Position in SYM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$173,845,559
+$49,874,348 QoQ
Shares Held
3,867,532
+66.0% QoQ
Ownership
0.639%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#5
of 414 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 62%
Shared 24%
None 14%
Common Shares in SYM 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. SYM ranks #20 (0.6% 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 SYM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $173,845,559 | 3,867,532 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $123,971,211 | 2,330,286 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $150,587,000 | 2,530,874 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $73,592,954 | 1,365,361 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $58,106,191 | 1,495,655 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $30,665,356 | 1,517,336 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $20,561,474 | 867,207 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $17,178,532 | 704,327 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $15,887,112 | 451,852 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $12,610,080 | 280,224 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $15,707,592 | 306,012 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $6,930,370 | 207,310 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,547,708 | 36,153 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $411,347 | 18,010 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $52,499 | 4,397 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,163,029 | 101,133 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,077 | 1,101 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 SVFC | — | 1,000 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 SVFC | — | 1,000 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||