Position in RGT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,141,738
+$394,347 QoQ
Shares Held
431,605
+0.3% QoQ
Ownership
6.58%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 36 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RGT 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. RGT ranks #270 (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 RGT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,141,738 | 431,605 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,747,391 | 430,194 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,573,336 | 425,121 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $5,453,010 | 421,082 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $5,109,381 | 424,720 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $3,214,385 | 306,132 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,354,362 | 312,907 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $3,554,680 | 306,438 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $3,482,494 | 313,174 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $3,442,981 | 322,075 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $3,245,131 | 332,834 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $3,095,499 | 355,396 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $3,321,114 | 359,428 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,330,414 | 370,046 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,933,932 | 339,183 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,685,906 | 334,901 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,150,392 | 353,183 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $4,115,421 | 362,273 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $5,171,877 | 394,198 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,973,787 | 321,928 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,859,706 | 324,413 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $4,651,046 | 327,308 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,424,083 | 331,144 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $5,619,966 | 457,652 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,288,658 | 457,101 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,646,783 | 453,580 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||