Position in KF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,092,500
-$302,721 QoQ
Shares Held
14,526
-53.3% QoQ
Ownership
0.349%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 38 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KF 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. KF ranks #391 (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 KF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,092,500 | 14,526 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,395,221 | 31,074 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $767,586 | 21,134 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $678,700 | 22,187 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,355,521 | 50,335 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,615,023 | 80,913 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $844,754 | 45,811 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,118,798 | 49,178 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,175,927 | 48,733 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,216,952 | 47,855 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,139,345 | 48,690 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,341,083 | 63,770 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,407,004 | 60,804 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,198,858 | 54,568 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $670,184 | 32,174 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $19,901 | 1,036 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $25,226 | 1,036 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $38,136 | 1,267 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $136,110 | 3,959 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $185,626 | 4,533 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $206,242 | 4,468 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $192,825 | 4,444 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $175,562 | 4,351 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $111,217 | 3,751 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $126,303 | 4,886 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $125,372 | 5,607 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||