CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in MS — Morgan Stanley
CIK 884546
SAN FRANCISCO, CA
Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,644,243,061
-$105,812,171 QoQ
Shares Held
9,991,147
+1.4% QoQ
Ownership
0.633%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.45419149573117.ToString("F0")%
Shared 0.ToString("F0")%
None 1.5458085042688292.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $6,371,999,400 across 51 Capital Markets names. MS ranks #1 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
9,991,147 | $1,644,243,061 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,923,317 | $1,627,106,948 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,590,282 | $901,294,702 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
5,776,026 | $400,278,601 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,592,551 | $240,952,395 | |
| 6 | MC |
Moelis & Co
|
2,703,182 | $154,081,374 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
440,464 | $132,504,785 | |
| 8 | TW |
Tradeweb Markets Inc.
|
989,492 | $116,423,628 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,644,243,061 | 9,991,147 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,750,055,232 | 9,857,800 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,697,847,467 | 10,680,973 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,546,659,702 | 10,980,120 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,277,734,838 | 10,951,700 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $1,385,395,928 | 11,019,694 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $1,143,720,757 | 10,971,995 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,064,849,890 | 10,956,373 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,023,841,038 | 10,873,418 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $822,557,131 | 8,820,988 | Shares | Other | 2024-02-06 | |
| 2023-09-30 | $689,113,246 | 8,437,777 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $722,261,874 | 8,457,399 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $741,081,343 | 8,440,562 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $716,423,069 | 8,426,524 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $662,538,749 | 8,385,505 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $534,017,183 | 7,020,999 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $618,302,385 | 7,074,398 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $687,768,543 | 7,006,607 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $689,444,853 | 7,085,036 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $656,604,009 | 7,161,130 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $551,773,368 | 7,104,988 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $451,109,073 | 6,582,651 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $261,439,522 | 5,407,229 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $272,461,362 | 5,641,022 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $197,048,258 | 5,795,537 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||