Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$371,118,953
+$45,751,229 QoQ
Shares Held
1,775,349
-10.2% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#71
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Thrivent Financial for Lutherans holds $882,085,720 across 24 Capital Markets names. MS ranks #1 (42.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,775,349 | $371,118,953 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
1,891,980 | $189,727,753 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,978,758 | $182,579,998 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
345,248 | $46,308,113 | |
| 5 | GS |
Goldman Sachs Group Inc
|
18,450 | $18,659,774 | |
| 6 | BGC |
BGC Group, Inc.
|
982,949 | $10,507,724 | |
| 7 | SNEX |
StoneX Group Inc.
|
118,388 | $9,352,612 | |
| 8 | EVR |
Evercore Inc.
|
20,661 | $7,054,491 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,118,953 | 1,775,349 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $325,367,724 | 1,977,078 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $249,695,054 | 1,406,495 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,189,795 | 57,812 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,563,548 | 67,894 | Shares | Defined | 2025-08-26 | |
| 2025-03-31 | $6,172,014 | 60,343 | Shares | Defined | 2025-08-26 | |
| 2024-12-31 | $8,342,904 | 66,361 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,970,631 | 66,871 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,450,887 | 66,374 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $61,899,558 | 657,387 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $61,414,355 | 658,599 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $55,405,253 | 678,404 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $58,006,412 | 679,232 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $76,414,884 | 870,329 | Shares | Defined | 2023-05-17 | |
| 2022-12-31 | $125,697,987 | 1,478,452 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $119,348,948 | 1,510,555 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $114,677,030 | 1,507,718 | Shares | Defined | 2022-08-16 | |
| 2022-03-31 | $135,858,579 | 1,554,446 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $144,493,480 | 1,472,020 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $148,771,613 | 1,528,842 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $139,515,227 | 1,521,597 | Shares | Sole | 2021-09-24 | |
| 2021-03-31 | $117,291,060 | 1,510,315 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $98,202,186 | 1,432,981 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $68,567,600 | 1,418,151 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $70,922,898 | 1,468,383 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $46,563,578 | 1,369,517 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||