Position in NOAH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$690,865
-$259,681 QoQ
Shares Held
69,156
-28.0% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 88 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in NOAH 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. NOAH ranks #407 (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 NOAH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690,865 | 69,156 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $950,546 | 96,015 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,499,071 | 149,310 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,792,541 | 154,663 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,755,285 | 147,009 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,013,898 | 107,291 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,161,407 | 99,181 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $632,600 | 51,306 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,359,528 | 140,884 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $2,326,060 | 203,505 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $101,832 | 7,374 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $83,221 | 6,674 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $109,372 | 7,768 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $301,289 | 18,205 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $627,392 | 40,477 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,395,989 | 105,677 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,222,310 | 159,284 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $1,112,025 | 47,260 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $1,831,882 | 59,690 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,119,577 | 30,153 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,583,511 | 33,549 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $3,785,009 | 85,248 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,768,681 | 36,994 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,002,702 | 38,462 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,782,642 | 69,990 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $659,454 | 25,501 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||