Position in NWG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$179,408,075
+$54,155,998 QoQ
Shares Held
10,176,295
+21.1% QoQ
Ownership
0.256%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#6
of 422 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in NWG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $21,987,456,480 across 309 Banks - Regional names. NWG ranks #22 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
30,552,978 | $1,845,399,864 | |
| 2 | FITB |
Fifth Third Bancorp
|
29,374,537 | $1,655,842,642 | |
| 3 | IBN |
Icici Bank Ltd
|
54,395,929 | $1,579,113,812 | |
| 4 | NU |
Nu Holdings Ltd.
|
117,966,561 | $1,576,033,245 | |
| 5 | HDB |
Hdfc Bank Ltd
|
53,273,199 | $1,376,046,720 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
5,130,246 | $1,263,169,160 | |
| 7 | TFC |
Truist Financial Corp
|
22,539,416 | $1,122,913,697 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
12,264,969 | $859,406,370 |
All Filings in NWG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $179,408,075 | 10,176,295 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $125,252,077 | 8,406,180 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $193,570,053 | 11,061,146 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $142,237,238 | 10,052,102 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $147,210,087 | 10,403,540 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $83,938,288 | 7,041,803 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $67,553,814 | 6,642,460 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $60,390,969 | 6,452,027 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $49,988,884 | 6,225,266 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $41,137,523 | 6,049,636 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $32,124,097 | 5,705,879 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $29,815,878 | 5,114,216 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $30,707,721 | 5,017,602 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $33,436,284 | 5,066,104 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $32,707,578 | 5,063,093 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $30,942,287 | 6,200,860 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $37,724,489 | 6,921,978 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $1,608,929 | 283,262 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $1,231,624 | 201,574 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,161,660 | 190,749 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,704,441 | 479,510 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $1,135,204 | 211,399 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $769,260 | 170,190 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $494,334 | 183,768 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||