Position in PMO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,475,493
+$182,537 QoQ
Shares Held
434,514
+8.3% QoQ
Ownership
1.55%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PMO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $24,819,203,406 across 477 Asset Management names. PMO ranks #296 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
32,494,438 | $3,736,535,415 | |
| 2 | BLK |
BlackRock, Inc.
|
3,437,546 | $3,305,922,353 | |
| 3 | APO |
Apollo Global Management, Inc.
|
8,829,846 | $983,821,436 | |
| 4 | AMP |
Ameriprise Financial Inc
|
2,009,741 | $893,128,894 | |
| 5 | KKR |
KKR & Co. Inc.
|
8,473,653 | $783,812,898 | |
| 6 | STT |
State Street Corp
|
4,953,857 | $626,960,134 | |
| 7 | CG |
Carlyle Group Inc.
|
10,172,445 | $492,244,607 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,732,512 | $479,386,064 |
All Filings in PMO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,475,493 | 434,514 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,292,956 | 401,211 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $3,971,377 | 384,451 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $3,636,164 | 367,661 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $4,191,696 | 411,354 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,179,525 | 412,589 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $3,527,860 | 323,657 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $3,361,462 | 327,628 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $2,265,689 | 223,001 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $2,264,614 | 221,370 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,071,315 | 225,143 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $2,393,540 | 234,431 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,765,778 | 266,967 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,742,087 | 252,727 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,760,158 | 179,608 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,105,658 | 178,597 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $2,340,916 | 200,937 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $2,929,939 | 203,468 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,773,414 | 202,439 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,831,747 | 200,265 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $2,618,601 | 195,418 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,610,025 | 190,652 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,459,552 | 189,634 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,305,844 | 180,426 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,350,006 | 196,983 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||