Skip to main content
Equibles

MORGAN STANLEY

Position in GROW — U S Global Investors Inc

CIK 895421 NEW YORK, NY
Back to GROW Full portfolio

Position in GROW

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$3
+$1 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 35 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in GROW 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. GROW ranks #469 (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 GROW

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3 1
2026-03-31 $2 1
2025-12-31 $21,692 9,001
2025-09-30 $44,651 16,237
2025-06-30 $46,115 17,737
2025-03-31 $40,085 17,737
2024-12-31 $43,277 17,737
2024-09-30 $69,736 27,030
2024-06-30 $70,547 27,030
2024-03-31 $102,130 36,738
2023-12-31 $55,660 19,738
2023-09-30 $49,125 17,237
2023-06-30 $38,360 12,536
2023-03-31 $33,471 12,536
2022-12-31 $36,229 12,536
2022-09-30 $17 6
2022-06-30 $4 1
2022-03-31 $8,486 1,632
2021-12-31 $4 1
2021-09-30 $5 1