Position in MS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,509,966,113
-$46,334,293 QoQ
Shares Held
9,175,221
+4.7% QoQ
Ownership
0.582%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.95611462655776.ToString("F0")%
Shared 0.22124807674932298.ToString("F0")%
None 1.8226372966929079.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026FRANKLIN RESOURCES INC holds $7,144,819,300 across 37 Capital Markets names. MS ranks #3 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
31,825,622 | $2,990,971,948 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,264,457 | $1,915,707,972 | |
| 3 | MS |
Morgan Stanley
This page
|
9,175,221 | $1,509,966,113 | |
| 4 | TW |
Tradeweb Markets Inc.
|
1,358,032 | $159,786,043 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,238,447 | $155,124,373 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
402,014 | $120,937,869 | |
| 7 | XP |
XP Inc.
|
3,015,296 | $57,411,233 | |
| 8 | EVR |
Evercore Inc.
|
133,903 | $39,971,381 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||