Position in MS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,190,788,362
-$82,104,753 QoQ
Shares Held
7,235,756
+0.9% QoQ
Ownership
0.459%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 84.22366646968196.ToString("F0")%
Shared 7.709989115166405.ToString("F0")%
None 8.066344415151644.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $5,536,430,534 across 34 Capital Markets names. MS ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,840,675 | $1,557,192,641 | |
| 2 | MS |
Morgan Stanley
This page
|
7,235,756 | $1,190,788,362 | |
| 3 | SCHW |
Schwab Charles Corp
|
5,742,934 | $539,720,934 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
816,367 | $245,587,682 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,221,865 | $223,275,242 | |
| 6 | SF |
Stifel Financial Corp
|
2,616,616 | $193,420,252 | |
| 7 | SNEX |
StoneX Group Inc.
|
2,107,795 | $169,993,665 | |
| 8 | EVR |
Evercore Inc.
|
548,530 | $163,741,687 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,190,788,362 | 7,235,756 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,272,893,115 | 7,170,017 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,296,575,836 | 8,156,617 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,130,237,115 | 8,023,833 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $937,716,572 | 8,037,341 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,003,799,143 | 7,984,403 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $844,559,253 | 8,102,065 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $858,612,612 | 8,834,372 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $808,973,379 | 8,591,476 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $809,753,905 | 8,683,688 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $750,729,585 | 9,192,232 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $832,916,361 | 9,753,119 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $873,388,390 | 9,947,476 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $821,011,951 | 9,656,692 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $754,204,490 | 9,545,684 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $767,695,255 | 10,093,285 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $888,099,105 | 10,161,317 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,035,247,384 | 10,546,530 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,119,617,039 | 11,505,673 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,063,479,576 | 11,598,643 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $965,502,591 | 12,432,431 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $820,105,431 | 11,967,101 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $477,146,955 | 9,868,603 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $496,147,598 | 10,272,207 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $351,618,990 | 10,341,735 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||