Position in WEA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$23,368,314
+$1,076,350 QoQ
Shares Held
2,194,208
+4.1% QoQ
Ownership
18.5%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 40 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. WEA ranks #160 (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 WEA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,368,314 | 2,194,208 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $22,291,964 | 2,106,991 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $21,697,333 | 1,967,120 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $21,778,586 | 1,939,322 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $20,134,257 | 1,855,692 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $19,091,291 | 1,703,059 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $16,567,630 | 1,538,313 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $15,847,508 | 1,404,921 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $13,296,777 | 1,267,567 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $8,879,558 | 834,545 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $9,140,665 | 846,358 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $7,392,922 | 732,698 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $8,324,608 | 816,939 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,325,205 | 522,079 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,953,016 | 559,494 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,688,489 | 478,906 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,166,108 | 488,290 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $3,452,280 | 287,690 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $2,749,740 | 191,887 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,590,342 | 183,452 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,577,442 | 175,098 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $2,401,524 | 170,927 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,361,558 | 166,659 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,194,332 | 169,840 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,282,913 | 173,870 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,948,763 | 172,916 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||