Skip to main content
Equibles

MORGAN STANLEY

Position in TBLD — Thornburg Income Builder Opportunities Trust

CIK 895421 NEW YORK, NY
Back to TBLD Full portfolio

Position in TBLD

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$17,035,722
+$1,764,825 QoQ
Shares Held
771,895
+6.9% QoQ
Ownership
2.41%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 56 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in TBLD Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. TBLD ranks #188 (0.1% 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 TBLD

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $17,035,722 771,895
2026-03-31 $15,270,897 722,199
2025-12-31 $11,795,222 586,827
2025-09-30 $9,832,600 494,349
2025-06-30 $8,469,520 431,678
2025-03-31 $7,072,556 394,234
2024-12-31 $6,061,124 372,305
2024-09-30 $5,237,403 293,906
2024-06-30 $4,339,113 269,009
2024-03-31 $4,304,565 266,207
2023-12-31 $4,148,783 267,491
2023-09-30 $3,221,489 220,650
2023-06-30 $2,232,474 146,584
2023-03-31 $2,020,636 129,445
2022-12-31 $1,738,675 121,756
2022-09-30 $814,888 63,963
2022-06-30 $498,810 34,377
2022-03-31 $223,656 13,087