Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,120,596
+$688,983 QoQ
Shares Held
19,712
-5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#809
of 2,716 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, 2026SUMITOMO LIFE INSURANCE CO holds $36,001,570 across 7 Capital Markets names. MS ranks #2 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
24,746 | $25,027,362 | |
| 2 | MS |
Morgan Stanley
This page
|
19,712 | $4,120,596 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
36,310 | $3,160,422 | |
| 4 | TW |
Tradeweb Markets Inc.
|
12,957 | $1,291,294 | |
| 5 | SCHW |
Schwab Charles Corp
|
12,619 | $1,164,355 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
8,987 | $901,216 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
1,194 | $336,325 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,120,596 | 19,712 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,431,613 | 20,852 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,608,652 | 20,327 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,203,202 | 20,151 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,930,310 | 20,803 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,578,056 | 22,097 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,818,139 | 22,416 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,734,136 | 16,636 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,575,158 | 16,207 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,723,222 | 18,301 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,773,708 | 19,021 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,632,501 | 19,989 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,729,179 | 20,248 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,928,966 | 21,970 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,881,832 | 22,134 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,784,124 | 22,581 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,924,622 | 25,304 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,171,016 | 24,840 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,477,263 | 25,237 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,528,211 | 25,981 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $2,482,873 | 27,079 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $2,430,292 | 31,294 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,233,187 | 32,587 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,762,792 | 36,459 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,852,932 | 38,363 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,415,862 | 41,643 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||