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Equibles

MORGAN STANLEY

Position in INV — Innventure, Inc.

CIK 895421 NEW YORK, NY
Back to INV Full portfolio

Position in INV

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$355,150
+$176,106 QoQ
Shares Held
70,050
+53.0% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 129 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 61% Shared 0% None 39%

Common Shares in INV Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. INV ranks #422 (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 INV

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $355,150 70,050
2026-03-31 $179,044 45,792
2025-12-31 $185,514 44,382
2025-09-30 $6,658 1,150
2025-06-30 $12,915 2,691
2025-03-31 $125,517 16,280
2024-12-31 $97,864 7,066