Position in BTZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$54,305,051
+$2,626,223 QoQ
Shares Held
5,313,606
+3.8% QoQ
Ownership
5.69%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 156 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in BTZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. BTZ ranks #79 (0.2% 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/
|
13,738,306 | $585,114,445 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,487,219 | $503,274,901 |
All Filings in BTZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,305,051 | 5,313,606 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $51,678,828 | 5,116,716 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $54,573,321 | 5,039,088 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $58,143,087 | 5,261,818 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $58,403,040 | 5,348,264 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $56,723,871 | 5,291,406 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $51,812,279 | 4,953,373 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $55,671,242 | 4,935,394 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $51,725,367 | 4,829,633 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $52,150,841 | 4,878,470 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $50,397,831 | 4,883,511 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $45,305,476 | 4,680,318 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $45,397,030 | 4,472,614 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $44,307,627 | 4,305,892 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $46,353,201 | 4,589,426 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $52,058,061 | 5,456,820 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $61,878,819 | 5,682,169 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $11,014,303 | 876,935 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $17,072,449 | 1,134,382 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $15,538,990 | 1,025,676 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $15,499,671 | 994,206 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $20,883,812 | 1,422,603 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $25,426,573 | 1,728,523 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $23,113,159 | 1,625,398 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $16,988,188 | 1,286,984 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $15,588,732 | 1,336,941 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||