Position in RIV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$21,792,177
+$779,923 QoQ
Shares Held
1,868,969
-1.3% QoQ
Ownership
6.89%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 60 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RIV 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. RIV ranks #163 (0.1% 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 RIV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,792,177 | 1,868,969 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $21,012,254 | 1,892,996 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $20,340,265 | 1,732,561 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $21,374,520 | 1,781,210 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $21,657,965 | 1,766,557 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $20,850,846 | 1,768,520 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $19,282,862 | 1,678,236 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $22,107,623 | 1,711,115 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $20,210,288 | 1,649,820 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $19,215,818 | 1,596,001 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $16,674,791 | 1,517,270 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $16,559,140 | 1,575,558 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $17,812,761 | 1,557,059 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $16,745,496 | 1,474,079 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $17,218,407 | 1,402,154 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $16,937,398 | 1,390,596 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $19,393,554 | 1,373,485 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $20,712,128 | 1,296,936 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $15,460,569 | 969,317 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $19,059,262 | 1,121,130 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $19,314,600 | 1,051,996 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $14,931,029 | 856,139 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $12,883,665 | 800,226 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $11,403,080 | 795,527 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $13,042,341 | 878,862 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $10,074,299 | 811,132 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||