Position in ASG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$613,831
+$58,212 QoQ
Shares Held
129,228
+23.3% QoQ
Ownership
0.203%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in ASG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $24,819,203,406 across 477 Asset Management names. ASG ranks #416 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 ASG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $613,831 | 129,228 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $555,619 | 104,834 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $343,577 | 61,906 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $239,066 | 43,705 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $96,875 | 19,811 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $249,559 | 44,170 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $493,045 | 87,887 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $815,738 | 152,760 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $803,641 | 146,383 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $164,778 | 31,208 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $171,328 | 34,682 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $225,726 | 41,724 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $252,009 | 47,729 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $210,772 | 42,753 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $239,317 | 48,347 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $291,097 | 49,931 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $443,630 | 58,837 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $11,781,333 | 1,309,037 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,110,072 | 1,287,378 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $9,652,726 | 1,085,796 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $9,457,327 | 1,098,412 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $9,379,110 | 1,143,794 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $8,024,786 | 1,128,662 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $8,093,953 | 1,286,797 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,009,835 | 1,292,438 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||