Position in FTF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,991,725
-$774,223 QoQ
Shares Held
3,280,091
-3.3% QoQ
Ownership
8.12%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 88 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in FTF 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. FTF ranks #176 (0.1% 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 FTF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,991,725 | 3,280,091 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $19,765,948 | 3,390,386 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $19,791,381 | 3,218,111 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $19,142,537 | 3,005,108 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $18,750,314 | 2,920,610 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $18,669,392 | 2,889,999 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $15,642,674 | 2,359,378 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $13,043,257 | 1,955,511 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $10,189,906 | 1,607,241 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $7,741,493 | 1,234,688 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $7,109,364 | 1,142,985 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $10,396,037 | 1,707,067 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $6,914,794 | 1,118,899 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,018,129 | 650,183 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,846,849 | 458,430 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,621,276 | 424,155 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,203,374 | 473,872 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $1,019,161 | 134,454 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $904,236 | 99,476 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $796,711 | 87,647 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $638,068 | 69,280 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $1,062,777 | 115,645 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,077,384 | 114,372 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $851,020 | 99,768 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $935,709 | 110,604 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $994,414 | 126,677 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||