Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$666,825,259
-$11,511,044 QoQ
Shares Held
3,189,941
-22.6% QoQ
Ownership
0.203%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#46
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026DEUTSCHE BANK AG\ holds $3,006,054,422 across 43 Capital Markets names. MS ranks #2 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
782,733 | $791,632,664 | |
| 2 | MS |
Morgan Stanley
This page
|
3,189,941 | $666,825,259 | |
| 3 | SCHW |
Schwab Charles Corp
|
6,656,381 | $614,184,269 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,034,646 | $204,034,294 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,074,666 | $180,578,925 | |
| 6 | IREN |
IREN Ltd
|
3,948,164 | $180,549,537 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
201,840 | $56,854,288 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
779,973 | $48,849,706 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $666,825,259 | 3,189,941 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||