Position in BAM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$256,092,536
+$49,441,077 QoQ
Shares Held
5,761,362
+46.1% QoQ
Ownership
0.361%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 84.17440181679262.ToString("F0")%
Shared 0.ToString("F0")%
None 15.825598183207374.ToString("F0")%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $24,808,844,619 across 475 Asset Management names. BAM ranks #17 (1.0% 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 BAM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $256,092,536 | 5,761,362 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $206,651,459 | 3,944,483 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $202,985,798 | 3,564,907 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $92,614,779 | 1,675,376 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $87,910,824 | 1,814,465 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $73,572,295 | 1,357,673 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $94,737,895 | 2,003,339 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $90,385,296 | 2,375,435 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $57,858,171 | 1,376,920 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $41,643,429 | 1,036,680 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $34,920,811 | 1,047,415 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $64,195,308 | 1,967,371 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $61,837,325 | 1,889,894 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $57,736,413 | 2,013,827 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||