MORGAN STANLEY
Position in BTX — BlackRock Technology & Private Equity Term Trust
CIK 895421
NEW YORK, NY
Position in BTX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$96,177,977
+$29,886,604 QoQ
Shares Held
10,650,939
+6.0% QoQ
Ownership
9.13%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1
of 119 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in BTX 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. BTX ranks #43 (0.4% 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 BTX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,177,977 | 10,650,939 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $66,291,373 | 10,044,148 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $48,066,620 | 7,293,873 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $35,940,291 | 5,364,223 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $40,817,657 | 5,560,989 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $35,920,892 | 5,738,162 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $42,381,467 | 5,696,434 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $44,592,804 | 5,906,332 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $38,973,566 | 5,390,535 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $44,012,181 | 5,406,902 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $43,256,452 | 5,901,290 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $51,275,104 | 7,367,113 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $63,366,484 | 8,072,164 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $68,401,105 | 8,518,195 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $59,627,827 | 8,755,922 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $67,979,776 | 9,350,726 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $74,454,902 | 9,377,192 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $100,686,335 | 8,839,889 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $112,841,450 | 7,760,760 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $119,640,113 | 6,609,951 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $95,274,636 | 4,691,021 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $23,855,687 | 1,175,157 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||