Position in STM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$478,577,276
+$293,900,794 QoQ
Shares Held
6,390,403
+19.6% QoQ
Ownership
0.716%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#4
of 602 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in STM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026MORGAN STANLEY holds $175,390,005,311 across 67 Semiconductors names. STM ranks #18 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
356,420,089 | $71,316,095,597 | |
| 2 | AVGO |
Broadcom Inc.
|
79,037,987 | $29,856,599,581 | |
| 3 | MU |
Micron Technology Inc
|
18,470,449 | $21,320,254,565 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
24,286,371 | $14,108,195,768 | |
| 5 | INTC |
Intel Corp
|
61,516,453 | $8,589,542,323 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
15,847,816 | $7,568,441,474 | |
| 7 | TXN |
Texas Instruments Inc
|
13,031,975 | $3,884,440,778 | |
| 8 | ADI |
Analog Devices Inc
|
8,254,604 | $3,278,481,058 |
All Filings in STM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,577,276 | 6,390,403 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $184,676,482 | 5,345,195 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $159,690,810 | 6,156,161 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $123,723,632 | 4,378,048 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $109,861,565 | 3,612,679 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $117,412,275 | 5,346,643 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $121,966,960 | 4,884,540 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $97,111,494 | 3,266,448 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $90,344,704 | 2,300,018 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $98,423,317 | 2,276,210 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $116,011,644 | 2,314,216 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $129,701,667 | 3,005,136 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $109,977,996 | 2,200,000 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $165,182,090 | 3,088,093 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $81,834,367 | 2,300,657 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $74,955,953 | 2,422,623 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $68,797,697 | 2,186,136 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $29,544,975 | 683,595 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $43,509,992 | 890,139 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $33,398,239 | 765,488 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $26,052,479 | 716,121 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $21,209,636 | 553,343 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $20,838,944 | 561,394 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $17,174,459 | 559,611 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $15,527,816 | 566,502 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $33,772,057 | 1,580,349 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||