Position in WIA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$746,365
+$3,306 QoQ
Shares Held
91,804
-0.2% QoQ
Ownership
0.394%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 52 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in WIA 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. WIA ranks #403 (0.0% 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 WIA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $746,365 | 91,804 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $743,059 | 91,963 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,599,746 | 193,440 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,395,563 | 165,744 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,405,116 | 167,276 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,792,651 | 214,689 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,875,360 | 234,420 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $2,380,206 | 278,387 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $2,460,686 | 307,202 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $2,530,309 | 310,849 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $2,704,112 | 333,019 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,962,292 | 378,810 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $2,685,390 | 325,108 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,034,643 | 350,826 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,362,351 | 390,517 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,594,706 | 625,107 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,816,673 | 799,251 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $12,087,188 | 1,033,093 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $13,764,789 | 1,038,852 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $13,158,163 | 954,874 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $12,053,818 | 860,987 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $10,102,207 | 789,852 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $9,379,518 | 687,648 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $6,581,950 | 540,390 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,282,501 | 363,540 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,993,048 | 284,781 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||