MORGAN STANLEY
Position in VGM — Invesco Trust for Investment Grade Municipals
CIK 895421
NEW YORK, NY
Position in VGM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,778,468
+$92,837 QoQ
Shares Held
686,775
+6.5% QoQ
Ownership
1.27%
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 0.0002912161916202541.ToString("F0")%
Shared 0.ToString("F0")%
None 99.99970878380839.ToString("F0")%
Common Shares in VGM 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. VGM ranks #254 (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 VGM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,778,468 | 686,775 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,685,631 | 644,709 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $5,515,926 | 545,052 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $5,017,437 | 528,708 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $5,130,205 | 515,081 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,444,423 | 440,042 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $5,011,996 | 474,621 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $4,616,970 | 449,559 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $4,538,300 | 460,274 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $4,510,373 | 456,054 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $8,318,456 | 978,642 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $9,558,804 | 984,429 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $10,119,644 | 1,018,073 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $10,356,805 | 1,030,528 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $7,190,837 | 768,252 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,093,020 | 768,568 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $4,453,423 | 383,255 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $5,610,002 | 401,575 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,030,855 | 367,484 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,965,183 | 354,150 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $4,751,146 | 352,459 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,594,767 | 347,825 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $4,203,138 | 338,417 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,144,312 | 344,212 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,149,880 | 343,249 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||