Position in DMA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$38,117
-$4,022 QoQ
Shares Held
5,096
-1.9% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 29 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DMA 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. DMA ranks #452 (0.0% 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 DMA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,117 | 5,096 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $42,139 | 5,196 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $47,504 | 5,296 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $45,757 | 5,296 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $5,870 | 671 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $5,681 | 670 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,675 | 671 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $5,808 | 670 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $489,162 | 60,615 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $416,367 | 53,244 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $302,248 | 48,515 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $295,178 | 49,361 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $261,311 | 52,158 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $288,520 | 47,927 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $318,517 | 46,635 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $286,312 | 44,048 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,343 | 2,094 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $18,636 | 2,094 | Shares | Defined | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||