Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$447,494,854
+$93,574,398 QoQ
Shares Held
2,140,714
-0.5% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#60
of 2,723 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LORD, ABBETT & CO. LLC holds $1,043,423,656 across 13 Capital Markets names. MS ranks #1 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,140,714 | $447,494,854 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,213,960 | $204,282,089 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
1,471,381 | $128,069,002 | |
| 4 | WULF |
Terawulf Inc.
|
2,291,387 | $56,597,258 | |
| 5 | SNEX |
StoneX Group Inc.
|
638,122 | $50,411,677 | |
| 6 | HUT |
Hut 8 Corp.
|
346,990 | $40,058,260 | |
| 7 | MIAX |
Miami International Holdings, Inc.
|
1,000,866 | $37,192,180 | |
| 8 | EVR |
Evercore Inc.
|
91,374 | $31,198,738 |
All Filings in MS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,494,854 | 2,140,714 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $353,920,456 | 2,150,577 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $407,964,650 | 2,298,004 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $365,439,025 | 2,298,937 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $323,327,085 | 2,295,379 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $216,593,421 | 1,856,462 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $259,958,158 | 2,067,755 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $202,981,548 | 1,947,252 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $192,152,599 | 1,977,082 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $183,572,264 | 1,949,578 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $261,025,586 | 2,799,202 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $254,485,761 | 3,116,025 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $266,716,070 | 3,123,139 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $277,858,815 | 3,164,679 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $304,950,840 | 3,586,813 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $291,802,497 | 3,693,235 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $265,891,079 | 3,495,807 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $348,457,594 | 3,986,929 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $382,576,440 | 3,897,478 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $353,507,086 | 3,632,793 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $301,876,121 | 3,292,356 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $237,443,197 | 3,057,471 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $172,348,564 | 2,514,936 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $63,265,975 | 1,308,500 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $34,727,700 | 719,000 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||