Position in HQH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$98,165,183
+$17,638,056 QoQ
Shares Held
4,466,114
-1.3% QoQ
Ownership
7.81%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1
of 125 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in HQH Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. HQH ranks #41 (0.4% 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 HQH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,165,183 | 4,466,114 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $80,527,127 | 4,526,539 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $88,704,842 | 4,683,466 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $77,567,404 | 4,201,918 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $58,651,210 | 3,786,392 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $54,843,972 | 3,377,092 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $51,647,631 | 3,217,921 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $62,305,628 | 3,346,167 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $55,384,079 | 3,172,055 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $52,413,355 | 3,108,740 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $50,070,827 | 3,021,776 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $50,168,544 | 3,226,273 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $54,550,859 | 3,199,464 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $55,981,193 | 3,171,739 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $56,138,400 | 3,118,800 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $51,396,007 | 2,974,306 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $55,796,733 | 2,985,379 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $60,434,302 | 2,909,692 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $77,387,745 | 3,257,060 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $82,345,909 | 3,220,411 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $79,192,693 | 3,077,835 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $73,907,157 | 3,027,741 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $72,939,674 | 3,060,834 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $64,153,562 | 3,111,230 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $63,802,294 | 2,991,200 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $53,578,125 | 3,008,317 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||