Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,471,202,874
+$1,258,199,684 QoQ
Shares Held
26,172,995
+2.2% QoQ
Ownership
1.67%
of shares outstanding
% of Portfolio
1.82%
of 13F equity value
Holder Rank
#8
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Fisher Asset Management, LLC holds $15,222,784,809 across 15 Capital Markets names. MS ranks #2 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,964,113 | $7,043,294,964 | |
| 2 | MS |
Morgan Stanley
This page
|
26,172,995 | $5,471,202,874 | |
| 3 | SCHW |
Schwab Charles Corp
|
21,952,062 | $2,025,516,760 | |
| 4 | EVR |
Evercore Inc.
|
423,875 | $144,727,880 | |
| 5 | NMR |
Nomura Holdings Inc
|
13,163,419 | $115,574,818 | |
| 6 | SF |
Stifel Financial Corp
|
1,652,113 | $115,267,924 | |
| 7 | LAZ |
Lazard, Inc.
|
2,148,377 | $90,102,931 | |
| 8 | PIPR |
Piper Sandler Companies
|
1,061,539 | $76,791,731 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,471,202,874 | 26,172,995 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $4,213,003,190 | 25,600,068 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $4,441,505,012 | 25,018,335 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $3,893,589,448 | 24,494,146 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,387,004,899 | 24,045,186 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,717,948,520 | 23,296,036 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,870,682,559 | 22,833,937 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $2,335,495,219 | 22,404,981 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,120,113,253 | 21,814,109 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,956,934,530 | 20,783,077 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $1,886,292,145 | 20,228,334 | Shares | Defined | 2024-03-05 | |
| 2023-09-30 | $1,611,616,895 | 19,733,279 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,700,820,251 | 19,915,928 | Shares | Defined | 2023-12-12 | |
| 2023-03-31 | $1,696,615,943 | 19,323,644 | Shares | Defined | 2023-12-12 | |
| 2022-12-31 | $1,613,107,330 | 18,973,269 | Shares | Defined | 2023-02-03 | |
| 2022-09-30 | $1,455,082,608 | 18,416,436 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $829,200,871 | 10,901,931 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $941,234,722 | 10,769,276 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $1,025,582,453 | 10,448,069 | Shares | Defined | 2022-02-02 | |
| 2021-09-30 | $970,553,494 | 9,973,831 | Shares | Defined | 2021-10-26 | |
| 2021-06-30 | $893,271,211 | 9,742,297 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $738,296,457 | 9,506,779 | Shares | Defined | 2021-04-27 | |
| 2020-12-31 | $635,292,493 | 9,270,283 | Shares | Defined | 2021-01-29 | |
| 2020-09-30 | $429,257,005 | 8,878,118 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $408,724,453 | 8,462,204 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $18,868,266 | 554,949 | Shares | Defined | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||