UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in MS — Morgan Stanley
CIK 861177
NEW YORK, NY
Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,342,532,336
+$529,325,097 QoQ
Shares Held
11,206,144
+1.7% QoQ
Ownership
0.714%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#17
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $7,121,746,996 across 38 Capital Markets names. MS ranks #2 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,346,727 | $2,373,409,281 | |
| 2 | MS |
Morgan Stanley
This page
|
11,206,144 | $2,342,532,336 | |
| 3 | SCHW |
Schwab Charles Corp
|
11,843,766 | $1,092,824,283 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,938,383 | $394,941,042 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,938,409 | $168,719,114 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
578,032 | $162,820,049 | |
| 7 | FUTU |
Futu Holdings Ltd
|
1,715,691 | $160,828,870 | |
| 8 | TW |
Tradeweb Markets Inc.
|
753,188 | $75,062,709 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,342,532,336 | 11,206,144 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,813,207,239 | 11,017,848 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,628,243,907 | 9,171,655 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,444,657,563 | 9,088,183 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,576,325,376 | 11,190,724 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,126,205,001 | 9,652,910 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $1,157,918,028 | 9,210,293 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $881,263,405 | 8,454,177 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $784,167,496 | 8,068,397 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $560,519,409 | 5,952,840 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $559,432,015 | 5,999,271 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $482,999,640 | 5,914,040 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $506,491,853 | 5,930,818 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $520,725,817 | 5,930,818 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $502,351,121 | 5,908,623 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $424,035,681 | 5,366,861 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $468,806,224 | 6,163,637 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $491,551,054 | 5,624,154 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $563,157,952 | 5,737,143 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $565,325,067 | 5,809,527 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $517,376,406 | 5,642,670 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $518,576,431 | 6,677,523 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $458,329,936 | 6,688,019 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $216,842,251 | 4,484,845 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $215,484,842 | 4,461,384 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $144,109,646 | 4,238,519 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||