Position in PIM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$534,089
-$27,035 QoQ
Shares Held
165,353
-3.6% QoQ
Ownership
0.343%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 59 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PIM 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. PIM ranks #414 (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 PIM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $534,089 | 165,353 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $561,124 | 171,598 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $576,714 | 172,669 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $739,692 | 215,027 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $634,452 | 189,389 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $638,913 | 192,444 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $626,392 | 192,145 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $666,941 | 196,738 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $633,796 | 196,222 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $598,879 | 187,150 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $598,663 | 187,669 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $583,657 | 193,264 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $518,783 | 164,172 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $473,482 | 148,894 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $520,380 | 162,619 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $492,882 | 151,656 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $708,262 | 207,702 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $505,352 | 141,160 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $448,814 | 113,624 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $823,356 | 202,299 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,362,064 | 325,075 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $1,853,945 | 429,154 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $715,187 | 169,075 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $443,078 | 107,805 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $471,721 | 115,618 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $459,224 | 112,555 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||