Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,966,179
+$1,103,055 QoQ
Shares Held
109,865
-17.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#400
of 2,738 holders
Holding Since
Mar 2020
24 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, 2026PRUDENTIAL PLC holds $107,519,872 across 11 Capital Markets names. MS ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
35,590 | $35,994,658 | |
| 2 | MS |
Morgan Stanley
This page
|
109,865 | $22,966,179 | |
| 3 | SCHW |
Schwab Charles Corp
|
218,889 | $20,196,888 | |
| 4 | FUTU |
Futu Holdings Ltd
|
115,864 | $10,861,091 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
53,915 | $5,406,596 | |
| 6 | TW |
Tradeweb Markets Inc.
|
49,871 | $4,970,143 | |
| 7 | IREN |
IREN Ltd
|
102,461 | $4,685,541 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
13,091 | $1,139,440 |
All Filings in MS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,966,179 | 109,865 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $21,863,124 | 132,850 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $20,877,172 | 117,598 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $19,767,311 | 124,354 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $20,290,178 | 144,045 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $14,955,810 | 128,189 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $19,604,399 | 155,937 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $16,647,336 | 159,702 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $14,896,214 | 153,269 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $14,542,164 | 154,441 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $7,892,027 | 84,633 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,897,194 | 84,452 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $7,630,148 | 89,346 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,915,345 | 90,152 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $7,729,423 | 90,913 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $4,818,424 | 60,985 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,486,703 | 58,989 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $6,142,996 | 70,286 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,545,539 | 36,120 | Shares | Defined | 2022-02-11 | |
| 2021-06-30 | $25,830,998 | 281,721 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $77,324,120 | 995,675 | Shares | Defined | 2021-05-14 | |
| 2020-09-30 | $64,227,608 | 1,328,389 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $63,910,560 | 1,323,200 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $78,851,100 | 2,319,150 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||