Position in RA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$68,680,034
+$3,535,996 QoQ
Shares Held
5,332,301
+5.3% QoQ
Ownership
9.65%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 113 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in RA 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. RA ranks #62 (0.3% 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 RA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,680,034 | 5,332,301 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $65,144,038 | 5,065,633 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $57,170,432 | 4,411,299 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $57,349,774 | 4,292,648 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $53,810,464 | 4,024,717 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $48,356,814 | 3,674,530 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $47,360,509 | 3,555,594 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $63,367,375 | 4,625,356 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $48,400,860 | 3,793,171 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $43,594,971 | 3,374,224 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $34,522,269 | 2,694,947 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $28,125,839 | 2,295,987 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $32,276,657 | 1,925,815 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $31,056,677 | 1,887,944 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $26,526,598 | 1,642,514 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $27,538,201 | 1,600,128 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $29,466,970 | 1,598,859 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $33,647,434 | 1,622,345 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $28,941,619 | 1,370,991 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $32,869,474 | 1,571,950 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $31,309,071 | 1,429,638 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $17,442,792 | 842,647 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $15,701,667 | 880,632 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $14,704,913 | 890,128 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $10,892,323 | 653,801 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $9,891,456 | 673,805 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||