Position in CGO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,026,988
+$64,708 QoQ
Shares Held
450,851
+3.5% QoQ
Ownership
4.59%
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 0%
Shared 0%
None 100%
Common Shares in CGO 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. CGO ranks #283 (0.0% 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 CGO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,026,988 | 450,851 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,962,280 | 435,670 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $5,115,711 | 424,893 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $4,679,397 | 399,607 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $3,871,332 | 374,766 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,335,728 | 380,661 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $4,616,750 | 386,339 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $4,224,659 | 381,287 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $3,868,290 | 371,951 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $3,123,429 | 343,990 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,735,197 | 312,594 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $2,648,846 | 273,077 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,648,976 | 281,806 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,298,802 | 260,340 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,839,344 | 289,139 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,845,544 | 267,942 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $3,919,132 | 272,162 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $3,757,441 | 244,307 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,913,021 | 246,102 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,967,833 | 244,928 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $3,085,133 | 207,195 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,868,469 | 195,533 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,450,109 | 206,586 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,273,034 | 200,444 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,648,644 | 181,369 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||