Position in GUT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,083,516
+$3,470,243 QoQ
Shares Held
1,378,379
+48.6% QoQ
Ownership
1.54%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 98 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GUT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,924,699,662 across 472 Asset Management names. GUT ranks #241 (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 GUT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,083,516 | 1,378,379 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,613,273 | 927,814 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,683,449 | 942,529 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $4,812,884 | 792,897 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $4,676,138 | 806,231 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $4,138,424 | 774,986 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,817,956 | 759,037 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $4,444,621 | 854,735 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $4,915,242 | 851,862 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $4,626,880 | 855,341 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $4,501,144 | 852,054 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $4,205,256 | 814,073 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $5,408,949 | 818,521 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,521,087 | 792,258 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,841,127 | 798,001 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,753,524 | 855,530 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,265,117 | 794,411 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $5,338,262 | 767,091 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $6,267,917 | 780,446 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,805,002 | 756,786 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,608,335 | 722,882 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $4,986,795 | 739,376 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $6,244,129 | 788,978 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $5,733,514 | 778,122 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,444,078 | 775,786 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,529,082 | 794,325 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||