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Disclosery

MORGAN STANLEY: KKR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGAN STANLEY on KKR, newest first. How the timeline and the estimate are built.

MORGAN STANLEY held 9,004,913 KKR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,004,913 shares
    Change vs previous 13F +531,260 shares

    0.04% of the 13F portfolio, value $826,471,191.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,473,653 shares
    Change vs previous 13F +601,385 shares

    0.05% of the 13F portfolio, value $783,813,265.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 7,872,268 shares
    Change vs previous 13F +81,614 shares

    0.06% of the 13F portfolio, value $1,003,557,085.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 7,790,654 shares
    Change vs previous 13F +1,004,762 shares

    0.06% of the 13F portfolio, value $1,012,395,831.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,785,892 shares
    Change vs previous 13F +622,796 shares

    0.06% of the 13F portfolio, value $902,727,675.

    13F-HR 0000895421-25-000499 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,163,096 shares
    Change vs previous 13F +315,662 shares

    0.05% of the 13F portfolio, value $712,515,963.

    13F-HR 0000895421-25-000381 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 5,847,434 shares
    Change vs previous 13F +533,515 shares

    0.06% of the 13F portfolio, value $864,894,365.

    13F-HR/A 0000895421-25-000380 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 5,313,919 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $693,891,938.

    13F-HR/A 0000895421-25-000379 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).