Position in BIT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$21,387,426
+$4,302,698 QoQ
Shares Held
1,708,261
+25.2% QoQ
Ownership
2.99%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 99 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in BIT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,924,699,662 across 472 Asset Management names. BIT ranks #165 (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 BIT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,387,426 | 1,708,261 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $17,084,728 | 1,364,595 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $17,323,030 | 1,326,419 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $18,797,095 | 1,403,816 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $19,330,518 | 1,286,694 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $20,142,172 | 1,351,831 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $18,794,528 | 1,251,017 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $19,157,586 | 1,224,847 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $17,403,076 | 1,159,987 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $17,900,777 | 1,095,484 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $17,133,158 | 1,110,020 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $17,634,755 | 1,184,365 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $18,285,698 | 1,236,629 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $18,791,024 | 1,251,641 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $17,738,686 | 1,213,143 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $19,999,854 | 1,364,902 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $19,527,508 | 1,335,480 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $20,723,085 | 1,222,030 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $16,783,493 | 899,145 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $22,133,335 | 1,149,629 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $28,122,680 | 1,464,636 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $32,123,796 | 1,732,434 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $32,660,836 | 1,809,599 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $28,614,907 | 1,762,260 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $25,129,225 | 1,694,727 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $17,625,437 | 1,419,114 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||