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Equibles

MORGAN STANLEY

Position in GEG — Great Elm Group, Inc.

CIK 895421 NEW YORK, NY
Back to GEG Full portfolio

Position in GEG

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$87,206
+$955 QoQ
Shares Held
40,003
-13.3% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 25 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in GEG Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. GEG ranks #444 (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 GEG

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $87,206 40,003
2026-03-31 $86,251 46,124
2025-12-31 $117,615 46,124
2025-09-30 $113,003 46,124
2025-06-30 $95,476 46,124
2025-03-31 $87,173 46,124
2024-03-31 $88,556 46,123
2023-12-31 $89,479 46,124
2023-09-30 $98,703 46,123
2023-06-30 $94,552 46,123
2023-03-31 $104,699 46,123
2022-12-31 $93,180 46,129
2022-09-30 $106,006 53,003
2021-12-31 $111,821 53,503
2021-09-30 $108,016 48,222
2021-03-31 $92,055 37,728
2020-12-31 $120,708 41,913