Position in SBI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,361,713
-$36,749 QoQ
Shares Held
300,091
-3.9% QoQ
Ownership
2.13%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 59 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SBI 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. SBI ranks #348 (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 SBI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,361,713 | 300,091 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,398,462 | 312,300 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,294,967 | 298,824 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $2,056,883 | 260,036 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,731,433 | 230,244 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,644,714 | 210,861 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,596,767 | 206,301 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,875,692 | 228,743 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,809,747 | 230,248 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,753,953 | 221,459 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,736,902 | 225,572 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $3,134,847 | 437,828 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $3,490,232 | 458,036 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,731,826 | 471,786 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,702,886 | 487,864 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,514,240 | 478,128 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,877,648 | 481,098 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $1,767,066 | 205,712 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $1,954,346 | 202,733 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,882,266 | 193,053 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,878,048 | 192,226 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $2,013,458 | 216,734 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,028,820 | 220,524 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,656,835 | 293,249 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,810,660 | 561,993 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,008,853 | 594,170 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||