MORGAN STANLEY

Position in APAM — Artisan Partners Asset Management Inc.

CIK 895421 NEW YORK, NY

Back to APAM Full portfolio

Position in APAM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$76,697,559

-$5,704,382 QoQ

Shares Held

2,107,655

+4.2% QoQ

Ownership

2.60%

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 90% Shared 0% None 10%

Common Shares in APAM Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Mar 31, 2026

MORGAN STANLEY holds $24,819,203,406 across 477 Asset Management names. APAM ranks #51 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	32,494,438	$3,736,535,415
2	BLK	BlackRock, Inc.	3,437,546	$3,305,922,353
3	APO	Apollo Global Management, Inc.	8,829,846	$983,821,436
4	AMP	Ameriprise Financial Inc	2,009,741	$893,128,894
5	KKR	KKR & Co. Inc.	8,473,653	$783,812,898
6	STT	State Street Corp	4,953,857	$626,960,134
7	CG	Carlyle Group Inc.	10,172,445	$492,244,607
8	AMG	Affiliated Managers Group, Inc.	1,732,512	$479,386,064

All Filings in APAM

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$76,697,559	2,107,655	+4.2%	Shares	Defined	2026-05-15
2025-12-31	$82,401,941	2,022,630	+1.5%	Shares	Defined	2026-05-27
2025-09-30	$86,457,787	1,992,115	+8.5%	Shares	Defined	2026-05-27
2025-06-30	$81,400,957	1,836,250	+28.3%	Shares	Defined	2025-08-15
2025-03-31	$55,975,906	1,431,609	-4.5%	Shares	Defined	2025-05-15
2024-12-31	$64,532,935	1,499,023	-3.1%	Shares	Defined	2025-05-15
2024-09-30	$66,994,981	1,546,514	+4.1%	Shares	Defined	2025-05-14
2024-06-30	$61,302,164	1,485,393	-23.7%	Shares	Defined	2025-05-14
2024-03-31	$89,152,220	1,947,831	+8.2%	Shares	Defined	2024-10-17
2023-12-31	$79,500,579	1,799,470	+3.6%	Shares	Defined	2024-08-16
2023-09-30	$65,008,525	1,737,267	-8.9%	Shares	Defined	2023-11-15
2023-06-30	$74,939,006	1,906,360	+8.9%	Shares	Defined	2023-08-14
2023-03-31	$55,968,609	1,750,113	-3.7%	Shares	Defined	2023-05-15
2022-12-31	$53,979,598	1,817,495	+138.0%	Shares	Defined	2023-02-14
2022-09-30	$20,567,702	763,747	+122.2%	Shares	Defined	2022-11-14
2022-06-30	$12,228,213	343,779	+37.5%	Shares	Defined	2022-10-27
2022-03-31	$9,837,064	249,989	+23.7%	Shares	Defined	2022-10-27
2021-12-31	$9,628,279	202,105	+35.0%	Shares	Defined	2022-02-14
2021-09-30	$7,325,522	149,745	-22.3%	Shares	Defined	2021-11-15
2021-06-30	$9,795,452	192,748	+32.6%	Shares	Defined	2021-08-23
2021-03-31	$7,580,611	145,306	-31.9%	Shares	Defined	2021-05-17
2020-12-31	$10,735,253	213,255	+162.8%	Shares	Defined	2021-02-16
2020-09-30	$3,163,998	81,149	-39.7%	Shares	Defined	2020-11-13
2020-06-30	$4,375,702	134,637	+219.4%	Shares	Defined	2020-08-14
2020-03-31	$905,889	42,154	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.