Position in NPO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$86,636,224
+$35,761,295 QoQ
Shares Held
229,847
+13.2% QoQ
Ownership
1.09%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#23
of 407 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in NPO Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026MORGAN STANLEY holds $29,502,958,971 across 70 Specialty Industrial Machinery names. NPO ranks #31 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
5,715,959 | $6,715,451,582 | |
| 2 | ETN |
Eaton Corp plc
|
13,250,139 | $5,646,149,221 | |
| 3 | PH |
Parker-Hannifin Corp
|
2,581,520 | $2,525,036,334 | |
| 4 | CMI |
Cummins Inc
|
3,107,922 | $2,216,601,041 | |
| 5 | EMR |
Emerson Electric Co
|
12,010,701 | $1,719,331,838 | |
| 6 | ROK |
Rockwell Automation, Inc
|
3,040,314 | $1,505,198,646 | |
| 7 | ITW |
Illinois Tool Works Inc
|
4,899,971 | $1,325,295,149 | |
| 8 | AME |
Ametek Inc/
|
3,745,827 | $906,265,375 |
All Filings in NPO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,636,224 | 229,847 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $50,874,929 | 202,972 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $46,015,034 | 214,893 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $44,174,186 | 195,461 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $42,735,567 | 223,104 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $38,566,202 | 238,372 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $39,951,831 | 231,672 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $38,514,989 | 237,483 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $29,789,584 | 204,641 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $34,609,828 | 205,071 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $32,339,848 | 206,328 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $20,919,571 | 172,618 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $23,856,734 | 178,662 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $16,848,876 | 162,180 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $22,018,307 | 202,579 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $13,480,882 | 158,636 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,427,131 | 176,091 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $7,627,530 | 78,047 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $8,648,746 | 78,575 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,203,637 | 71,208 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,565,942 | 77,879 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $4,800,272 | 56,295 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,949,882 | 65,544 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,944,883 | 52,205 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,701,811 | 135,967 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $9,204,444 | 232,553 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||