Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,272,187,752
+$263,802,197 QoQ
Shares Held
6,085,858
-0.7% QoQ
Ownership
0.387%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#33
of 2,722 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $16,538,629,974 across 78 Capital Markets names. MS ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,030,974 | $7,110,916,164 | |
| 2 | SCHW |
Schwab Charles Corp
|
22,793,553 | $2,103,161,122 | |
| 3 | MS |
Morgan Stanley
This page
|
6,085,858 | $1,272,187,752 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
10,105,436 | $1,013,373,115 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
8,315,961 | $520,828,628 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
5,146,242 | $447,928,898 | |
| 7 | HUT |
Hut 8 Corp.
|
3,320,981 | $383,390,646 | |
| 8 | IREN |
IREN Ltd
|
7,257,285 | $331,875,639 |
All Filings in MS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,272,187,752 | 6,085,858 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,008,385,555 | 6,127,396 | Shares | Defined | 2026-05-15 | |
| 2025-06-30 | $847,429,813 | 6,016,114 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $717,633,083 | 6,150,965 | Shares | Defined | 2025-05-15 | |
| 2024-03-31 | $562,815,973 | 5,977,230 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $543,839,034 | 5,832,054 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $475,603,688 | 5,823,481 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $490,963,058 | 5,748,982 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $561,102,839 | 6,390,693 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $485,006,619 | 5,704,618 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $369,203,693 | 4,672,873 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $12,440,402 | 126,736 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $12,361,287 | 127,030 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $5,712,200 | 73,554 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $5,189,911 | 75,732 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,823,880 | 58,405 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,370,800 | 28,381 | 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. | ||||||