WELLINGTON MANAGEMENT GROUP LLP

Position in MS — Morgan Stanley

CIK 902219 Boston, MA

Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,072,208,592

+$305,679,222 QoQ

Shares Held

5,129,203

+10.1% QoQ

Ownership

0.327%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#35

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 92% None 8%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

WELLINGTON MANAGEMENT GROUP LLP holds $5,382,471,364 across 26 Capital Markets names. MS ranks #2 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,136,909	$1,149,835,651
2	MS	Morgan Stanley This page	5,129,203	$1,072,208,592
3	SCHW	Schwab Charles Corp	7,971,114	$735,494,688
4	IBKR	Interactive Brokers Group, Inc.	7,382,141	$642,541,548
5	TW	Tradeweb Markets Inc.	6,204,054	$618,296,019
6	EVR	Evercore Inc.	624,987	$213,395,560
7	SF	Stifel Financial Corp	2,565,429	$178,989,979
8	HLI	Houlihan Lokey, Inc.	929,760	$124,708,706

All Filings in MS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,072,208,592	5,129,203	+10.1%	Shares	Defined	2026-08-14
2026-03-31	$766,529,370	4,657,771	-70.6%	Shares	Defined	2026-05-15
2025-12-31	$2,814,321,129	15,852,651	-15.4%	Shares	Defined	2026-02-17
2025-09-30	$2,977,781,463	18,732,898	-2.0%	Shares	Defined	2025-11-14
2025-06-30	$2,693,830,864	19,124,172	-0.9%	Shares	Defined	2025-08-14
2025-03-31	$2,252,319,364	19,305,043	-7.6%	Shares	Defined	2025-05-13
2024-12-31	$2,627,043,106	20,895,984	-33.0%	Shares	Defined	2025-02-12
2024-09-30	$3,249,344,885	31,171,766	-19.1%	Shares	Defined	2024-11-14
2024-06-30	$3,744,841,784	38,531,143	-10.2%	Shares	Defined	2024-08-14
2024-03-31	$4,039,621,148	42,901,669	+11.6%	Shares	Defined	2024-05-15
2023-12-31	$3,585,560,502	38,451,051	+17.2%	Shares	Defined	2024-02-12
2023-09-30	$2,680,378,034	32,819,616	-9.5%	Shares	Defined	2023-11-14
2023-06-30	$3,096,882,914	36,263,266	-22.7%	Shares	Defined	2023-08-14
2023-03-31	$4,118,464,535	46,907,341	+2.0%	Shares	Defined	2023-05-12
2022-12-31	$3,910,400,863	45,993,894	-6.5%	Shares	Defined	2023-02-13
2022-09-30	$3,888,038,323	49,209,446	+11.0%	Shares	Defined	2022-11-14
2022-06-30	$3,371,557,101	44,327,598	+17.6%	Shares	Defined	2022-08-15
2022-03-31	$3,293,077,123	37,678,228	-10.9%	Shares	Defined	2022-05-16
2021-12-31	$4,149,194,532	42,269,708	-1.0%	Shares	Defined	2022-02-11
2021-09-30	$4,154,681,682	42,695,321	+11.7%	Shares	Defined	2021-11-15
2021-06-30	$3,504,165,871	38,217,536	+12.9%	Shares	Defined	2021-08-16
2021-03-31	$2,628,017,346	33,840,038	+13.1%	Shares	Defined	2021-05-17
2020-12-31	$2,050,808,081	29,925,698	+329.4%	Shares	Defined	2021-02-12
2020-09-30	$336,942,155	6,968,814	+109.8%	Shares	Defined	2020-11-16
2020-06-30	$160,413,523	3,321,191	+170.9%	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.