Position in MFM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,183,875
+$2,133,457 QoQ
Shares Held
566,526
+190.7% QoQ
Ownership
1.38%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 125 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MFM 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. MFM ranks #327 (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 MFM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,183,875 | 566,526 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,050,418 | 194,883 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $964,801 | 177,680 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $939,152 | 174,240 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $760,314 | 147,063 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $939,291 | 177,225 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,191,406 | 222,693 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,349,106 | 235,858 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,350,568 | 247,357 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,357,400 | 252,775 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,957,210 | 378,571 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $7,440,109 | 1,635,189 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $9,624,474 | 1,887,152 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $10,431,438 | 1,953,453 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $9,652,333 | 1,863,385 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,769,009 | 1,398,556 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,057,082 | 1,297,258 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $1,702,767 | 278,230 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $2,157,330 | 308,190 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,967,335 | 281,450 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,919,788 | 268,878 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $1,496,751 | 219,465 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,352,519 | 202,473 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,119,840 | 174,159 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,040,974 | 166,823 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,143,566 | 178,962 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||