Position in PDT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,236,980
+$493,788 QoQ
Shares Held
249,960
+19.4% QoQ
Ownership
0.508%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 108 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in PDT 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. PDT ranks #326 (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 PDT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,236,980 | 249,960 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,743,192 | 209,404 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,631,007 | 207,166 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $3,341,989 | 250,524 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $2,868,162 | 217,780 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $3,353,476 | 256,382 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,044,248 | 317,445 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $9,453,026 | 715,055 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $8,963,036 | 760,869 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $8,708,397 | 747,502 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $8,078,556 | 758,550 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $5,888,853 | 612,147 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $6,965,219 | 591,275 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,138,548 | 576,154 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,867,051 | 221,565 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,118,207 | 230,296 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,187,979 | 227,388 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $3,874,204 | 236,088 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $3,876,619 | 231,994 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,500,870 | 210,642 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,512,288 | 207,337 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $2,975,593 | 199,303 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,486,136 | 316,594 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,518,435 | 202,284 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,704,821 | 203,370 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,623,214 | 215,194 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||