Position in PDO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$68,449,537
+$2,639,575 QoQ
Shares Held
5,177,726
+1.7% QoQ
Ownership
3.63%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 138 holders
Holding Since
Mar 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PDO 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. PDO ranks #63 (0.3% 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 PDO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,449,537 | 5,177,726 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $65,809,962 | 5,089,711 | Shares | Defined | 2026-05-15 | |
| 2025-06-30 | $63,189,817 | 4,687,672 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $64,674,775 | 4,659,566 | Shares | Defined | 2025-05-15 | |
| 2024-03-31 | $73,262,246 | 5,562,813 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $67,856,637 | 5,543,843 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $73,766,209 | 6,209,277 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $77,609,532 | 5,942,537 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $80,473,184 | 6,489,773 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $76,265,492 | 5,972,239 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $74,879,958 | 5,677,025 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $115,085,582 | 5,883,721 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $127,480,543 | 6,076,289 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $81,343,489 | 4,052,989 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||