Position in EIM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,102,128
+$667,438 QoQ
Shares Held
512,262
+12.9% QoQ
Ownership
0.997%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 116 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EIM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,924,699,662 across 472 Asset Management names. EIM ranks #289 (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 EIM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,102,128 | 512,262 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,434,690 | 453,909 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,887,465 | 399,534 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $3,698,524 | 372,085 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $3,777,043 | 390,594 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $3,965,417 | 397,735 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,590,350 | 346,559 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $3,657,473 | 339,914 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $3,492,891 | 330,141 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $3,529,867 | 341,050 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $3,154,532 | 311,405 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $9,820,921 | 1,096,085 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $13,026,051 | 1,309,151 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $18,161,882 | 1,746,335 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $21,025,399 | 2,023,619 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $17,401,726 | 1,797,699 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $20,641,133 | 1,929,078 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $5,508,948 | 479,039 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $6,288,381 | 463,062 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,979,816 | 446,922 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,706,954 | 417,175 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $5,109,180 | 384,149 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,790,599 | 352,250 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $4,487,664 | 340,749 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,418,756 | 426,003 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,572,532 | 446,517 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||