Position in MS
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,365,151,430
-$101,556,869 QoQ
Shares Held
8,295,263
+0.4% QoQ
Ownership
0.526%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90.55967242991572.ToString("F0")%
Shared 0.ToString("F0")%
None 9.440327570084275.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Legal & General Group Plc holds $4,968,684,569 across 43 Capital Markets names. MS ranks #2 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,083,178 | $1,762,347,755 | |
| 2 | MS |
Morgan Stanley
This page
|
8,295,263 | $1,365,151,430 | |
| 3 | SCHW |
Schwab Charles Corp
|
10,072,164 | $946,581,971 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
4,228,059 | $293,004,487 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,506,521 | $168,112,361 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
287,069 | $86,358,965 | |
| 7 | XP |
XP Inc.
|
2,816,304 | $53,622,427 | |
| 8 | FUTU |
Futu Holdings Ltd
|
332,856 | $45,521,385 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| 2024-09-30 | $859,914,953 | 8,249,376 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $797,288,347 | 8,203,399 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $783,444,625 | 8,320,355 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $783,177,842 | 8,398,690 | Shares | Defined | 2025-05-29 | |
| 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. | ||||||