Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$47,872,040
+$9,642,924 QoQ
Shares Held
229,009
-1.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#277
of 2,718 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TCW GROUP INC holds $66,420,709 across 6 Capital Markets names. MS ranks #1 (72.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
229,009 | $47,872,040 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
76,642 | $6,670,919 | |
| 3 | GS |
Goldman Sachs Group Inc
|
4,965 | $5,021,452 | |
| 4 | SCHW |
Schwab Charles Corp
|
40,500 | $3,736,934 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
6,419 | $1,808,103 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
13,076 | $1,311,261 |
All Filings in MS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,872,040 | 229,009 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $38,229,116 | 232,297 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $97,247,204 | 547,779 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $87,343,114 | 549,466 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $90,423,948 | 641,942 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $74,743,351 | 640,639 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $87,910,840 | 699,259 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $77,039,092 | 739,055 | Shares | Defined | 2024-11-19 | |
| 2024-06-30 | $73,701,410 | 758,323 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $57,747,856 | 613,295 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $43,549,334 | 467,017 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $36,719,893 | 449,613 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $46,614,138 | 545,833 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $49,010,135 | 558,202 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $45,750,281 | 538,112 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $40,016,984 | 506,480 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $39,571,127 | 520,262 | Shares | Defined | 2022-07-19 | |
| 2022-03-31 | $54,801,285 | 627,017 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $62,575,625 | 637,486 | Shares | Defined | 2022-01-26 | |
| 2021-09-30 | $50,538,532 | 519,356 | Shares | Defined | 2021-10-26 | |
| 2021-06-30 | $40,045,606 | 436,750 | Shares | Defined | 2021-07-23 | |
| 2021-03-31 | $27,811,909 | 358,124 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $15,127,585 | 220,744 | Shares | Defined | 2021-02-02 | |
| 2020-09-30 | $947,755 | 19,602 | Shares | Defined | 2020-10-30 | |
| No filing history on record for this holder in this stock. | ||||||