Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$12,255,179
+$2,664,863 QoQ
Shares Held
58,626
+0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.23%
of 13F equity value
Holder Rank
#511
of 2,723 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NatWest Group plc holds $24,713,233 across 2 Capital Markets names. MS ranks #2 (49.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,318 | $12,458,054 | |
| 2 | MS |
Morgan Stanley
This page
|
58,626 | $12,255,179 |
All Filings in MS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,255,179 | 58,626 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $9,590,316 | 58,275 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $12,339,399 | 69,506 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $8,030,817 | 50,521 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $7,088,919 | 50,326 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $5,860,916 | 50,235 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $8,052,240 | 64,049 | Shares | Defined | 2025-01-28 | |
| 2021-03-31 | $928,037 | 11,950 | Shares | Defined | 2021-04-16 | |
| 2020-12-31 | $1,202,701 | 17,550 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $848,542 | 17,550 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $1,044,729 | 21,630 | Shares | Defined | 2020-07-16 | |
| 2020-03-31 | $882,164 | 25,946 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||