Position in MS
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$40,820,495
+$11,566,697 QoQ
Shares Held
195,276
+9.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#304
of 2,723 holders
Holding Since
Dec 2023
9 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, 2026Rakuten Investment Management, Inc. holds $133,409,854 across 5 Capital Markets names. MS ranks #2 (30.6% of the industry book) .
All Filings in MS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,820,495 | 195,276 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $29,253,798 | 177,759 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $28,128,740 | 158,445 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $707,720 | 27,940 | Shares | Sole | 2025-10-30 | |
| 2025-03-31 | $13,101,457 | 112,295 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $7,306,807 | 70,096 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $5,145,141 | 52,939 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $3,154,265 | 33,499 | Shares | Sole | 2025-05-15 | |
| 2023-12-31 | $290,007 | 3,110 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||