Position in PMM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,159,456
+$739,711 QoQ
Shares Held
788,908
+9.8% QoQ
Ownership
1.84%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 87 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PMM 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. PMM ranks #287 (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 PMM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,159,456 | 788,908 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,419,745 | 718,658 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,911,816 | 783,384 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $4,697,022 | 777,653 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $4,807,990 | 804,012 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $4,902,411 | 799,741 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,306,248 | 721,315 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,900,023 | 599,082 | Shares | Defined | 2025-02-14 | |
| 2024-06-30 | $3,496,260 | 563,913 | Shares | Defined | 2024-10-17 | |
| 2024-03-31 | $3,498,296 | 584,023 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $2,859,812 | 470,364 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $4,389,521 | 802,472 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $4,542,445 | 745,886 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,904,540 | 636,956 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,192,842 | 667,650 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,087,713 | 547,467 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,637,233 | 549,431 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $4,687,996 | 663,083 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $6,001,749 | 684,350 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,063,372 | 607,119 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,275,716 | 601,564 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $4,993,610 | 612,713 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,462,613 | 552,988 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $4,286,320 | 559,572 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,063,377 | 554,349 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,765,124 | 522,934 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||