Position in BGX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,554,416
-$1,707,439 QoQ
Shares Held
234,781
-40.0% QoQ
Ownership
1.85%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 49 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BGX 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. BGX ranks #344 (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 BGX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,554,416 | 234,781 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,261,855 | 390,996 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,870,631 | 589,248 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $6,859,848 | 571,654 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $6,705,507 | 540,331 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $6,762,007 | 547,531 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,836,936 | 549,593 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $7,807,143 | 610,410 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $7,404,886 | 595,727 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $7,382,232 | 599,694 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $6,686,261 | 583,953 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $10,219,903 | 877,245 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $6,603,553 | 582,324 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,184,595 | 475,215 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,404,724 | 406,340 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,419,829 | 313,746 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,205,728 | 278,759 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $3,884,549 | 289,029 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $4,601,114 | 313,001 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,783,540 | 315,329 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,690,496 | 310,218 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $3,900,533 | 275,851 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,531,539 | 263,155 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,609,017 | 280,639 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,880,039 | 321,995 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,402,982 | 227,987 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||