Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$766,529,370
-$2,047,791,759 QoQ
Shares Held
4,657,771
-70.6% QoQ
Ownership
0.295%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 92.02693734835826.ToString("F0")%
None 7.973062651641741.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026WELLINGTON MANAGEMENT GROUP LLP holds $4,293,853,889 across 25 Capital Markets names. MS ranks #3 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,061,445 | $897,971,851 | |
| 2 | TW |
Tradeweb Markets Inc.
|
7,504,175 | $882,941,228 | |
| 3 | MS |
Morgan Stanley
This page
|
4,657,771 | $766,529,370 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
9,774,792 | $655,595,294 | |
| 5 | SF |
Stifel Financial Corp
|
3,698,168 | $273,368,576 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
1,361,410 | $195,525,700 | |
| 7 | EVR |
Evercore Inc.
|
623,259 | $186,049,041 | |
| 8 | PWP |
Perella Weinberg Partners
|
3,925,854 | $71,293,506 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $766,529,370 | 4,657,771 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,814,321,129 | 15,852,651 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,977,781,463 | 18,732,898 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,693,830,864 | 19,124,172 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,252,319,364 | 19,305,043 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,627,043,106 | 20,895,984 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,249,344,885 | 31,171,766 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,744,841,784 | 38,531,143 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,039,621,148 | 42,901,669 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,585,560,502 | 38,451,051 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,680,378,034 | 32,819,616 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,096,882,914 | 36,263,266 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,118,464,535 | 46,907,341 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,910,400,863 | 45,993,894 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,888,038,323 | 49,209,446 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,371,557,101 | 44,327,598 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,293,077,123 | 37,678,228 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,149,194,532 | 42,269,708 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $4,154,681,682 | 42,695,321 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,504,165,871 | 38,217,536 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,628,017,346 | 33,840,038 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,050,808,081 | 29,925,698 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $336,942,155 | 6,968,814 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $160,413,523 | 3,321,191 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $41,689,712 | 1,226,168 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||