Position in EVV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$94,641,890
+$1,844,611 QoQ
Shares Held
10,100,522
+2.9% QoQ
Ownership
8.69%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1
of 145 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVV 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. EVV ranks #45 (0.4% 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 EVV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,641,890 | 10,100,522 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $92,797,279 | 9,819,818 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $99,135,327 | 10,003,565 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $101,987,687 | 10,048,048 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $101,500,291 | 9,892,816 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $97,505,766 | 9,770,117 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $97,447,102 | 9,974,115 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $105,274,611 | 10,016,614 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $94,905,254 | 9,743,866 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $91,917,451 | 9,427,431 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $88,033,905 | 9,189,343 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $78,723,818 | 8,708,387 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $81,233,613 | 8,678,805 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $81,983,075 | 8,323,155 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $77,960,737 | 8,302,528 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $79,593,437 | 8,642,067 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $89,160,523 | 8,631,222 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $100,817,063 | 8,616,843 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $105,672,656 | 8,066,615 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $104,194,674 | 7,905,514 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $109,712,603 | 8,273,952 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $101,883,746 | 8,066,805 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $99,891,677 | 7,972,201 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $94,180,902 | 8,327,224 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $86,810,374 | 7,702,784 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $81,488,504 | 7,709,414 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||