Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$104,218,354
+$28,456,580 QoQ
Shares Held
498,557
+8.3% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#175
of 2,718 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NISA INVESTMENT ADVISORS, LLC holds $246,978,860 across 39 Capital Markets names. MS ranks #1 (42.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
498,557 | $104,218,354 | |
| 2 | GS |
Goldman Sachs Group Inc
|
83,204 | $84,150,029 | |
| 3 | SCHW |
Schwab Charles Corp
|
379,357 | $35,003,270 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
51,202 | $5,134,536 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
65,209 | $3,259,145 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
33,105 | $2,881,459 | |
| 7 | HUT |
Hut 8 Corp.
|
18,260 | $2,108,025 | |
| 8 | WULF |
Terawulf Inc.
|
80,001 | $1,976,024 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,218,354 | 498,557 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $75,761,774 | 460,362 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $94,241,267 | 530,847 | Shares | Other | 2026-01-15 | |
| 2025-09-30 | $121,379,947 | 763,588 | Shares | Other | 2025-10-23 | |
| 2025-06-30 | $69,530,749 | 493,616 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $70,417,928 | 603,565 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $74,218,424 | 590,347 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $56,826,018 | 545,146 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $45,477,241 | 467,921 | Shares | Other | 2024-07-19 | |
| 2024-03-31 | $45,125,237 | 479,240 | Shares | Other | 2024-05-02 | |
| 2023-12-31 | $44,736,034 | 479,743 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $39,066,599 | 478,347 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $44,500,573 | 521,084 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $45,224,287 | 515,083 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $43,032,958 | 506,151 | Shares | Other | 2023-02-02 | |
| 2022-09-30 | $41,048,539 | 519,536 | Shares | Other | 2022-11-07 | |
| 2022-06-30 | $39,198,509 | 515,363 | Shares | Other | 2022-08-03 | |
| 2022-03-31 | $47,118,651 | 539,115 | Shares | Other | 2022-04-29 | |
| 2021-12-31 | $53,194,376 | 541,915 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $49,339,867 | 507,038 | Shares | Other | 2021-10-18 | |
| 2021-06-30 | $46,701,843 | 509,345 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $46,839,852 | 603,140 | Shares | Other | 2021-04-26 | |
| 2020-12-31 | $40,620,609 | 592,742 | Shares | Other | 2021-01-25 | |
| 2020-09-30 | $22,652,168 | 468,504 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $22,648,063 | 468,904 | Shares | Other | 2020-07-27 | |
| 2020-03-31 | $15,664,956 | 460,734 | Shares | Other | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||