MORGAN STANLEY

Position in MS — Morgan Stanley

CIK 895421 NEW YORK, NY

Back to MS Full portfolio

Position in MS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,008,385,555

-$73,612,567 QoQ

Shares Held

6,127,396

+0.5% QoQ

Ownership

0.388%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 87.83021368294133.ToString("F0")% Shared 0.ToString("F0")% None 12.169786317058666.ToString("F0")%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

MORGAN STANLEY holds $13,650,547,346 across 77 Capital Markets names. MS ranks #3 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,816,599	$5,766,774,576
2	SCHW	Schwab Charles Corp	22,033,942	$2,070,749,858
3	MS	Morgan Stanley This page	6,127,396	$1,008,385,555
4	HOOD	Robinhood Markets, Inc.	11,420,694	$791,454,086
5	CRCL	Circle Internet Group, Inc.	4,981,737	$475,307,519
6	LPLA	LPL Financial Holdings Inc.	1,283,665	$386,164,935
7	IBKR	Interactive Brokers Group, Inc.	4,765,572	$319,626,906
8	EVR	Evercore Inc.	917,801	$273,972,767

All Filings in MS

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,008,385,555	6,127,396	+0.5%	Shares	Defined	2026-05-15
2025-12-31	$1,081,998,122	6,094,734	-0.9%	Shares	Defined	2026-05-27
2025-09-30	$977,635,469	6,150,198	+2.2%	Shares	Defined	2026-05-27
2025-06-30	$847,429,813	6,016,114	-2.2%	Shares	Defined	2025-08-15
2025-03-31	$717,633,083	6,150,965	+1.2%	Shares	Defined	2025-05-15
2024-12-31	$764,425,245	6,080,379	-0.5%	Shares	Defined	2025-05-15
2024-09-30	$637,047,433	6,111,353	+0.7%	Shares	Defined	2025-05-14
2024-06-30	$589,831,527	6,068,850	+1.5%	Shares	Defined	2025-05-14
2024-03-31	$562,815,973	5,977,230	+2.5%	Shares	Defined	2024-10-17
2023-12-31	$543,839,034	5,832,054	+0.1%	Shares	Defined	2024-08-16
2023-09-30	$475,603,688	5,823,481	+1.3%	Shares	Defined	2023-11-15
2023-06-30	$490,963,058	5,748,982	-10.0%	Shares	Defined	2023-08-14
2023-03-31	$561,102,839	6,390,693	+12.0%	Shares	Defined	2023-05-15
2022-12-31	$485,006,619	5,704,618	+22.1%	Shares	Defined	2023-02-14
2022-09-30	$369,203,693	4,672,873	-5.0%	Shares	Defined	2022-11-14
2022-06-30	$374,011,051	4,917,316	+3576.1%	Shares	Defined	2022-10-27
2022-03-31	$11,690,971	133,764	+5.5%	Shares	Defined	2022-10-27
2021-12-31	$12,440,402	126,736	-0.2%	Shares	Defined	2022-02-14
2021-09-30	$12,361,287	127,030	+0.1%	Shares	Defined	2021-11-15
2021-06-30	$11,632,615	126,869	+72.5%	Shares	Defined	2021-08-23
2021-03-31	$5,712,200	73,554	-2.9%	Shares	Defined	2021-05-17
2020-12-31	$5,189,911	75,732	+29.7%	Shares	Defined	2021-02-16
2020-09-30	$2,823,880	58,405	+105.8%	Shares	Defined	2020-11-13
2020-06-30	$1,370,800	28,381	-59.9%	Shares	Defined	2020-08-14
2020-03-31	$2,408,764	70,846	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.