Position in JHI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,795,328
-$147,616 QoQ
Shares Held
139,065
-2.2% QoQ
Ownership
1.59%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JHI 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. JHI ranks #369 (0.0% 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 JHI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,795,328 | 139,065 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,942,944 | 142,132 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $2,058,389 | 147,133 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $2,218,796 | 160,202 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $2,210,674 | 162,909 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,305,010 | 168,495 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $2,361,644 | 167,969 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $2,175,214 | 163,550 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $2,058,800 | 156,088 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,807,949 | 139,718 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,651,634 | 135,937 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,633,922 | 129,266 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,452,053 | 114,425 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,338,406 | 106,731 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,213,682 | 100,637 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,046,900 | 79,431 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $1,271,121 | 75,662 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $1,416,961 | 73,228 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,004,561 | 53,835 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $538,296 | 28,572 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $678,258 | 37,702 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $491,935 | 28,485 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $238,478 | 15,065 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $268,431 | 17,307 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $234,528 | 18,643 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||