Position in PDO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$65,809,962
-$8,890,952 QoQ
Shares Held
5,089,711
-5.7% QoQ
Ownership
3.57%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 3.9294961933988E-05.ToString("F0")%
Shared 0.ToString("F0")%
None 99.99996070503808.ToString("F0")%
Common Shares in PDO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $24,819,190,311 across 476 Asset Management names. PDO ranks #61 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
32,494,438 | $3,736,535,415 | |
| 2 | BLK |
BlackRock, Inc.
|
3,437,546 | $3,305,922,353 | |
| 3 | APO |
Apollo Global Management, Inc.
|
8,829,846 | $983,821,436 | |
| 4 | AMP |
Ameriprise Financial Inc
|
2,009,741 | $893,128,894 | |
| 5 | KKR |
KKR & Co. Inc.
|
8,473,653 | $783,812,898 | |
| 6 | STT |
State Street Corp
|
4,953,857 | $626,960,134 | |
| 7 | CG |
Carlyle Group Inc.
|
10,172,445 | $492,244,607 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,732,512 | $479,386,064 |
All Filings in PDO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $65,809,962 | 5,089,711 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $74,700,914 | 5,397,465 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $66,345,192 | 4,698,668 | Shares | Defined | 2026-05-27 | |
| 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 | |
| 2024-12-31 | $67,174,608 | 4,942,944 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $68,331,451 | 4,839,338 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $70,715,398 | 5,320,948 | Shares | Defined | 2025-05-14 | |
| 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 | |
| 2022-06-30 | $87,209,682 | 6,296,728 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $104,788,900 | 6,167,681 | Shares | Defined | 2022-10-27 | |
| 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 | |
| 2021-06-30 | $115,782,060 | 4,994,912 | Shares | Defined | 2021-08-23 | |
| 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. | ||||||