Position in BCAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$61,603,294
+$1,496,900 QoQ
Shares Held
4,359,752
+2.7% QoQ
Ownership
4.16%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in BCAT 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. BCAT ranks #65 (0.2% 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 BCAT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,603,294 | 4,359,752 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $60,106,394 | 4,244,802 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $66,328,931 | 4,484,715 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $57,712,679 | 3,811,934 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $60,203,676 | 4,180,811 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $65,210,218 | 4,304,305 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $71,897,321 | 4,370,658 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $91,929,787 | 5,602,059 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $100,594,328 | 6,038,075 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $113,119,173 | 7,566,500 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $141,411,067 | 9,759,218 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $151,061,359 | 9,905,663 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $154,292,449 | 10,191,047 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $135,818,255 | 9,792,232 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $114,190,743 | 8,390,209 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $108,018,814 | 7,373,298 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $82,730,961 | 4,995,831 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $89,037,645 | 4,577,771 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $93,997,730 | 4,653,353 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $101,800,091 | 4,652,655 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $77,948,468 | 3,796,808 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $44,940,464 | 2,064,330 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $12,055,175 | 589,207 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||