Position in HQH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$80,527,127
-$8,177,715 QoQ
Shares Held
4,526,539
-3.4% QoQ
Ownership
7.91%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026MORGAN STANLEY holds $24,819,203,406 across 477 Asset Management names. HQH ranks #49 (0.3% 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 HQH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||