Position in SMR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$91,660,124
+$15,205,945 QoQ
Shares Held
9,138,597
+29.6% QoQ
Ownership
2.13%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#8
of 514 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in SMR 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. SMR ranks #29 (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 SMR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,660,124 | 9,138,597 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $76,454,179 | 7,052,969 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $74,787,910 | 5,277,905 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $104,989,428 | 2,916,373 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $125,337,112 | 3,168,279 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $33,437,904 | 2,361,434 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $18,957,762 | 1,057,321 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $6,378,261 | 550,800 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $6,108,442 | 522,536 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $3,040,331 | 572,568 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,037,425 | 315,328 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $3,354,223 | 684,536 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $4,098,561 | 602,730 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,400,583 | 154,080 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,187,088 | 115,701 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $840,161 | 71,932 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $250,427 | 25,068 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 SV | — | 79,636 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 SV | — | 20,306 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 SV | — | 21,800 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 SV | — | 5,864 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 SV | — | 4,869 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||