Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,747,363,683
+$237,397,570 QoQ
Shares Held
8,358,992
-8.9% QoQ
Ownership
0.532%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#25
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $7,978,000,152 across 41 Capital Markets names. MS ranks #3 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
36,476,735 | $3,365,708,333 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,945,312 | $1,967,430,191 | |
| 3 | MS |
Morgan Stanley
This page
|
8,358,992 | $1,747,363,683 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,600,614 | $260,789,568 | |
| 5 | TW |
Tradeweb Markets Inc.
|
1,166,645 | $116,267,840 | |
| 6 | XP |
XP Inc.
|
4,470,393 | $72,688,588 | |
| 7 | HUT |
Hut 8 Corp.
|
590,099 | $68,123,977 | |
| 8 | EVR |
Evercore Inc.
|
117,846 | $40,237,335 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,747,363,683 | 8,358,992 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,509,966,113 | 9,175,221 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,556,300,406 | 8,766,408 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,444,757,865 | 9,088,814 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,355,538,735 | 9,623,305 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $950,502,665 | 8,146,933 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $970,370,946 | 7,718,509 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $818,372,391 | 7,850,848 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $435,540,264 | 4,481,328 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $614,029,878 | 6,521,133 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $785,789,491 | 8,426,697 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $941,931,223 | 11,533,381 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $955,401,823 | 11,187,375 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,018,837,519 | 11,604,072 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $820,744,732 | 9,653,549 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $762,166,011 | 9,646,450 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $790,231,982 | 10,389,587 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $771,128,537 | 8,822,981 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $618,727,311 | 6,303,253 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $480,012,418 | 4,932,817 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $701,474,432 | 7,650,501 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $450,782,202 | 5,804,561 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $643,832,424 | 9,394,899 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $439,638,571 | 9,092,835 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $571,751,007 | 11,837,495 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $343,313,096 | 10,097,444 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||