Position in SAR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$930,616
+$312,002 QoQ
Shares Held
41,713
+47.5% QoQ
Ownership
0.256%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 59 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in SAR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,926,588,060 across 473 Asset Management names. SAR ranks #395 (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 SAR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $930,616 | 41,713 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $618,614 | 28,286 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $699,896 | 30,338 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,878,833 | 77,033 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,932,240 | 77,913 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $2,346,899 | 92,653 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,253,071 | 94,192 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,969,641 | 84,935 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $2,218,924 | 97,750 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,298,643 | 55,976 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $828,682 | 32,045 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,321,209 | 51,409 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $957,874 | 35,490 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $810,527 | 32,062 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $658,100 | 25,818 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $730,273 | 35,160 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $820,157 | 34,216 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $770,693 | 28,272 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $810,093 | 27,573 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $903,412 | 31,434 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $307,365 | 11,439 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $284,242 | 11,226 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $235,792 | 11,309 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $748,632 | 44,588 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $672,574 | 42,568 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $514,013 | 44,658 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||