Position in UBSI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$66,593,701
+$12,713,092 QoQ
Shares Held
1,607,767
+14.6% QoQ
Ownership
1.17%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $18,669,686,362 across 311 Banks - Regional names. UBSI ranks #43 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
141,628,383 | $2,035,199,856 | |
| 2 | USB |
US Bancorp De
|
29,304,473 | $1,524,125,632 | |
| 3 | IBN |
Icici Bank Ltd
|
48,117,738 | $1,246,249,407 | |
| 4 | FITB |
Fifth Third Bancorp
|
24,776,241 | $1,151,104,148 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
4,814,412 | $1,001,830,982 | |
| 6 | TFC |
Truist Financial Corp
|
21,597,973 | $992,858,810 | |
| 7 | MTB |
M&T Bank Corp
|
4,452,035 | $920,324,667 | |
| 8 | HDB |
Hdfc Bank Ltd
|
30,807,471 | $766,489,871 |
All Filings in UBSI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,593,701 | 1,607,767 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $53,880,609 | 1,403,141 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $47,098,368 | 1,265,745 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $42,379,560 | 1,163,315 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $25,971,085 | 749,094 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $34,698,449 | 924,060 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $33,021,928 | 890,079 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $23,767,484 | 732,660 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $30,320,280 | 847,172 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $36,611,883 | 975,017 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $22,447,053 | 813,594 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $37,512,163 | 1,264,313 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $41,711,608 | 1,184,989 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $56,314,781 | 1,390,832 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $35,840,051 | 1,002,519 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $28,312,286 | 807,308 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $12,521,917 | 359,000 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $13,665,476 | 376,667 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $13,824,578 | 380,005 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $20,601,657 | 564,429 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $13,784,363 | 357,293 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $13,420,143 | 414,202 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $11,939,487 | 556,101 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $8,164,012 | 295,156 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,482,141 | 324,183 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||