Position in SRV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,273,527
-$545,296 QoQ
Shares Held
51,102
-29.2% QoQ
Ownership
1.09%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SRV 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. SRV ranks #352 (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 SRV
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,273,527 | 51,102 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,818,823 | 72,185 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $2,509,191 | 54,607 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $2,236,969 | 52,821 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $2,771,750 | 63,066 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,745,038 | 61,714 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $2,629,169 | 58,413 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $2,348,763 | 56,624 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $2,568,587 | 62,299 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $2,148,523 | 63,397 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,735,060 | 75,201 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $4,458,785 | 119,187 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,125,812 | 125,979 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,361,212 | 129,914 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,435,864 | 136,153 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,074,129 | 110,620 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $3,718,605 | 106,642 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $3,604,916 | 118,194 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,264,723 | 134,153 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,442,611 | 150,546 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $2,938,971 | 118,031 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,933,329 | 90,639 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,334,882 | 86,066 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,963,171 | 107,630 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||