Position in MHD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$70,928,056
+$11,203,742 QoQ
Shares Held
5,960,341
+12.6% QoQ
Ownership
11.4%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 207 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in MHD 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. MHD ranks #59 (0.3% 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 MHD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,928,056 | 5,960,341 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $59,724,314 | 5,294,709 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $10,996,621 | 936,680 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $9,018,029 | 767,492 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $8,365,480 | 746,918 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $8,260,813 | 703,647 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $7,337,067 | 628,712 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $6,935,727 | 548,279 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $5,907,028 | 488,588 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $5,826,738 | 482,346 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $5,045,812 | 423,662 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $12,142,601 | 1,177,750 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $12,861,941 | 1,105,928 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $12,319,761 | 1,022,387 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $11,941,388 | 983,640 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $8,558,077 | 760,718 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,559,395 | 910,906 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $5,799,536 | 407,557 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $6,475,410 | 386,361 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,769,862 | 413,553 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,302,186 | 435,172 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $6,937,104 | 433,569 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,365,789 | 84,308 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $319,683 | 21,018 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $288,418 | 19,331 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $400,219 | 25,688 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||