Position in IAF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$629,919
+$51,068 QoQ
Shares Held
50,882
+6.5% QoQ
Ownership
0.531%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 29 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IAF 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. IAF ranks #411 (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 IAF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $629,919 | 50,882 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $578,851 | 47,760 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $643,467 | 49,804 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $825,166 | 179,775 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $816,913 | 182,755 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $755,829 | 187,551 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $809,520 | 193,203 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,139,828 | 242,002 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $952,512 | 219,980 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $834,116 | 195,802 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $849,835 | 196,267 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $546,876 | 138,450 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $566,704 | 131,486 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $647,933 | 147,593 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $528,569 | 120,403 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $420,486 | 104,339 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $389,263 | 84,439 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $554,998 | 88,235 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $455,873 | 75,351 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $443,976 | 75,378 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $410,998 | 63,622 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $276,553 | 47,355 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $155,733 | 29,551 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $136,373 | 30,577 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $132,298 | 29,597 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $92,316 | 23,671 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||