Position in STEW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$37,049,713
-$6,753,983 QoQ
Shares Held
2,166,650
-8.3% QoQ
Ownership
2.25%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 125 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1.7495211501626935.ToString("F0")%
Shared 0.ToString("F0")%
None 98.25047884983731.ToString("F0")%
Common Shares in STEW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $24,808,844,619 across 475 Asset Management names. STEW ranks #105 (0.1% 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 STEW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,049,713 | 2,166,650 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $43,803,696 | 2,362,659 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $42,814,850 | 2,357,646 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $42,955,202 | 2,429,593 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $42,936,145 | 2,489,052 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $41,092,484 | 2,565,074 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $43,073,468 | 2,726,169 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $43,882,551 | 3,015,983 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $48,352,643 | 3,210,667 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $51,857,194 | 3,738,803 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $62,863,735 | 4,843,123 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $66,823,232 | 5,031,870 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $61,304,817 | 4,992,249 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $65,689,923 | 5,172,435 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $58,059,432 | 5,336,345 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $64,317,719 | 5,382,236 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $38,356,682 | 2,586,425 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $37,025,632 | 2,605,604 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $34,826,190 | 2,656,460 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $35,261,504 | 2,604,247 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $30,832,711 | 2,450,931 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $26,813,422 | 2,406,950 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $22,843,760 | 2,284,376 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $20,084,240 | 2,132,085 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $21,384,636 | 2,324,417 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||