Position in SCD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,463,838
-$281,035 QoQ
Shares Held
432,943
-4.9% QoQ
Ownership
1.89%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.0002309772880032706.ToString("F0")%
Shared 0.ToString("F0")%
None 99.99976902271199.ToString("F0")%
Common Shares in SCD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $24,819,203,406 across 477 Asset Management names. SCD ranks #258 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
32,494,438 | $3,736,535,415 | |
| 2 | BLK |
BlackRock, Inc.
|
3,437,546 | $3,305,922,353 | |
| 3 | APO |
Apollo Global Management, Inc.
|
8,829,846 | $983,821,436 | |
| 4 | AMP |
Ameriprise Financial Inc
|
2,009,741 | $893,128,894 | |
| 5 | KKR |
KKR & Co. Inc.
|
8,473,653 | $783,812,898 | |
| 6 | STT |
State Street Corp
|
4,953,857 | $626,960,134 | |
| 7 | CG |
Carlyle Group Inc.
|
10,172,445 | $492,244,607 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,732,512 | $479,386,064 |
All Filings in SCD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,463,838 | 432,943 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,744,873 | 455,427 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $6,388,296 | 411,352 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $6,103,717 | 391,264 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $6,021,906 | 378,023 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,668,336 | 387,694 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $6,730,250 | 382,618 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $6,993,198 | 451,757 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $6,944,300 | 444,009 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $6,266,701 | 447,302 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $5,214,799 | 417,184 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $5,660,878 | 441,911 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,848,588 | 479,000 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $6,321,950 | 525,079 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,840,959 | 518,275 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,107,986 | 576,947 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $5,896,260 | 403,301 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $6,901,012 | 454,014 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,153,100 | 447,173 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,158,046 | 427,049 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $5,376,913 | 423,379 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,830,450 | 414,631 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $4,018,830 | 394,003 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,370,454 | 636,409 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,400,829 | 918,217 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||