Position in PEO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$35,834,776
+$411,684 QoQ
Shares Held
1,449,627
+13.8% QoQ
Ownership
5.17%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 97 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in PEO 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. PEO ranks #117 (0.1% 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 PEO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,834,776 | 1,449,627 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $35,423,092 | 1,274,212 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $21,269,174 | 978,343 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $19,694,305 | 915,163 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $16,974,723 | 794,325 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $15,877,606 | 696,081 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $14,491,404 | 666,578 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $16,500,619 | 710,621 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $15,921,757 | 674,365 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $15,313,984 | 664,093 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $13,171,614 | 638,469 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $15,794,589 | 683,157 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $15,053,108 | 723,012 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $12,725,426 | 618,941 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $10,691,395 | 490,431 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,281,821 | 220,032 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,165,954 | 265,329 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $7,599,577 | 363,095 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $5,374,880 | 325,356 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,981,841 | 317,517 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,543,516 | 280,464 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $4,100,368 | 278,747 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,157,801 | 277,731 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,891,437 | 295,648 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,417,212 | 300,811 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,540,669 | 306,474 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||