Position in BHK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$24,349,834
-$706,712 QoQ
Shares Held
2,655,380
-2.9% QoQ
Ownership
3.68%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BHK 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. BHK ranks #155 (0.1% 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 BHK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,349,834 | 2,655,380 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $25,056,546 | 2,735,431 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $24,442,443 | 2,548,743 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $21,889,636 | 2,202,177 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $21,541,043 | 2,216,157 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $24,754,652 | 2,281,535 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $24,039,223 | 2,298,205 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $29,088,952 | 2,416,026 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $28,814,372 | 2,705,575 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $27,769,012 | 2,571,205 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $25,271,179 | 2,316,332 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $22,033,061 | 2,216,606 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $25,409,574 | 2,388,118 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $26,819,795 | 2,474,151 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $27,123,447 | 2,613,049 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $26,425,300 | 2,642,530 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $29,832,172 | 2,635,351 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $16,949,738 | 1,303,826 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $18,682,583 | 1,131,592 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $19,045,689 | 1,150,102 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $18,548,903 | 1,122,815 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $17,956,702 | 1,143,739 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $18,696,409 | 1,147,019 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $18,374,332 | 1,173,329 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $20,911,745 | 1,360,556 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $19,110,629 | 1,444,492 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||