Position in MS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$678,336,303
-$32,480,673 QoQ
Shares Held
4,121,871
+2.9% QoQ
Ownership
0.261%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 13.357138056964907.ToString("F0")%
Shared 0.ToString("F0")%
None 86.64286194303509.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026DEUTSCHE BANK AG\ holds $2,612,392,983 across 40 Capital Markets names. MS ranks #2 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
914,767 | $773,883,724 | |
| 2 | MS |
Morgan Stanley
This page
|
4,121,871 | $678,336,303 | |
| 3 | SCHW |
Schwab Charles Corp
|
5,313,406 | $499,353,888 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,752,907 | $190,776,452 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,060,183 | $71,106,470 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
698,676 | $66,660,675 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
167,681 | $50,443,471 | |
| 8 | FUTU |
Futu Holdings Ltd
|
325,038 | $44,452,194 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $678,336,303 | 4,121,871 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $710,816,976 | 4,003,926 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $637,544,204 | 4,010,721 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $645,736,743 | 4,584,245 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $514,437,575 | 4,409,339 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $612,288,956 | 4,870,259 | Shares | Defined | 2025-06-30 | |
| 2024-09-30 | $507,350,771 | 4,867,141 | Shares | Defined | 2025-06-26 | |
| 2024-06-30 | $406,041,738 | 4,177,814 | Shares | Sole | 2025-06-12 | |
| 2024-03-31 | $310,426,118 | 3,296,794 | Shares | Defined | 2025-06-02 | |
| 2023-12-31 | $287,789,638 | 3,086,216 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $232,594,111 | 2,847,975 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $280,049,227 | 3,279,265 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $291,478,520 | 3,319,801 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $327,366,784 | 3,850,468 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $344,289,623 | 4,357,545 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $325,134,513 | 4,274,711 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $428,087,554 | 4,898,027 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $396,066,365 | 4,034,906 | Shares | Defined | 2022-02-16 | |
| 2021-09-30 | $368,509,655 | 3,786,966 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $336,277,561 | 3,667,549 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $220,976,089 | 2,845,430 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $179,813,254 | 2,623,862 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $112,376,804 | 2,324,236 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $112,408,439 | 2,327,297 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $74,336,920 | 2,186,380 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||