Position in TY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,702,345
+$1,207,901 QoQ
Shares Held
543,357
-1.9% QoQ
Ownership
1.02%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 156 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,926,588,060 across 473 Asset Management names. TY ranks #178 (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 TY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,702,345 | 543,357 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $17,494,444 | 553,797 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $18,368,408 | 562,413 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $17,033,082 | 500,973 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $16,128,900 | 509,441 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $17,360,047 | 566,027 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $18,098,219 | 571,102 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $17,850,420 | 540,267 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $16,811,443 | 542,830 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $16,630,520 | 539,952 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $17,205,972 | 596,808 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $15,720,220 | 591,208 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $17,792,918 | 648,903 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $18,423,203 | 693,906 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $17,876,462 | 697,482 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $17,017,949 | 665,804 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $20,111,878 | 768,509 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $9,147,421 | 296,609 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $12,966,038 | 390,661 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,566,036 | 346,496 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $11,735,823 | 344,260 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $10,645,601 | 328,264 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $9,104,343 | 308,936 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $8,075,379 | 311,430 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $7,303,237 | 295,558 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,378,762 | 257,234 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||