Position in SCM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,360,823
+$1,132,635 QoQ
Shares Held
147,755
+721.0% QoQ
Ownership
0.510%
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 79%
Shared 0%
None 21%
Common Shares in SCM 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. SCM ranks #386 (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 SCM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,360,823 | 147,755 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $228,188 | 17,996 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $336,463 | 25,763 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $2,072,346 | 148,662 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $3,074,960 | 219,640 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,171,504 | 157,813 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $2,008,691 | 146,727 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $2,415,105 | 175,900 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $2,518,892 | 192,576 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $2,356,006 | 183,347 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,475,689 | 182,036 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $669,774 | 47,603 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $400,859 | 28,450 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $280,621 | 21,163 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $211,804 | 17,754 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $158,000 | 14,196 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $210,655 | 15,166 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $193,932 | 14,895 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $279,418 | 21,395 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $348,680 | 27,695 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $349,135 | 27,491 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $283,598 | 26,066 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $228,157 | 26,225 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $203,840 | 28,000 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $232,651 | 31,914 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||