Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,925,825,104
-$7,848,693 QoQ
Shares Held
9,212,711
-21.6% QoQ
Ownership
0.587%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#23
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 19%
None 2%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $4,901,890,860 across 13 Capital Markets names. MS ranks #1 (39.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
9,212,711 | $1,925,825,104 | |
| 2 | SCHW |
Schwab Charles Corp
|
13,356,306 | $1,232,386,350 | |
| 3 | GS |
Goldman Sachs Group Inc
|
638,391 | $645,649,502 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,458,759 | $410,903,232 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,150,026 | $315,884,605 | |
| 6 | XP |
XP Inc.
|
12,558,750 | $204,205,272 | |
| 7 | LCLN |
Lincoln International, Inc.
|
2,097,339 | $50,063,481 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
1,373,660 | $37,610,810 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,925,825,104 | 9,212,711 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,933,673,797 | 11,749,856 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,211,722,350 | 12,458,302 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,139,158,734 | 13,457,214 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,931,769,530 | 13,714,110 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,902,433,149 | 16,306,104 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,122,091,491 | 16,879,506 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,998,215,020 | 19,169,369 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,894,314,930 | 19,490,842 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,867,014,458 | 19,828,106 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,883,391,882 | 20,197,232 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,602,538,374 | 19,622,118 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,735,317,237 | 20,319,874 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,808,501,324 | 20,597,965 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,780,540,615 | 20,942,609 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,686,101,761 | 21,340,359 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,634,152,215 | 21,485,041 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,927,418,912 | 22,052,848 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,941,476,404 | 19,778,692 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,945,162,575 | 19,989,339 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,679,822,871 | 18,320,677 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,036,104,926 | 13,341,552 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $295,364,845 | 4,310,008 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $29,630,861 | 612,841 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $32,891,863 | 680,991 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $29,431,454 | 865,631 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||