Position in FT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,451,982
+$287,552 QoQ
Shares Held
427,755
+8.3% QoQ
Ownership
1.70%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 59 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. FT ranks #322 (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 FT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,451,982 | 427,755 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,164,430 | 395,060 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,955,304 | 369,413 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $2,956,629 | 367,740 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $2,844,728 | 373,324 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $2,635,205 | 349,961 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,544,208 | 348,045 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $2,617,641 | 346,249 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $2,334,072 | 342,742 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,479,690 | 222,845 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $2,273,933 | 341,945 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,182,901 | 343,764 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $2,315,988 | 344,129 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,413,312 | 338,473 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,311,378 | 343,444 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,373,452 | 374,953 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,844,581 | 381,823 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $3,081,531 | 380,436 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $4,873,044 | 576,010 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,902,665 | 604,521 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,389,850 | 892,494 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $6,622,147 | 882,953 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $6,566,243 | 876,668 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $4,965,737 | 728,114 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,741,953 | 712,005 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,299,771 | 703,727 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||