Position in PML
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,184,346
+$1,295,862 QoQ
Shares Held
1,863,909
+9.5% QoQ
Ownership
2.80%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 153 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PML Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,926,588,060 across 473 Asset Management names. PML ranks #208 (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 PML
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,184,346 | 1,863,909 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $12,888,484 | 1,702,574 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $13,096,677 | 1,736,960 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $15,736,722 | 1,989,472 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $10,870,220 | 1,459,090 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $10,487,207 | 1,294,717 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $9,492,991 | 1,173,423 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $13,387,989 | 1,425,771 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $12,453,356 | 1,459,948 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $11,572,588 | 1,361,481 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $9,453,641 | 1,138,993 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $6,936,771 | 902,051 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $8,474,285 | 937,421 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $9,287,019 | 989,033 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $8,219,266 | 909,211 | Shares | Defined | 2023-02-14 | |
| 2021-12-31 | $9,511,430 | 651,022 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,248,199 | 627,422 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,320,555 | 684,387 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $10,044,148 | 675,010 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $9,689,593 | 677,594 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $8,840,596 | 654,859 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $8,609,963 | 640,146 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $8,132,292 | 642,869 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||