US BANCORP \DE\

Bank

Position in MS — Morgan Stanley

CIK 36104 MINNEAPOLIS, MN

Back to MS Full portfolio

Position in MS

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

Position Value

$118,387,048

-$13,246,473 QoQ

Shares Held

719,372

-3.0% QoQ

Ownership

0.046%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 81.25225891472006.ToString("F0")% Shared 0.04795849713361098.ToString("F0")% None 18.699782588146327.ToString("F0")%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

US BANCORP \DE\ holds $513,754,258 across 41 Capital Markets names. MS ranks #3 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	2,289,327	$215,150,950
2	GS	Goldman Sachs Group Inc	171,624	$145,192,185
3	MS	Morgan Stanley This page	719,372	$118,387,048
4	LPLA	LPL Financial Holdings Inc.	18,839	$5,667,335
5	SF	Stifel Financial Corp	56,286	$4,160,660
6	EVR	Evercore Inc.	12,402	$3,702,119
7	HOOD	Robinhood Markets, Inc.	47,250	$3,274,423
8	IBKR	Interactive Brokers Group, Inc.	44,966	$3,015,867

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	$118,387,048	719,372	-3.0%	Shares	Defined	2026-05-15
2025-12-31	$131,633,521	741,472	-0.3%	Shares	Defined	2026-01-30
2025-09-30	$118,248,593	743,889	-1.5%	Shares	Defined	2025-11-12
2025-06-30	$106,399,162	755,354	+0.3%	Shares	Defined	2025-07-24
2025-03-31	$87,899,292	753,401	-1.0%	Shares	Defined	2025-05-08
2024-12-31	$95,662,733	760,919	-0.0%	Shares	Defined	2025-02-05
2024-09-30	$79,324,552	760,980	-2.3%	Shares	Defined	2024-10-28
2024-06-30	$75,704,010	778,928	-0.6%	Shares	Defined	2024-08-07
2024-03-31	$73,810,703	783,886	+2.3%	Shares	Defined	2024-05-08
2023-12-31	$71,479,015	766,531	+1.1%	Shares	Defined	2024-02-09
2023-09-30	$61,900,794	757,938	+3.8%	Shares	Defined	2023-11-03
2023-06-30	$62,337,046	729,942	+2.6%	Shares	Defined	2023-08-10
2023-03-31	$62,480,498	711,623	+4.7%	Shares	Defined	2023-05-09
2022-12-31	$57,802,461	679,869	+9.8%	Shares	Defined	2023-02-13
2022-09-30	$48,908,137	619,012	+10.5%	Shares	Defined	2022-10-27
2022-06-30	$42,621,513	560,367	+15.8%	Shares	Defined	2022-08-01
2022-03-31	$42,277,389	483,723	+89.5%	Shares	Defined	2022-05-11
2021-12-31	$25,051,020	255,206	+8.2%	Shares	Defined	2022-02-11
2021-09-30	$22,949,588	235,840	+2.4%	Shares	Defined	2021-11-10
2021-06-30	$21,110,521	230,238	-1.5%	Shares	Defined	2021-08-05
2021-03-31	$18,151,858	233,735	-2.4%	Shares	Defined	2021-04-28
2020-12-31	$16,411,221	239,475	+23.3%	Shares	Defined	2021-02-04
2020-09-30	$9,387,151	194,150	+1.2%	Shares	Defined	2020-11-10
2020-06-30	$9,264,518	191,812	+1.2%	Shares	Defined	2020-08-07
2020-03-31	$6,444,054	189,531	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.