Position in BKT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,492,360
+$193,238 QoQ
Shares Held
978,765
+0.5% QoQ
Ownership
3.02%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 66 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BKT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,926,588,060 across 473 Asset Management names. BKT ranks #229 (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 BKT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,492,360 | 978,765 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $10,299,122 | 974,373 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $8,562,844 | 775,620 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $7,948,748 | 707,184 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $7,987,379 | 674,382 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $6,467,201 | 541,424 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,930,015 | 510,673 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $6,170,485 | 492,479 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $5,539,795 | 460,673 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $5,680,313 | 473,549 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $6,182,758 | 503,587 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $6,428,588 | 560,419 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $6,907,222 | 563,057 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,282,836 | 573,871 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $7,007,315 | 563,347 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $7,361,775 | 1,764,094 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,744,930 | 2,129,425 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $12,751,370 | 2,465,920 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $13,195,413 | 2,316,936 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $16,304,348 | 2,651,631 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $16,856,949 | 2,637,723 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $15,416,471 | 2,503,129 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $16,163,656 | 2,641,742 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $16,198,995 | 2,634,497 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $16,043,075 | 2,579,538 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $14,104,796 | 2,429,315 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||