Position in PCQ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,901,320
-$145,066 QoQ
Shares Held
434,930
-7.8% QoQ
Ownership
2.29%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 82 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in PCQ 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. PCQ ranks #313 (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 PCQ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,901,320 | 434,930 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,046,386 | 471,607 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,158,883 | 476,390 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $4,651,587 | 533,439 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $2,963,824 | 345,032 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $3,098,977 | 350,167 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,113,059 | 344,365 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $3,391,070 | 340,469 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $3,092,745 | 328,317 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $2,346,355 | 250,679 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $2,334,034 | 250,433 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,819,461 | 338,065 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $4,106,072 | 418,987 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,939,613 | 490,041 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $8,328,450 | 552,651 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $7,599,162 | 548,676 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,921,525 | 514,051 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $5,719,776 | 364,317 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $6,736,457 | 362,565 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,685,610 | 353,736 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,358,756 | 333,793 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $5,658,183 | 317,697 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $5,637,359 | 313,535 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $5,763,066 | 325,597 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,592,192 | 287,012 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,451,548 | 284,808 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||