Position in MSDL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$237,735,900
+$16,129,811 QoQ
Shares Held
15,723,274
-1.0% QoQ
Ownership
18.7%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1
of 140 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in MSDL 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. MSDL ranks #18 (0.9% 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 MSDL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,735,900 | 15,723,274 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $221,606,089 | 15,874,362 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $261,642,014 | 15,876,336 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $255,722,536 | 15,903,143 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $292,293,346 | 15,613,961 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $307,811,898 | 15,421,438 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $272,173,866 | 13,173,953 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $228,244,721 | 11,539,167 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $212,860,755 | 9,741,911 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $209,623,552 | 9,727,311 | Shares | Defined | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||