Skip to main content
Equibles

MORGAN STANLEY

Position in MS — Morgan Stanley

CIK 895421 NEW YORK, NY
Back to MS Full portfolio

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
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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, 2026

MORGAN STANLEY holds $16,539,905,929 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

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,272,187,752 6,085,858
2026-03-31 $1,008,385,555 6,127,396
2025-12-31 $1,081,998,122 6,094,734
2025-09-30 $977,635,469 6,150,198
2025-06-30 $847,429,813 6,016,114
2025-03-31 $717,633,083 6,150,965
2024-12-31 $764,425,245 6,080,379
2024-09-30 $637,047,433 6,111,353
2024-06-30 $589,831,527 6,068,850
2024-03-31 $562,815,973 5,977,230
2023-12-31 $543,839,034 5,832,054
2023-09-30 $475,603,688 5,823,481
2023-06-30 $490,963,058 5,748,982
2023-03-31 $561,102,839 6,390,693
2022-12-31 $485,006,619 5,704,618
2022-09-30 $369,203,693 4,672,873
2022-06-30 $374,011,051 4,917,316
2022-03-31 $11,690,971 133,764
2021-12-31 $12,440,402 126,736
2021-09-30 $12,361,287 127,030
2021-06-30 $11,632,615 126,869
2021-03-31 $5,712,200 73,554
2020-12-31 $5,189,911 75,732
2020-09-30 $2,823,880 58,405
2020-06-30 $1,370,800 28,381
2020-03-31 $2,408,764 70,846