LORD, ABBETT & CO. LLC

Position in MS — Morgan Stanley

CIK 728100 JERSEY CITY, NJ

Position in MS

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$353,920,456

-$54,044,194 QoQ

Shares Held

2,150,577

-6.4% QoQ

Ownership

0.136%

of shares outstanding

% of Portfolio

1.23%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

LORD, ABBETT & CO. LLC holds $1,072,661,084 across 15 Capital Markets names. MS ranks #1 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	2,150,577	$353,920,456
2	SCHW	Schwab Charles Corp	3,309,211	$310,999,649
3	IBKR	Interactive Brokers Group, Inc.	1,463,821	$98,178,474
4	CRCL	Circle Internet Group, Inc.	985,107	$93,989,058
5	PIPR	Piper Sandler Companies	519,243	$39,748,051
6	SNEX	StoneX Group Inc.	431,569	$34,806,039
7	MIAX	Miami International Holdings, Inc.	860,687	$33,497,938
8	WULF	Terawulf Inc.	2,188,848	$31,585,076

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$353,920,456	2,150,577	-6.4%	Shares	Sole	2026-05-14
2025-12-31	$407,964,650	2,298,004	-0.0%	Shares	Sole	2026-02-13
2025-09-30	$365,439,025	2,298,937	+0.2%	Shares	Sole	2025-11-13
2025-06-30	$323,327,085	2,295,379	+23.6%	Shares	Sole	2025-08-14
2025-03-31	$216,593,421	1,856,462	-10.2%	Shares	Sole	2025-05-13
2024-12-31	$259,958,158	2,067,755	+6.2%	Shares	Sole	2025-02-14
2024-09-30	$202,981,548	1,947,252	-1.5%	Shares	Sole	2024-12-13
2024-06-30	$192,152,599	1,977,082	+1.4%	Shares	Sole	2024-10-07
2024-03-31	$183,572,264	1,949,578	-30.4%	Shares	Sole	2024-10-07
2023-12-31	$261,025,586	2,799,202	-10.2%	Shares	Sole	2024-10-07
2023-09-30	$254,485,761	3,116,025	-0.2%	Shares	Other	2024-10-07
2023-06-30	$266,716,070	3,123,139	-1.3%	Shares	Other	2024-10-07
2023-03-31	$277,858,815	3,164,679	-11.8%	Shares	Other	2024-10-07
2022-12-31	$304,950,840	3,586,813	-2.9%	Shares	Other	2024-10-07
2022-09-30	$291,802,497	3,693,235	+5.6%	Shares	Other	2022-11-14
2022-06-30	$265,891,079	3,495,807	-12.3%	Shares	Other	2022-08-12
2022-03-31	$348,457,594	3,986,929	+2.3%	Shares	Sole	2022-05-13
2021-12-31	$382,576,440	3,897,478	+7.3%	Shares	Sole	2022-02-11
2021-09-30	$353,507,086	3,632,793	+10.3%	Shares	Sole	2021-11-09
2021-06-30	$301,876,121	3,292,356	+7.7%	Shares	Sole	2021-08-11
2021-03-31	$237,443,197	3,057,471	+21.6%	Shares	Sole	2021-05-11
2020-12-31	$172,348,564	2,514,936	+92.2%	Shares	Sole	2021-02-09
2020-09-30	$63,265,975	1,308,500	+82.0%	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.