Position in JMM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$249,741
-$6,361 QoQ
Shares Held
42,401
0.0% QoQ
Ownership
0.448%
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 JMM 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. JMM ranks #434 (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 JMM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249,741 | 42,401 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $256,102 | 42,401 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $270,457 | 42,998 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $298,758 | 47,573 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $341,067 | 54,834 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $331,388 | 54,775 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $350,365 | 55,089 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $299,901 | 50,235 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $303,622 | 49,856 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $294,328 | 49,802 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $292,656 | 52,167 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $303,995 | 52,413 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $325,813 | 56,078 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $320,736 | 54,640 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $326,665 | 55,461 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $404,924 | 66,381 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $518,778 | 79,812 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $648,423 | 85,544 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $723,273 | 96,308 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $717,987 | 96,245 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $697,876 | 95,994 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $736,356 | 102,414 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $778,123 | 111,479 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $772,323 | 111,931 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $629,276 | 103,160 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||