Position in IGR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$45,097,900
+$6,200,860 QoQ
Shares Held
9,782,625
+10.4% QoQ
Ownership
6.46%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 124 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in IGR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,926,588,060 across 473 Asset Management names. IGR ranks #94 (0.2% 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 IGR
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,097,900 | 9,782,625 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $26,599,275 | 5,769,908 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $38,897,040 | 8,860,374 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $42,738,478 | 9,757,644 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $54,697,689 | 10,641,574 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $55,453,117 | 10,482,631 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $59,320,570 | 11,496,235 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $52,964,562 | 11,011,344 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $75,719,195 | 11,524,992 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $62,093,534 | 12,320,146 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $63,625,788 | 11,826,355 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $58,394,619 | 10,754,074 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $46,818,017 | 10,404,004 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $52,524,344 | 10,042,896 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $46,341,951 | 8,727,298 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $48,194,880 | 8,410,974 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $56,508,712 | 9,793,538 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $79,864,761 | 11,000,656 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $34,988,316 | 3,870,389 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $39,117,177 | 3,995,626 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $29,717,408 | 3,554,714 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $28,631,115 | 3,249,843 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $21,909,955 | 2,805,372 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $16,878,173 | 2,453,223 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $13,543,419 | 2,264,786 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $11,750,833 | 1,968,314 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $13,042,951 | 2,489,113 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||