Position in KWY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$227,248
-$189,814 QoQ
Shares Held
21,809
-45.5% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in KWY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $35,605,070,068 across 472 Asset Management names. KWY ranks #427 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
96,972,188 | $6,415,036,347 | |
| 2 | BX |
Blackstone Inc.
|
34,842,332 | $4,099,897,196 | |
| 3 | BLK |
BlackRock, Inc.
|
3,642,875 | $3,362,925,195 | |
| 4 | STT |
State Street Corp
|
51,181,926 | $3,292,726,330 | |
| 5 | APO |
Apollo Global Management, Inc.
|
8,937,664 | $1,057,415,020 | |
| 6 | KKR |
KKR & Co. Inc.
|
9,004,913 | $826,470,907 | |
| 7 | AMP |
Ameriprise Financial Inc
|
1,743,842 | $800,004,946 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
13,738,306 | $585,114,445 |
All Filings in KWY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,248 | 21,809 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $417,062 | 39,987 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $698,619 | 51,942 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $524,827 | 35,898 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $622,270 | 45,958 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $294,464 | 37,180 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $259,585 | 31,014 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $307,392 | 37,125 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $132,192 | 16,043 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $235,109 | 28,191 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $271,268 | 32,294 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $161,598 | 21,404 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $128,083 | 15,716 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $187,149 | 21,243 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $64,581 | 8,144 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,988 | 1,007 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,739 | 1,007 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $5,615 | 1,021 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $5,523 | 1,008 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,397 | 1,007 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,035 | 1,007 | Shares | Defined | 2021-08-23 | |
| 2020-09-30 | $1,180 | 400 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||