltd holds $262,024,326 across 8 Capital Markets names. MS ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
702,107 | $146,768,447 | |
| 2 | GS |
Goldman Sachs Group Inc
|
79,705 | $80,611,245 | |
| 3 | SCHW |
Schwab Charles Corp
|
178,691 | $16,487,818 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
86,566 | $8,680,838 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
96,770 | $8,422,860 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,952 | $549,839 | |
| 7 | TW |
Tradeweb Markets Inc.
|
2,792 | $278,250 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
3,593 | $225,029 |
All Filings in MS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,768,447 | 702,107 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $104,208,521 | 633,217 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $110,592,668 | 622,952 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $99,144,941 | 623,710 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $86,013,341 | 610,630 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $96,472,322 | 826,882 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $103,370,127 | 822,225 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $84,339,437 | 809,089 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $78,384,026 | 806,503 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $71,056,054 | 754,631 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $68,725,996 | 737,008 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $60,125,454 | 736,200 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $63,345,023 | 741,745 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||