Position in IIM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,805,315
+$513,558 QoQ
Shares Held
691,698
+1.4% QoQ
Ownership
1.47%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 86 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IIM 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. IIM ranks #244 (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 IIM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,805,315 | 691,698 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $8,291,757 | 681,888 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $8,312,673 | 674,730 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $8,359,792 | 666,119 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $7,762,774 | 666,905 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $7,693,225 | 642,709 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,664,451 | 560,509 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $7,365,672 | 571,869 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $6,698,188 | 542,803 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $6,169,956 | 514,163 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $5,921,561 | 504,822 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $5,824,592 | 560,057 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $6,166,753 | 521,722 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,463,608 | 529,804 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $8,067,197 | 669,477 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,098,860 | 442,994 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,436,889 | 577,847 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $5,006,063 | 359,115 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $6,019,345 | 353,248 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,557,583 | 340,747 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,495,852 | 333,284 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $4,506,801 | 287,607 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,278,882 | 273,411 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,867,566 | 262,921 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,267,520 | 226,126 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,177,539 | 224,720 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||