Position in KBDC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,958,522
+$2,673,939 QoQ
Shares Held
662,123
+44.5% QoQ
Ownership
1.00%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 92 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in KBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. KBDC ranks #242 (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 KBDC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,958,522 | 662,123 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,284,583 | 458,060 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,734,528 | 400,456 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $2,855,273 | 214,360 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $2,524,231 | 165,415 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,668,534 | 102,869 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,128,622 | 68,236 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $516,450 | 31,860 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $34,292 | 2,150 | Shares | Defined | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||