Position in PPT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,020,278
-$963,520 QoQ
Shares Held
1,132,473
-19.6% QoQ
Ownership
1.18%
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 5%
Shared 0%
None 95%
Common Shares in PPT 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. PPT ranks #311 (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 PPT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,020,278 | 1,132,473 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,983,798 | 1,407,853 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $5,660,337 | 1,533,967 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $6,139,655 | 1,672,931 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $5,633,378 | 1,560,493 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,348,977 | 1,502,522 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $5,245,176 | 1,406,214 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $5,244,859 | 1,465,045 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $4,964,229 | 1,410,293 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $5,532,620 | 1,549,754 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $5,532,500 | 1,651,493 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $6,629,979 | 1,883,517 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,554,148 | 2,121,952 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $8,439,520 | 2,324,937 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $10,499,945 | 2,932,946 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,078,371 | 3,178,519 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $6,465,535 | 1,620,435 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $6,743,154 | 1,579,193 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,396,723 | 1,618,539 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,028,002 | 1,508,155 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $6,748,865 | 1,385,804 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $8,030,125 | 1,726,909 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $7,206,111 | 1,619,351 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,727,937 | 1,419,396 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,582,632 | 1,449,919 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||