Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$178,459,537
+$34,318,436 QoQ
Shares Held
853,710
-2.5% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#123
of 2,718 holders
Holding Since
Mar 2021
21 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, 2026Swedbank AB holds $713,924,207 across 13 Capital Markets names. MS ranks #2 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
356,052 | $360,100,310 | |
| 2 | MS |
Morgan Stanley
This page
|
853,710 | $178,459,537 | |
| 3 | SCHW |
Schwab Charles Corp
|
831,512 | $76,723,611 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
363,226 | $36,424,302 | |
| 5 | MRX |
Marex Group Ltd
|
354,440 | $21,603,118 | |
| 6 | SNEX |
StoneX Group Inc.
|
145,500 | $11,494,500 | |
| 7 | LAZ |
Lazard, Inc.
|
207,000 | $8,681,580 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
26,561 | $7,481,701 |
All Filings in MS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,459,537 | 853,710 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $144,141,101 | 875,865 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $160,867,211 | 906,141 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $141,345,323 | 889,188 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $125,360,188 | 889,963 | Shares | Defined | 2025-07-10 | |
| 2024-12-31 | $104,722,119 | 832,979 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $87,351,556 | 837,985 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $80,157,841 | 824,754 | Shares | Defined | 2024-07-11 | |
| 2024-03-31 | $87,558,159 | 929,887 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $85,497,381 | 916,862 | Shares | Defined | 2024-12-06 | |
| 2023-09-30 | $80,527,355 | 986,009 | Shares | Defined | 2024-12-06 | |
| 2023-06-30 | $84,706,210 | 991,876 | Shares | Defined | 2024-12-06 | |
| 2023-03-31 | $84,411,973 | 961,412 | Shares | Defined | 2024-12-06 | |
| 2022-12-31 | $83,398,073 | 980,923 | Shares | Defined | 2024-12-06 | |
| 2022-09-30 | $67,602,141 | 855,615 | Shares | Defined | 2024-12-06 | |
| 2022-06-30 | $57,814,346 | 760,115 | Shares | Defined | 2024-12-06 | |
| 2022-03-31 | $61,635,791 | 705,215 | Shares | Defined | 2024-12-06 | |
| 2021-12-31 | $69,240,297 | 705,382 | Shares | Defined | 2024-12-06 | |
| 2021-09-30 | $72,261,335 | 742,589 | Shares | Defined | 2024-12-06 | |
| 2021-06-30 | $66,261,612 | 722,670 | Shares | Defined | 2024-12-06 | |
| 2021-03-31 | $56,312,508 | 725,116 | Shares | Defined | 2024-12-06 | |
| No filing history on record for this holder in this stock. | ||||||