Position in MHD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,776,394
+$7,457,260 QoQ
Shares Held
989,613
+158.5% QoQ
Ownership
1.90%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 208 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MHD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026UBS Group AG holds $8,980,109,896 across 469 Asset Management names. MHD ranks #105 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,189,321 | $1,143,603,496 | |
| 2 | BX |
Blackstone Inc.
|
7,311,475 | $860,341,261 | |
| 3 | APO |
Apollo Global Management, Inc.
|
5,974,406 | $706,831,971 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
11,039,263 | $470,162,207 | |
| 5 | AMP |
Ameriprise Financial Inc
|
809,191 | $371,224,461 | |
| 6 | TROW |
Price T Rowe Group Inc
|
2,665,008 | $302,984,756 | |
| 7 | ARES |
Ares Management Corp
|
2,636,093 | $293,423,509 | |
| 8 | ARCC |
Ares Capital Corp
|
13,778,805 | $255,321,254 |
All Filings in MHD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,776,394 | 989,613 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,319,134 | 382,902 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $439,615 | 37,446 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $464,407 | 39,524 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $476,189 | 42,517 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $958,347 | 81,631 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,096,373 | 93,948 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $864,791 | 68,363 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $891,492 | 73,738 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $800,082 | 66,232 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $928,300 | 77,943 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $956,066 | 92,732 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,838,574 | 158,089 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,455,018 | 203,736 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,098,212 | 255,207 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $5,744,980 | 510,665 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $6,293,224 | 495,920 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $5,268,841 | 370,263 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,744,140 | 402,395 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,497,617 | 519,097 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,007,013 | 477,176 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $7,375,872 | 460,992 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $696,810 | 43,013 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $515,664 | 33,903 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $520,901 | 34,913 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $550,861 | 35,357 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||