Position in MMT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$56,295,974
+$44,320,132 QoQ
Shares Held
12,794,540
+393.6% QoQ
Ownership
23.4%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 137 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in MMT 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. MMT ranks #77 (0.2% 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 MMT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,328,288 | 8,483,702 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $56,295,974 | 12,794,540 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $11,975,842 | 2,592,174 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $13,232,646 | 2,845,731 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $13,765,318 | 2,879,774 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $13,406,786 | 2,852,508 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $13,395,430 | 2,880,738 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $13,312,685 | 2,838,526 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $13,772,552 | 2,828,040 | Shares | Defined | 2025-02-14 | |
| 2024-06-30 | $13,633,030 | 2,913,041 | Shares | Defined | 2024-10-17 | |
| 2024-03-31 | $13,792,188 | 2,978,875 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $13,519,595 | 2,971,340 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $13,651,433 | 3,204,562 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $15,868,952 | 3,518,615 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $16,708,292 | 3,680,241 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $17,351,696 | 3,847,383 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $18,190,318 | 4,300,312 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $20,953,062 | 4,594,970 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $3,250,691 | 612,183 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $3,919,741 | 613,418 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,100,852 | 625,130 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,928,506 | 628,561 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $3,927,754 | 606,135 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,496,856 | 572,317 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,185,674 | 566,846 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,148,754 | 564,293 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,729,821 | 542,708 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||