Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,566,638,155
+$201,486,725 QoQ
Shares Held
7,494,442
-9.7% QoQ
Ownership
0.477%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#26
of 2,722 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Legal & General Group Plc holds $5,521,866,523 across 46 Capital Markets names. MS ranks #2 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,948,308 | $1,970,460,261 | |
| 2 | MS |
Morgan Stanley
This page
|
7,494,442 | $1,566,638,155 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,403,634 | $867,673,308 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
4,240,596 | $425,246,966 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,286,593 | $199,025,053 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
283,459 | $79,844,729 | |
| 7 | IREN |
IREN Ltd
|
1,321,600 | $60,436,767 | |
| 8 | XP |
XP Inc.
|
2,806,911 | $45,640,371 |
All Filings in MS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,566,638,155 | 7,494,442 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,365,151,430 | 8,295,263 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $1,466,708,299 | 8,261,749 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $1,337,065,810 | 8,411,335 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,146,093,443 | 8,136,401 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $958,043,054 | 8,211,563 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,010,809,416 | 8,040,164 | Shares | Defined | 2025-02-13 | |
| 2023-09-30 | $691,324,053 | 8,464,847 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $754,814,133 | 8,838,573 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $762,791,122 | 8,687,826 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $740,611,515 | 8,711,027 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $738,768,387 | 9,350,315 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $757,216,014 | 9,955,509 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $855,583,771 | 9,789,288 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $915,515,939 | 9,326,772 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $938,320,237 | 9,642,588 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $865,412,579 | 9,438,462 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $718,184,535 | 9,247,805 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $617,656,022 | 9,012,929 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $382,100,572 | 7,902,804 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $375,712,802 | 7,778,733 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $254,138,236 | 7,474,654 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||