Position in STEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$44,848,545
+$9,199,465 QoQ
Shares Held
1,084,346
+45.2% QoQ
Ownership
0.899%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 273 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in STEP 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. STEP ranks #96 (0.2% 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 STEP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,848,545 | 1,084,346 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $35,649,080 | 747,047 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $50,896,367 | 793,149 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $35,542,873 | 544,218 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $31,482,318 | 567,249 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $33,852,087 | 648,135 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $35,246,602 | 608,960 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $39,520,373 | 695,414 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $19,620,724 | 427,560 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $4,854,919 | 135,840 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $11,004,963 | 345,742 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $8,743,109 | 276,856 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $7,792,321 | 314,080 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,861,218 | 323,907 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $7,334,855 | 291,297 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $10,216,229 | 416,819 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,896,622 | 418,618 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $15,076,680 | 456,040 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $21,390,088 | 514,556 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,961,766 | 233,625 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,910,959 | 200,900 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $3,415,828 | 96,848 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,775,596 | 44,613 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $148,137 | 5,567 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||