Position in VMO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$16,893,223
+$2,384,217 QoQ
Shares Held
1,711,573
+12.2% QoQ
Ownership
2.54%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 110 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in VMO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,924,699,662 across 472 Asset Management names. VMO ranks #189 (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 VMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,893,223 | 1,711,573 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $14,509,006 | 1,525,658 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $14,041,657 | 1,467,258 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $10,179,442 | 1,052,683 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $6,966,645 | 758,894 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $5,237,614 | 551,909 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,609,758 | 474,255 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $5,024,463 | 489,237 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $3,274,084 | 324,810 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $3,063,947 | 314,897 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $2,962,233 | 308,245 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $3,271,777 | 397,543 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $5,078,165 | 536,804 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,614,743 | 572,349 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $6,204,441 | 626,079 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,940,962 | 542,367 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,973,348 | 675,058 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $3,207,603 | 280,140 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $3,986,242 | 288,649 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,412,259 | 249,252 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,352,100 | 246,478 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $2,991,596 | 226,980 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,909,510 | 226,951 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,395,315 | 196,016 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,492,545 | 125,847 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,283,361 | 112,084 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||