Position in MMU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$46,320,565
+$1,114,032 QoQ
Shares Held
4,445,352
+1.1% QoQ
Ownership
8.14%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 106 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in MMU 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. MMU ranks #90 (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 MMU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,320,565 | 4,445,352 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $45,206,533 | 4,397,523 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $42,725,207 | 4,092,453 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $41,302,207 | 3,994,411 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $39,960,783 | 4,036,443 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $41,161,140 | 4,000,111 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $38,538,006 | 3,778,236 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $40,140,540 | 3,703,002 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $35,198,030 | 3,400,776 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $33,499,981 | 3,205,740 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $28,291,209 | 2,781,830 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $32,304,390 | 3,617,513 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $34,075,250 | 3,431,546 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $35,820,905 | 3,484,524 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $34,224,122 | 3,398,622 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $31,136,407 | 3,209,939 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $32,930,463 | 3,115,465 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $26,546,598 | 2,284,561 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $27,726,212 | 2,119,741 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $26,103,538 | 1,956,787 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $27,759,708 | 2,048,687 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $26,607,390 | 2,048,298 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $27,387,450 | 2,132,979 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $26,456,638 | 2,170,356 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $25,665,802 | 2,137,036 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $27,190,760 | 2,273,475 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||