FIL Ltd

Position in MS — Morgan Stanley

CIK 318989 HAMILTON, D0

Back to MS Full portfolio

Position in MS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$246,640,070

-$145,153,902 QoQ

Shares Held

1,498,694

-32.1% QoQ

Ownership

0.095%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 81.38659392777978.ToString("F0")% Shared 0.ToString("F0")% None 18.61340607222021.ToString("F0")%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

FIL Ltd holds $663,453,752 across 12 Capital Markets names. MS ranks #1 (37.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	1,498,694	$246,640,070
2	IBKR	Interactive Brokers Group, Inc.	1,512,390	$101,435,995
3	TW	Tradeweb Markets Inc.	787,555	$92,663,720
4	SCHW	Schwab Charles Corp	738,461	$69,400,564
5	FUTU	Futu Holdings Ltd	457,256	$62,534,329
6	GS	Goldman Sachs Group Inc	38,151	$32,275,364
7	HOOD	Robinhood Markets, Inc.	410,126	$28,421,731
8	XP	XP Inc.	1,126,335	$21,445,418

All Filings in MS

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$246,640,070	1,498,694	-32.1%	Shares	Defined	2026-05-15
2025-12-31	$391,793,972	2,206,917	+6.5%	Shares	Defined	2026-02-17
2025-09-30	$329,339,049	2,071,836	-3.8%	Shares	Defined	2025-11-13
2025-06-30	$303,257,633	2,152,901	+32.1%	Shares	Defined	2025-08-14
2025-03-31	$190,198,116	1,630,223	-27.2%	Shares	Defined	2025-05-12
2024-12-31	$281,413,658	2,238,416	+66.4%	Shares	Defined	2025-02-13
2024-09-30	$140,253,564	1,345,487	-3.6%	Shares	Defined	2024-11-13
2024-06-30	$135,643,805	1,395,656	-7.4%	Shares	Defined	2024-08-13
2024-03-31	$141,880,192	1,506,799	-8.9%	Shares	Defined	2024-05-13
2023-12-31	$154,181,040	1,653,416	-1.5%	Shares	Defined	2024-02-13
2023-09-30	$137,157,903	1,679,416	-23.2%	Shares	Defined	2023-11-13
2023-06-30	$186,626,497	2,185,322	-14.2%	Shares	Defined	2023-08-11
2023-03-31	$223,661,281	2,547,395	-11.2%	Shares	Defined	2023-05-11
2022-12-31	$243,994,136	2,869,844	+3.2%	Shares	Defined	2023-02-13
2022-09-30	$219,649,931	2,780,027	-1.0%	Shares	Defined	2022-11-10
2022-06-30	$213,487,412	2,806,829	-19.4%	Shares	Defined	2022-08-12
2022-03-31	$304,517,941	3,484,187	-22.9%	Shares	Defined	2022-05-13
2021-12-31	$443,342,190	4,516,526	-29.6%	Shares	Defined	2022-02-14
2021-09-30	$624,621,404	6,418,882	-13.2%	Shares	Defined	2021-11-15
2021-06-30	$677,689,406	7,391,094	-5.2%	Shares	Defined	2021-08-13
2021-03-31	$605,256,410	7,793,670	-12.3%	Shares	Defined	2021-05-14
2020-12-31	$609,324,898	8,891,360	+18.9%	Shares	Defined	2021-03-23
2020-09-30	$361,517,928	7,477,103	-16.3%	Shares	Defined	2020-11-13
2020-06-30	$431,725,200	8,938,410	+29.6%	Shares	Defined	2020-08-13
2020-03-31	$234,535,502	6,898,103	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.