Position in MUA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,683,538
+$458,273 QoQ
Shares Held
516,216
+4.8% QoQ
Ownership
0.769%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 95 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MUA 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. MUA ranks #277 (0.0% 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 MUA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,683,538 | 516,216 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,225,265 | 492,485 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,091,301 | 288,637 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $2,981,837 | 268,634 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $3,099,678 | 298,046 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $3,413,441 | 315,184 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,988,572 | 270,704 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $3,382,496 | 272,782 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $3,050,254 | 262,953 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $2,976,863 | 268,670 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $2,603,222 | 245,819 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,155,689 | 239,521 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $2,313,048 | 227,215 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,428,091 | 230,588 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,483,892 | 229,565 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,654,424 | 258,464 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,008,070 | 246,968 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $2,627,622 | 205,283 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $3,052,288 | 205,403 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,069,276 | 202,059 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,186,371 | 188,990 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $2,724,790 | 178,792 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,190,857 | 149,241 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,988,705 | 144,528 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,971,959 | 142,072 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,853,203 | 139,025 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||