Invesco Ltd.

Position in MS — Morgan Stanley

CIK 914208 Atlanta, GA

Back to MS Full portfolio

Position in MS

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

Position Value

$1,924,301,199

+$633,009,614 QoQ

Shares Held

9,205,421

+17.3% QoQ

Ownership

0.586%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#24

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 96% None 4%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Invesco Ltd. holds $9,344,402,535 across 51 Capital Markets names. MS ranks #2 (20.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,508,431	$2,536,951,850
2	MS	Morgan Stanley This page	9,205,421	$1,924,301,199
3	SCHW	Schwab Charles Corp	13,090,710	$1,207,879,801
4	IBKR	Interactive Brokers Group, Inc.	9,708,980	$845,069,614
5	HOOD	Robinhood Markets, Inc.	5,517,212	$553,266,013
6	EVR	Evercore Inc.	1,602,673	$547,216,665
7	PIPR	Piper Sandler Companies	3,141,984	$227,291,116
8	WULF	Terawulf Inc.	7,107,793	$175,562,486

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	$1,924,301,199	9,205,421	+17.3%	Shares	Defined	2026-08-14
2026-03-31	$1,291,291,585	7,846,458	+9.1%	Shares	Defined	2026-05-12
2025-12-31	$1,277,270,999	7,194,677	-20.8%	Shares	Defined	2026-02-19
2025-09-30	$1,443,925,866	9,083,580	+2.8%	Shares	Defined	2025-11-13
2025-06-30	$1,244,435,691	8,834,557	-1.4%	Shares	Defined	2025-08-13
2025-03-31	$1,045,334,491	8,959,754	+0.7%	Shares	Defined	2025-05-12
2024-12-31	$1,118,142,230	8,893,909	-14.1%	Shares	Defined	2025-02-13
2024-09-30	$1,079,600,536	10,356,874	-4.2%	Shares	Defined	2024-11-12
2024-06-30	$1,050,282,946	10,806,492	-5.8%	Shares	Defined	2024-08-13
2024-03-31	$1,080,028,659	11,470,143	+6.4%	Shares	Defined	2024-05-14
2023-12-31	$1,004,955,617	10,777,004	+61.5%	Shares	Defined	2024-02-13
2023-09-30	$544,913,257	6,672,135	+13.0%	Shares	Defined	2023-11-13
2023-06-30	$504,338,656	5,905,605	-14.8%	Shares	Defined	2023-08-11
2023-03-31	$608,385,859	6,929,224	-26.2%	Shares	Defined	2023-05-12
2022-12-31	$798,292,985	9,389,473	-3.6%	Shares	Defined	2023-02-13
2022-09-30	$769,248,460	9,736,090	-3.0%	Shares	Defined	2022-11-14
2022-06-30	$763,751,994	10,041,441	+1.1%	Shares	Defined	2022-08-15
2022-03-31	$868,137,113	9,932,919	+15.7%	Shares	Defined	2022-05-16
2021-12-31	$842,974,023	8,587,755	-6.3%	Shares	Defined	2022-02-14
2021-09-30	$892,009,817	9,166,682	-19.3%	Shares	Defined	2021-11-15
2021-06-30	$1,041,369,167	11,357,500	-7.5%	Shares	Defined	2021-08-17
2021-03-31	$953,626,506	12,279,507	-17.7%	Shares	Defined	2021-05-17
2020-12-31	$1,022,563,879	14,921,405	-11.2%	Shares	Defined	2021-02-16
2020-09-30	$812,211,578	16,798,585	-12.0%	Shares	Defined	2020-11-16
2020-06-30	$922,116,353	19,091,436	-11.4%	Shares	Defined	2020-08-14
2020-03-31	$732,990,428	21,558,542	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.