Position in MS
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$396,925,392
-$33,484,547 QoQ
Shares Held
2,411,894
-0.5% QoQ
Ownership
0.153%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.61843016318296.ToString("F0")%
Shared 0.22314413485833126.ToString("F0")%
None 1.1584257019587096.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026PNC FINANCIAL SERVICES GROUP, INC. holds $613,900,482 across 41 Capital Markets names. MS ranks #1 (64.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,411,894 | $396,925,392 | |
| 2 | GS |
Goldman Sachs Group Inc
|
172,593 | $146,011,948 | |
| 3 | SCHW |
Schwab Charles Corp
|
401,548 | $37,737,478 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
132,619 | $9,190,493 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
57,096 | $3,829,425 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
71,409 | $2,947,047 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
8,940 | $2,689,417 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
16,590 | $2,382,654 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $396,925,392 | 2,411,894 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $430,409,939 | 2,424,435 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $387,921,370 | 2,440,371 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $317,462,798 | 2,253,747 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $262,698,134 | 2,251,634 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $282,675,257 | 2,248,451 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $234,105,629 | 2,245,833 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $216,255,036 | 2,225,075 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $212,749,619 | 2,259,448 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $207,644,435 | 2,226,750 | Shares | Defined | 2024-03-22 | |
| 2023-09-30 | $183,811,969 | 2,250,667 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $192,763,596 | 2,257,185 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $211,918,115 | 2,413,646 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $222,788,954 | 2,620,430 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $213,476,246 | 2,701,889 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $199,311,423 | 2,620,450 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $230,827,067 | 2,641,042 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $265,519,067 | 2,704,962 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $266,583,075 | 2,739,524 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $255,276,417 | 2,784,125 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $212,475,657 | 2,735,973 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $187,368,759 | 2,734,113 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $113,138,028 | 2,339,980 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $114,854,739 | 2,377,945 | Shares | Defined | 2020-08-28 | |
| 2020-03-31 | $80,757,582 | 2,375,223 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||