MORGAN STANLEY

Position in KIO — KKR Income Opportunities Fund

CIK 895421 NEW YORK, NY

Back to KIO Full portfolio

Position in KIO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$33,743,167

+$3,543,690 QoQ

Shares Held

2,996,729

+9.2% QoQ

Ownership

7.31%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

of 90 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Common Shares in KIO 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. KIO ranks #127 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 KIO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,743,167	2,996,729	+9.2%	Shares	Defined	2026-08-13
2026-03-31	$30,199,477	2,745,407	+38.9%	Shares	Defined	2026-05-15
2025-12-31	$22,904,769	1,976,253	+15.4%	Shares	Defined	2026-05-27
2025-09-30	$21,578,530	1,712,582	+12.8%	Shares	Defined	2026-05-27
2025-06-30	$19,070,298	1,518,336	+31.5%	Shares	Defined	2025-08-15
2025-03-31	$14,185,067	1,154,196	+15.5%	Shares	Defined	2025-05-15
2024-12-31	$13,366,926	999,023	+5.7%	Shares	Defined	2025-05-15
2024-09-30	$13,948,079	944,992	-19.0%	Shares	Defined	2025-05-14
2024-06-30	$15,983,363	1,166,669	-4.3%	Shares	Defined	2025-05-14
2024-03-31	$16,500,546	1,218,652	+25.2%	Shares	Defined	2024-10-17
2023-12-31	$12,237,383	973,539	-23.1%	Shares	Defined	2024-08-16
2023-09-30	$15,149,084	1,266,646	+5.9%	Shares	Defined	2023-11-15
2023-06-30	$13,886,453	1,196,077	+6.9%	Shares	Defined	2023-08-14
2023-03-31	$12,285,575	1,118,905	+125.4%	Shares	Defined	2023-05-15
2022-12-31	$5,466,089	496,466	+5.2%	Shares	Defined	2023-02-14
2022-09-30	$5,397,723	471,829	-3.7%	Shares	Defined	2022-11-14
2022-06-30	$5,704,100	490,043	-43.2%	Shares	Defined	2022-10-27
2022-03-31	$12,454,735	863,114	+17.5%	Shares	Defined	2022-10-27
2021-12-31	$12,432,612	734,788	+12.2%	Shares	Defined	2022-02-14
2021-09-30	$10,727,540	654,917	-18.9%	Shares	Defined	2021-11-15
2021-06-30	$13,476,739	807,958	+6.5%	Shares	Defined	2021-08-23
2021-03-31	$11,999,833	758,523	+11.2%	Shares	Defined	2021-05-17
2020-12-31	$9,845,573	682,299	+10.2%	Shares	Defined	2021-02-16
2020-09-30	$8,378,695	619,268	+67.3%	Shares	Defined	2020-11-13
2020-06-30	$4,559,853	370,118	+14.8%	Shares	Defined	2020-08-14
2020-03-31	$3,437,274	322,446	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.