Invesco Ltd.

Position in MS — Morgan Stanley

CIK 914208 Atlanta, GA

Back to MS Full portfolio

Position in MS

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,291,291,585

+$14,020,586 QoQ

Shares Held

7,846,458

+9.1% QoQ

Ownership

0.497%

of shares outstanding

% of Portfolio

0.21%

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 92.89647634639732.ToString("F0")% None 7.103523653602684.ToString("F0")%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

Invesco Ltd. holds $8,031,272,799 across 49 Capital Markets names. MS ranks #3 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,633,486	$2,227,902,810
2	SCHW	Schwab Charles Corp	16,956,980	$1,593,616,969
3	MS	Morgan Stanley This page	7,846,458	$1,291,291,585
4	IBKR	Interactive Brokers Group, Inc.	9,647,168	$647,035,553
5	HOOD	Robinhood Markets, Inc.	7,392,374	$512,291,512
6	EVR	Evercore Inc.	1,424,686	$425,283,013
7	PIPR	Piper Sandler Companies	2,609,305	$199,742,293
8	LPLA	LPL Financial Holdings Inc.	349,011	$104,992,973

All Filings in MS

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.