Position in MS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$71,158,093
-$5,603,748 QoQ
Shares Held
432,388
0.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 96.69371027873113.ToString("F0")%
Shared 0.ToString("F0")%
None 3.3062897212688602.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026PRIMECAP MANAGEMENT CO/CA/ holds $3,110,843,826 across 8 Capital Markets names. MS ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
23,441,915 | $2,203,071,171 | |
| 2 | MKTX |
Marketaxess Holdings Inc
|
3,347,125 | $552,208,682 | |
| 3 | GS |
Goldman Sachs Group Inc
|
153,630 | $129,969,443 | |
| 4 | EVR |
Evercore Inc.
|
353,950 | $105,657,614 | |
| 5 | MS |
Morgan Stanley
This page
|
432,388 | $71,158,093 | |
| 6 | TW |
Tradeweb Markets Inc.
|
328,082 | $38,602,128 | |
| 7 | GLXY |
Galaxy Digital Inc.
|
290,700 | $5,363,415 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
16,000 | $4,813,280 |
All Filings in MS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $71,158,093 | 432,388 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $76,761,841 | 432,388 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $84,085,230 | 528,971 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $89,556,111 | 635,781 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $134,187,417 | 1,150,145 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $148,298,683 | 1,179,595 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $151,242,545 | 1,450,907 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $146,358,518 | 1,505,901 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $147,710,110 | 1,568,714 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $165,071,523 | 1,770,204 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $207,704,205 | 2,543,213 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $223,683,352 | 2,619,243 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $238,846,993 | 2,720,353 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $301,969,189 | 3,551,743 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $414,720,408 | 5,248,961 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $612,222,456 | 8,049,204 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $732,863,333 | 8,385,164 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $864,085,890 | 8,802,831 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $955,003,745 | 9,814,035 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $920,931,884 | 10,043,973 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $903,622,870 | 11,635,628 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $827,361,045 | 12,072,976 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||