Position in CMU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,544,312
+$1,169,759 QoQ
Shares Held
710,702
+81.5% QoQ
Ownership
2.79%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 45 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 88.08642722266154.ToString("F0")%
Shared 0.ToString("F0")%
None 11.913572777338462.ToString("F0")%
Common Shares in CMU Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $24,808,844,619 across 475 Asset Management names. CMU ranks #342 (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 CMU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,544,312 | 710,702 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,374,553 | 391,611 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $334,407 | 96,371 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $327,535 | 98,359 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $343,237 | 98,349 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $346,058 | 98,312 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $360,741 | 98,295 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $340,777 | 99,352 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $446,902 | 134,205 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $435,115 | 131,455 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $432,318 | 138,121 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $447,786 | 139,064 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $432,033 | 134,590 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $464,789 | 148,495 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $432,777 | 143,780 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $391,522 | 116,525 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $482,383 | 124,647 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $428,690 | 94,843 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $410,134 | 89,354 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $406,258 | 85,528 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $407,586 | 91,387 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $409,182 | 92,996 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $395,761 | 94,229 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $389,059 | 95,592 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $502,243 | 119,015 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||