Position in BN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$585,114,445
+$146,627,385 QoQ
Shares Held
13,738,306
+26.8% QoQ
Ownership
0.615%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#24
of 931 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 65%
Shared 2%
None 34%
Common Shares in BN 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. BN ranks #7 (2.2% 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/
This page
|
13,738,306 | $585,114,445 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,487,219 | $503,274,901 |
All Filings in BN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $585,114,445 | 13,738,306 | Shares | Defined | 2026-08-13 | |
| 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 | $480,226,712 | 7,002,431 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $417,214,521 | 6,745,592 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $344,913,820 | 6,581,069 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $377,306,718 | 6,567,567 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $332,238,205 | 6,250,960 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $366,357,054 | 8,819,391 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $315,758,242 | 7,541,405 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $275,840,220 | 6,875,371 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $214,065,780 | 6,845,713 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $223,839,089 | 6,651,989 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $284,033,195 | 8,715,335 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $267,646,742 | 8,507,539 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||