Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$31,086,755
+$5,673,363 QoQ
Shares Held
148,712
-3.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#355
of 2,718 holders
Holding Since
Mar 2023
14 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, 2026ABN AMRO INVESTMENT SOLUTIONS holds $75,388,214 across 11 Capital Markets names. MS ranks #1 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
148,712 | $31,086,755 | |
| 2 | GS |
Goldman Sachs Group Inc
|
20,524 | $20,757,357 | |
| 3 | SCHW |
Schwab Charles Corp
|
142,245 | $13,124,946 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
46,867 | $4,699,822 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
23,440 | $2,040,217 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
4,570 | $1,287,277 | |
| 7 | IREN |
IREN Ltd
|
19,093 | $873,122 | |
| 8 | TW |
Tradeweb Markets Inc.
|
6,627 | $660,446 |
All Filings in MS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,086,755 | 148,712 | Shares | Defined | 2026-07-23 | |
| 2026-03-31 | $25,413,392 | 154,423 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $30,362,067 | 171,025 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $18,042,595 | 113,504 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $10,479,984 | 74,400 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $8,442,824 | 72,365 | Shares | Defined | 2025-08-27 | |
| 2024-12-31 | $6,537,062 | 51,997 | Shares | Defined | 2025-09-04 | |
| 2024-09-30 | $4,242,463 | 40,699 | Shares | Defined | 2025-09-04 | |
| 2024-06-30 | $3,130,878 | 32,214 | Shares | Defined | 2025-09-04 | |
| 2024-03-31 | $1,931,504 | 20,513 | Shares | Defined | 2025-09-05 | |
| 2023-12-31 | $7,711,215 | 82,694 | Shares | Defined | 2025-09-05 | |
| 2023-09-30 | $7,492,650 | 91,743 | Shares | Defined | 2025-11-07 | |
| 2023-06-30 | $8,101,727 | 94,868 | Shares | Defined | 2025-09-05 | |
| 2023-03-31 | $12,187,693 | 138,812 | Shares | Defined | 2025-09-05 | |
| No filing history on record for this holder in this stock. | ||||||