Position in VFL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,201,468
-$72,689 QoQ
Shares Held
221,031
-0.2% QoQ
Ownership
1.80%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VFL 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. VFL ranks #353 (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 VFL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,201,468 | 221,031 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,274,157 | 221,437 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $2,351,920 | 229,232 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $983,310 | 101,792 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $661,472 | 65,234 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $634,462 | 62,632 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $961,703 | 86,097 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $920,187 | 87,139 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $998,465 | 96,377 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,022,663 | 100,163 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,232,313 | 143,126 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,392,618 | 138,707 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,280,986 | 120,055 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,075,088 | 103,673 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,900,514 | 358,174 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,677,810 | 236,765 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $2,720,078 | 215,026 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $1,795,343 | 127,149 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,832,013 | 129,930 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,801,490 | 127,494 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $1,408,615 | 107,364 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,325,744 | 100,664 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,037,423 | 84,070 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,735,448 | 141,785 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,768,080 | 144,451 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||