Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$33,181,546
+$8,031,630 QoQ
Shares Held
158,733
+3.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#345
of 2,716 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, 2026NISSAY ASSET MANAGEMENT CORP /JAPAN holds $130,656,259 across 10 Capital Markets names. MS ranks #2 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
53,153 | $53,757,349 | |
| 2 | MS |
Morgan Stanley
This page
|
158,733 | $33,181,546 | |
| 3 | SCHW |
Schwab Charles Corp
|
219,725 | $20,274,025 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
100,055 | $10,033,515 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
57,106 | $4,970,506 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
10,760 | $3,030,876 | |
| 7 | IREN |
IREN Ltd
|
42,578 | $1,947,091 | |
| 8 | TW |
Tradeweb Markets Inc.
|
15,817 | $1,576,322 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,181,546 | 158,733 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $25,149,916 | 152,822 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,925,264 | 151,666 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,763,884 | 149,496 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,027,862 | 149,282 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,411,364 | 149,236 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,605,679 | 147,993 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,480,265 | 148,506 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,102,366 | 145,101 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,375,239 | 142,048 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,474,998 | 144,504 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,488,192 | 140,666 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,606,970 | 135,913 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,238,178 | 139,387 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,448,628 | 146,420 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,751,157 | 148,730 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,074,183 | 145,598 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,299,395 | 152,167 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $14,826,577 | 151,045 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,734,193 | 151,415 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $13,525,283 | 147,511 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $10,590,338 | 136,368 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $9,269,025 | 135,255 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $5,894,445 | 121,912 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $6,874,104 | 142,321 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $4,612,100 | 135,650 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||