MORGAN STANLEY
Position in BWG — BrandywineGLOBAL-Global Income Opportunities Fund Inc
CIK 895421
NEW YORK, NY
Position in BWG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,504,882
-$1,430,762 QoQ
Shares Held
1,760,741
-1.3% QoQ
Ownership
10.5%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 8.805156465374521.ToString("F0")%
Shared 0.ToString("F0")%
None 91.19484353462548.ToString("F0")%
Common Shares in BWG 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. BWG ranks #200 (0.1% 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 BWG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,504,882 | 1,760,741 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $14,935,644 | 1,784,426 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $16,232,709 | 1,870,128 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $16,363,112 | 1,969,087 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $17,340,076 | 2,076,656 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $15,374,880 | 1,921,860 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $17,617,535 | 1,992,934 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $16,778,446 | 2,031,289 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $16,852,591 | 1,987,334 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $15,958,117 | 1,908,866 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $19,107,646 | 2,544,294 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $19,871,534 | 2,471,584 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $19,348,505 | 2,430,717 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $19,612,924 | 2,406,494 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $19,149,432 | 2,513,049 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,796,549 | 2,588,664 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $4,531,968 | 447,823 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $5,210,106 | 444,928 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,712,725 | 456,288 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,140,554 | 407,657 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $4,499,393 | 373,084 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,219,933 | 337,865 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,687,642 | 320,386 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,320,021 | 374,352 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,483,230 | 425,354 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||