Position in HPI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,315,385
+$562,320 QoQ
Shares Held
529,980
+10.7% QoQ
Ownership
1.98%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HPI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $24,819,203,406 across 477 Asset Management names. HPI ranks #237 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
32,494,438 | $3,736,535,415 | |
| 2 | BLK |
BlackRock, Inc.
|
3,437,546 | $3,305,922,353 | |
| 3 | APO |
Apollo Global Management, Inc.
|
8,829,846 | $983,821,436 | |
| 4 | AMP |
Ameriprise Financial Inc
|
2,009,741 | $893,128,894 | |
| 5 | KKR |
KKR & Co. Inc.
|
8,473,653 | $783,812,898 | |
| 6 | STT |
State Street Corp
|
4,953,857 | $626,960,134 | |
| 7 | CG |
Carlyle Group Inc.
|
10,172,445 | $492,244,607 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,732,512 | $479,386,064 |
All Filings in HPI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,315,385 | 529,980 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,753,065 | 478,880 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $7,666,442 | 441,870 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $3,883,618 | 242,878 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $4,632,507 | 279,235 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,874,573 | 232,987 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $4,144,420 | 218,703 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $3,701,063 | 221,488 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $3,825,863 | 230,058 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $7,642,758 | 484,332 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $12,348,482 | 847,528 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $13,320,629 | 874,631 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $14,014,352 | 875,897 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $14,752,341 | 919,149 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $14,735,916 | 919,845 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $17,332,518 | 989,864 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $18,725,807 | 967,742 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $18,185,632 | 876,416 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $19,304,549 | 897,886 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $18,570,772 | 859,758 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $17,124,185 | 828,456 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $9,200,182 | 467,489 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,461,486 | 183,926 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,214,431 | 164,337 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,000,698 | 124,499 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||