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Equibles

MORGAN STANLEY

Position in AMTD — Amtd Idea Group

CIK 895421 NEW YORK, NY
Back to AMTD Full portfolio

Position in AMTD

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$205,416
-$5,322 QoQ
Shares Held
212,867
0.0% QoQ
Ownership
0.224%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 9 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in AMTD Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $35,605,070,068 across 472 Asset Management names. AMTD ranks #429 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 96,972,188 $6,415,036,347
2 BX
Blackstone Inc.
 34,842,332 $4,099,897,196
3 BLK
BlackRock, Inc.
 3,642,875 $3,362,925,195
4 STT
State Street Corp
 51,181,926 $3,292,726,330
5 APO
Apollo Global Management, Inc.
 8,937,664 $1,057,415,020
6 KKR
KKR & Co. Inc.
 9,004,913 $826,470,907
7 AMP
Ameriprise Financial Inc
 1,743,842 $800,004,946
8 BN
BROOKFIELD Corp /ON/
 13,738,306 $585,114,445

All Filings in AMTD

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $205,416 212,867
2026-03-31 $210,738 212,867
2025-12-31 $211,052 214,267
2025-09-30 $239,025 212,467
2025-06-30 $209,067 212,467
2025-03-31 $229,464 212,467
2024-12-31 $254,960 212,467
2024-09-30 $299,578 212,467
2024-06-30 $354,819 212,467
2024-03-31 $376,066 212,467
2023-12-31 $382,440 212,467
2023-09-30 $784,003 637,401
2023-06-30 $1,007,093 637,401
2023-03-31 $1,000,719 637,401
2022-09-30 $1,517,013 1,274,801
2022-06-30 $1,478,769 1,274,801
2022-03-31 $3,023,884 1,275,901
2021-12-31 $4,047,775 1,276,901
2021-09-30 $5,746,053 1,276,901
2021-06-30 $7,803,092 1,277,102
2021-03-31 $9,192,973 1,276,802
2020-12-31 $8,433,484 1,277,801
2020-09-30 $8,948,104 1,278,301
2020-06-30 $9,178,567 1,274,801
2020-03-31 $9,815,967 1,274,801