Position in BGT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,296,982
-$230,057 QoQ
Shares Held
684,520
-2.1% QoQ
Ownership
2.30%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 79 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BGT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. BGT ranks #261 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
34,842,332 | $4,099,897,196 | |
| 2 | BLK |
BlackRock, Inc.
|
3,487,404 | $3,353,348,182 | |
| 3 | APO |
Apollo Global Management, Inc.
|
8,937,664 | $1,057,415,020 | |
| 4 | KKR |
KKR & Co. Inc.
|
9,004,913 | $826,470,907 | |
| 5 | STT |
State Street Corp
|
4,731,988 | $802,545,157 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,743,842 | $800,004,946 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
13,738,306 | $585,114,445 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,487,219 | $503,274,901 |
All Filings in BGT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,296,982 | 684,520 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,527,039 | 699,539 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $8,052,106 | 710,689 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $8,305,800 | 683,605 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $8,715,409 | 696,119 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $8,442,879 | 679,781 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $8,329,639 | 647,717 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $8,007,361 | 618,807 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $7,579,094 | 593,973 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $7,502,672 | 578,018 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $6,796,000 | 548,950 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $6,092,603 | 505,191 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $7,942,406 | 681,167 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $9,561,456 | 852,940 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $11,963,162 | 1,093,525 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $9,943,068 | 915,568 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,496,485 | 861,750 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $6,883,929 | 539,916 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $7,582,705 | 542,009 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,889,215 | 443,465 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,703,917 | 365,779 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $2,588,805 | 206,939 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,572,133 | 302,980 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,227,380 | 198,342 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,551,615 | 141,313 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,539,985 | 258,918 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||