Position in BSTZ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$75,569,573
+$7,751,492 QoQ
Shares Held
3,411,719
+13.7% QoQ
Ownership
4.96%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4.508548330035387.ToString("F0")%
Shared 0.ToString("F0")%
None 95.4914516699646.ToString("F0")%
Common Shares in BSTZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $24,819,203,406 across 477 Asset Management names. BSTZ ranks #53 (0.3% 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 BSTZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $75,569,573 | 3,411,719 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $67,818,081 | 2,999,473 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $66,690,827 | 3,009,514 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $58,159,570 | 2,802,871 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $51,883,217 | 2,924,646 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $61,025,056 | 2,946,647 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $57,300,901 | 2,984,422 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $60,469,914 | 3,037,163 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $58,757,224 | 3,028,723 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $51,272,342 | 3,068,363 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $58,800,571 | 3,563,671 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $68,852,117 | 3,801,884 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $76,027,479 | 4,067,816 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $67,396,137 | 4,309,216 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $87,320,133 | 4,950,121 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $106,804,580 | 5,451,995 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $162,756,615 | 5,541,594 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $217,802,244 | 5,593,278 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $221,273,699 | 5,735,451 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $235,406,777 | 5,643,893 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $199,579,051 | 5,592,016 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $205,659,013 | 5,653,079 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $142,757,716 | 5,565,603 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $118,426,334 | 5,223,923 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $67,230,190 | 4,028,172 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||