Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$151,583,890
+$33,196,842 QoQ
Shares Held
725,143
+0.8% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#141
of 2,731 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026US BANCORP \DE\ holds $577,498,306 across 40 Capital Markets names. MS ranks #3 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,289,104 | $211,215,625 | |
| 2 | GS |
Goldman Sachs Group Inc
|
172,070 | $174,026,433 | |
| 3 | MS |
Morgan Stanley
This page
|
725,143 | $151,583,890 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
56,938 | $5,709,740 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
18,563 | $5,228,824 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
45,693 | $3,977,117 | |
| 7 | EVR |
Evercore Inc.
|
11,540 | $3,940,217 | |
| 8 | SF |
Stifel Financial Corp
|
52,765 | $3,681,412 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,583,890 | 725,143 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $118,387,048 | 719,372 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $131,633,521 | 741,472 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $118,248,593 | 743,889 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $106,399,162 | 755,354 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $87,899,292 | 753,401 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $95,662,733 | 760,919 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $79,324,552 | 760,980 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $75,704,010 | 778,928 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $73,810,703 | 783,886 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $71,479,015 | 766,531 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $61,900,794 | 757,938 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $62,337,046 | 729,942 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $62,480,498 | 711,623 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $57,802,461 | 679,869 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $48,908,137 | 619,012 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $42,621,513 | 560,367 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $42,277,389 | 483,723 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $25,051,020 | 255,206 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $22,949,588 | 235,840 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $21,110,521 | 230,238 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $18,151,858 | 233,735 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $16,411,221 | 239,475 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $9,387,151 | 194,150 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $9,264,518 | 191,812 | 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. | ||||||