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Equibles

WELLS FARGO & COMPANY/MN

Position in MS — Morgan Stanley

CIK 72971 SAN FRANCISCO, CA
Back to MS Full portfolio

Position in MS

as of Mar 31, 2026 · filed May 11, 2026
Position Value
$712,755,300
-$37,374,456 QoQ
Shares Held
4,331,016
+2.5% QoQ
Ownership
0.275%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 96.98779685875093.ToString("F0")% Shared 0.ToString("F0")% None 3.012203141249074.ToString("F0")%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Derivatives in MS

reported options exposure · as of Mar 31, 2026
CallValue
$0
CallShares
0
PutValue
$1,201,361
PutShares
7,300

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Capital Markets

Financial Services · as of Mar 31, 2026

WELLS FARGO & COMPANY/MN holds $3,090,189,447 across 54 Capital Markets names. MS ranks #2 (23.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 1,459,965 $1,235,115,787
2 MS
Morgan Stanley
This page 		4,331,016 $712,755,300
3 SCHW
Schwab Charles Corp
 3,575,897 $336,062,798
4 IBKR
Interactive Brokers Group, Inc.
 2,889,181 $193,777,367
5 HOOD
Robinhood Markets, Inc.
 2,561,107 $177,484,712
6 LPLA
LPL Financial Holdings Inc.
 420,689 $126,555,870
7 MC
Moelis & Co
 927,731 $52,880,667
8 HLI
Houlihan Lokey, Inc.
 346,367 $49,745,227

All Filings in MS

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $712,755,300 4,331,016
2026-03-31 $1,201,361 7,300
2025-12-31 $2,023,842 11,400
2025-12-31 $750,129,756 4,225,369
2025-09-30 $1,859,832 11,700
2025-09-30 $598,433,688 3,764,681
2025-06-30 $578,514,552 4,107,018
2025-06-30 $11,451,918 81,300
2025-03-31 $481,880,231 4,130,284
2025-03-31 $3,208,425 27,500
2025-03-31 $5,821,833 49,900
2024-12-31 $5,066,516 40,300
2024-12-31 $550,749,522 4,380,763
2024-12-31 $8,913,548 70,900
2024-09-30 $17,022,392 163,300
2024-09-30 $13,030,000 125,000
2024-09-30 $452,978,253 4,345,532
2024-06-30 $403,534,724 4,152,019
2024-06-30 $1,350,941 13,900
2024-03-31 $367,827,093 3,906,405
2024-03-31 $1,289,992 13,700
2023-12-31 $452,522,759 4,852,791
2023-09-30 $179,674 2,200
2023-09-30 $402,190,365 4,924,579
2023-06-30 $412,296,510 4,827,828
2023-06-30 $187,880 2,200
2023-03-31 $435,998,994 4,965,820
2023-03-31 $158,040 1,800
2022-12-31 $153,036 1,800
2022-12-31 $414,150,017 4,871,207
2022-09-30 $394,592,136 4,994,205
2022-06-30 $6,084,800 80,000
2022-06-30 $390,110,977 5,128,990
2022-03-31 $21,850,000 250,000
2022-03-31 $516,950,110 5,914,761
2022-03-31 $874,000 10,000
2021-12-31 $549,810,453 5,601,166
2021-09-30 $524,491,458 5,389,903
2021-06-30 $505,636,331 5,514,629
2021-03-31 $706,706 9,100
2021-03-31 $706,706 9,100
2021-03-31 $456,174,683 5,873,998
2020-12-31 $1,370,600 20,000
2020-12-31 $338,648,050 4,941,603
2020-09-30 $201,388,530 4,165,223
2020-09-30 $8,219,500 170,000
2020-06-30 $9,684,150 200,500
2020-06-30 $188,562,715 3,903,990
2020-03-31 $35,700 1,050
2020-03-31 $119,839,052 3,524,678

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