Position in PCM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$136,837
+$30,918 QoQ
Shares Held
24,523
+32.2% QoQ
Ownership
0.199%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 31 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PCM 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. PCM ranks #438 (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 PCM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,837 | 24,523 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $105,919 | 18,550 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $102,009 | 16,614 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $104,829 | 15,623 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $94,899 | 14,992 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $275,273 | 42,612 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $279,194 | 36,259 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $237,589 | 29,736 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $229,351 | 30,910 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $255,112 | 30,848 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $323,859 | 40,686 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $414,276 | 46,548 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $513,240 | 53,296 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $465,550 | 55,291 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $456,625 | 58,021 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $549,159 | 68,817 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $496,595 | 53,686 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $468,015 | 45,974 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $155,407 | 14,497 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $167,628 | 14,769 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $156,494 | 13,184 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $139,502 | 12,173 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $101,312 | 9,442 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $100,734 | 9,954 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $102,489 | 10,880 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $124,618 | 15,695 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||