Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$131,994,127
+$24,544,893 QoQ
Shares Held
631,430
-3.3% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026ROYAL LONDON ASSET MANAGEMENT LTD holds $577,955,781 across 11 Capital Markets names. MS ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
249,777 | $252,616,964 | |
| 2 | MS |
Morgan Stanley
This page
|
631,430 | $131,994,127 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,311,331 | $120,996,511 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
410,230 | $41,137,864 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
63,710 | $17,945,832 | |
| 6 | XP |
XP Inc.
|
385,600 | $6,269,856 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
47,704 | $4,152,156 | |
| 8 | IREN |
IREN Ltd
|
34,115 | $1,560,078 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,994,127 | 631,430 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||