Position in OBDC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$107,607,453
+$2,578,962 QoQ
Shares Held
9,899,490
+4.2% QoQ
Ownership
2.01%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#5
of 425 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in OBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,924,699,662 across 472 Asset Management names. OBDC ranks #37 (0.4% 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 OBDC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,607,453 | 9,899,490 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $105,028,491 | 9,496,247 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $113,577,954 | 9,137,406 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $126,150,830 | 9,878,687 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $146,147,383 | 10,191,589 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $120,868,574 | 8,244,787 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $114,699,425 | 7,585,941 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $103,875,251 | 7,129,393 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $96,042,269 | 6,252,752 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $88,996,782 | 5,786,527 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $70,724,337 | 4,791,622 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $59,313,132 | 4,282,537 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $55,367,185 | 4,125,722 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $51,203,091 | 4,060,515 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $51,515,965 | 4,460,257 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $56,755,547 | 5,473,052 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $76,110,189 | 6,172,765 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $81,297,935 | 5,500,537 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $58,165,030 | 4,107,700 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $40,754,016 | 2,886,262 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $29,969,923 | 2,100,205 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $18,717,628 | 1,359,305 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $23,948,185 | 1,891,642 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $23,938,049 | 1,984,913 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $16,849,523 | 1,366,547 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,686,049 | 232,760 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||