Position in MS
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$107,449,234
-$9,033,879 QoQ
Shares Held
652,909
-0.5% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026ROYAL LONDON ASSET MANAGEMENT LTD holds $506,738,367 across 10 Capital Markets names. MS ranks #3 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
254,681 | $215,457,579 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,333,901 | $125,360,015 | |
| 3 | MS |
Morgan Stanley
This page
|
652,909 | $107,449,234 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
412,601 | $28,593,249 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
64,965 | $19,543,420 | |
| 6 | XP |
XP Inc.
|
388,600 | $7,398,944 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
22,659 | $1,519,739 | |
| 8 | TW |
Tradeweb Markets Inc.
|
5,135 | $604,184 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $107,449,234 | 652,909 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $116,483,113 | 656,132 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $103,078,724 | 648,457 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $90,003,623 | 638,958 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $77,516,364 | 664,407 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $75,591,915 | 601,272 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $62,224,191 | 596,932 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $57,126,143 | 587,778 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $55,514,287 | 589,574 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $55,071,771 | 590,582 | Shares | Sole | 2024-03-01 | |
| 2023-09-30 | $47,603,401 | 582,875 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $46,541,804 | 544,986 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $39,286,724 | 447,457 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $37,156,715 | 437,035 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $34,172,615 | 432,510 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $36,346,716 | 477,869 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $41,990,193 | 480,437 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $46,417,017 | 472,871 | Shares | Sole | 2022-10-18 | |
| 2021-09-30 | $47,724,132 | 490,434 | Shares | Sole | 2022-10-18 | |
| 2021-06-30 | $45,548,016 | 496,761 | Shares | Sole | 2022-10-18 | |
| 2021-03-31 | $38,742,787 | 498,877 | Shares | Sole | 2022-10-17 | |
| 2020-12-31 | $32,846,291 | 479,298 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $19,876,975 | 411,106 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $19,870,523 | 411,398 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $15,971,126 | 469,739 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||