Position in LEO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,630,154
-$127,202 QoQ
Shares Held
252,346
-9.7% QoQ
Ownership
0.405%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 101 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LEO 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. LEO ranks #379 (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 LEO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,630,154 | 252,346 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,757,356 | 279,389 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,596,382 | 565,469 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $3,519,418 | 563,107 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $3,330,241 | 562,541 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $3,193,048 | 521,740 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,851,810 | 637,717 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $4,827,269 | 741,516 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $4,512,398 | 737,320 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $4,534,172 | 743,307 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $4,332,402 | 739,318 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $5,250,358 | 985,058 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $8,861,410 | 1,424,664 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,479,860 | 1,358,952 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $8,582,942 | 1,404,737 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $8,931,865 | 1,469,057 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,254,184 | 1,558,387 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $8,688,618 | 1,208,431 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $10,311,843 | 1,217,455 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,266,779 | 835,262 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,410,601 | 826,154 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $6,832,546 | 800,064 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $5,654,900 | 666,066 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $5,262,676 | 635,589 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,915,928 | 633,496 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,784,687 | 642,240 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||