Position in MS
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$296,186,832
+$23,977,065 QoQ
Shares Held
1,799,762
+17.4% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92.45611364169262.ToString("F0")%
Shared 0.ToString("F0")%
None 7.543886358307376.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026FIFTH THIRD BANCORP holds $666,083,575 across 40 Capital Markets names. MS ranks #1 (44.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,799,762 | $296,186,832 | |
| 2 | GS |
Goldman Sachs Group Inc
|
293,126 | $247,981,664 | |
| 3 | SCHW |
Schwab Charles Corp
|
479,557 | $45,068,766 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
318,274 | $21,346,637 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
141,072 | $9,776,289 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
76,323 | $7,281,977 | |
| 7 | EVR |
Evercore Inc.
|
20,929 | $6,247,515 | |
| 8 | SF |
Stifel Financial Corp
|
73,993 | $5,469,562 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $296,186,832 | 1,799,762 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $272,209,767 | 1,533,317 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $243,437,066 | 1,531,436 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $213,140,196 | 1,513,135 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $176,689,831 | 1,514,441 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $189,376,687 | 1,506,337 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $157,870,854 | 1,514,494 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $148,326,226 | 1,526,147 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $151,784,225 | 1,611,982 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $165,525,930 | 1,775,077 | Shares | Defined | 2024-01-19 | |
| 2023-09-30 | $150,787,566 | 1,846,303 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $153,542,453 | 1,797,921 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $162,592,430 | 1,851,850 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $161,308,531 | 1,897,301 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $149,841,200 | 1,896,484 | Shares | Defined | 2022-10-25 | |
| 2022-06-30 | $143,418,051 | 1,885,591 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $163,918,700 | 1,875,500 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $173,806,513 | 1,770,645 | Shares | Defined | 2022-02-01 | |
| 2021-09-30 | $166,944,257 | 1,715,592 | Shares | Defined | 2021-10-15 | |
| 2021-06-30 | $156,749,006 | 1,709,554 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $130,442,861 | 1,679,666 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $106,662,353 | 1,556,433 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $54,120,959 | 1,119,358 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $51,623,957 | 1,068,819 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $35,279,556 | 1,037,634 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||