Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$132,766,320
+$19,604,862 QoQ
Shares Held
635,124
-7.6% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#149
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026STATE OF WISCONSIN INVESTMENT BOARD holds $595,399,083 across 35 Capital Markets names. MS ranks #2 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
157,357 | $159,146,149 | |
| 2 | MS |
Morgan Stanley
This page
|
635,124 | $132,766,320 | |
| 3 | SCHW |
Schwab Charles Corp
|
892,865 | $82,384,653 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
401,312 | $40,243,567 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
254,223 | $22,127,569 | |
| 6 | EVR |
Evercore Inc.
|
52,315 | $17,862,433 | |
| 7 | SF |
Stifel Financial Corp
|
247,132 | $17,242,399 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
50,496 | $14,223,713 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,766,320 | 635,124 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $113,161,458 | 687,619 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $115,582,859 | 651,061 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $105,573,125 | 664,149 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $96,013,274 | 681,622 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $88,466,427 | 758,262 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $91,847,008 | 730,568 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $75,267,534 | 722,060 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $66,740,373 | 686,700 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $65,310,317 | 693,610 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $64,629,430 | 693,077 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $55,681,054 | 681,781 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $71,646,671 | 838,954 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $88,997,943 | 1,013,644 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $56,033,961 | 659,068 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $92,800,484 | 1,174,541 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $101,120,705 | 1,329,486 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $107,830,798 | 1,233,762 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $170,697,000 | 1,738,967 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $192,318,521 | 1,976,349 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $130,156,614 | 1,419,529 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $123,344,892 | 1,588,268 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $102,811,789 | 1,500,245 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $58,121,051 | 1,202,090 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $58,274,433 | 1,206,510 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $41,984,254 | 1,234,831 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||