Position in BN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$438,487,060
-$60,110,398 QoQ
Shares Held
10,834,867
-0.3% QoQ
Ownership
0.485%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 60.70981766550526.ToString("F0")%
Shared 1.9937023684739277.ToString("F0")%
None 37.29647996602081.ToString("F0")%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $24,808,844,619 across 475 Asset Management names. BN ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
32,494,438 | $3,736,535,415 | |
| 2 | BLK |
BlackRock, Inc.
|
3,437,546 | $3,305,922,353 | |
| 3 | APO |
Apollo Global Management, Inc.
|
8,829,846 | $983,821,436 | |
| 4 | AMP |
Ameriprise Financial Inc
|
2,009,741 | $893,128,894 | |
| 5 | KKR |
KKR & Co. Inc.
|
8,473,653 | $783,812,898 | |
| 6 | STT |
State Street Corp
|
4,953,857 | $626,960,134 | |
| 7 | CG |
Carlyle Group Inc.
|
10,172,445 | $492,244,607 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,732,512 | $479,386,064 |
All Filings in BN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $438,487,060 | 10,834,867 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $498,597,458 | 10,865,057 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $320,151,139 | 7,002,431 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $278,143,013 | 6,745,592 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $229,942,545 | 6,581,069 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $251,537,810 | 6,567,567 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $221,492,134 | 6,250,960 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $244,238,032 | 8,819,391 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $210,505,492 | 7,541,405 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $183,893,478 | 6,875,371 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $142,710,517 | 6,845,713 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $149,226,058 | 6,651,989 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $189,355,461 | 8,715,335 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $178,431,158 | 8,507,539 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||