Position in VGI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,275,194
+$166,393 QoQ
Shares Held
308,292
+14.6% QoQ
Ownership
2.73%
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.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in VGI 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. VGI ranks #351 (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 VGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,275,194 | 308,292 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,108,801 | 268,980 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $2,179,576 | 274,506 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,801,983 | 229,845 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,869,844 | 241,582 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,914,451 | 250,583 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $2,143,209 | 264,594 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $2,057,365 | 271,779 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $2,287,855 | 298,676 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $2,321,099 | 296,437 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,221,060 | 302,597 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $2,348,894 | 314,444 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,633,681 | 339,830 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,774,553 | 358,007 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,550,936 | 742,104 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,453,752 | 781,326 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $8,488,395 | 855,685 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $9,210,281 | 825,294 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,665,850 | 736,266 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,630,279 | 722,804 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $8,087,875 | 680,225 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $7,469,726 | 616,823 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $6,036,724 | 559,993 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,864,552 | 526,914 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,057,439 | 524,087 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||