Morgan Stanley (TKO: TKO) trims TKO Group stake to 4.1% in 13G/A
Rhea-AI Filing Summary
Morgan Stanley filed an amended Schedule 13G reporting its beneficial ownership in TKO Group Holdings, Inc. Class A common stock. Morgan Stanley reports beneficial ownership of 3,037,964 shares, representing 4.1% of the class as of June 30, 2026.
The filing shows 0 shares with sole voting and dispositive power, and 2,809,441 shares with shared voting power. It reports 3,037,424 shares with shared dispositive power. Morgan Stanley states it has ceased to be the beneficial owner of more than five percent of this class of securities.
Positive
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Negative
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Key Figures
Beneficially owned shares: 3,037,964 shares
Ownership percentage: 4.1 %
Shared voting power: 2,809,441 shares
+3 more
6 metrics
Beneficially owned shares
3,037,964 shares
Aggregate beneficial ownership in TKO Class A common stock
Ownership percentage
4.1 %
Percent of TKO Class A common stock class owned by Morgan Stanley
Shared voting power
2,809,441 shares
Shares of TKO Class A over which Morgan Stanley has shared voting power
Shared dispositive power
3,037,424 shares
Shares of TKO Class A over which Morgan Stanley has shared dispositive power
Event date
06/30/2026
Date associated with the reported ownership position
Signature date
08/13/2026
Date the Schedule 13G/A was signed by Morgan Stanley
Key Terms
beneficial owner, shared voting power, shared dispositive power, Schedule 13G, +1 more
5 terms
beneficial owner financial
"has ceased to be the beneficial owner of more than five percent"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
Schedule 13G financial
"In Accordance with the Release No. 34-39538 this filing reflects"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
percent of class financial
"Percent of class: 4.1 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
FAQ
What stake does Morgan Stanley report in TKO (TKO) in this Schedule 13G/A?
Morgan Stanley reports beneficial ownership of 3,037,964 TKO Group Holdings Class A shares, representing 4.1% of the outstanding class as of June 30, 2026. This reflects its aggregate beneficial position across specified reporting units.
Has Morgan Stanley fallen below 5% ownership in TKO (TKO)?
Yes. Morgan Stanley states it has ceased to be the beneficial owner of more than five percent of TKO’s Class A common stock. Its reported stake is now 4.1%, based on 3,037,964 beneficially owned shares.
How much voting power does Morgan Stanley report in TKO (TKO)?
Morgan Stanley reports 0 shares with sole voting power and 2,809,441 shares with shared voting power in TKO’s Class A common stock, indicating voting authority is exercised jointly with other parties for those shares.
Who signed the TKO (TKO) Schedule 13G/A for Morgan Stanley and when?
The filing was signed by Claire Gordon, Authorized Signatory of Morgan Stanley, on August 13, 2026. The reported ownership information, including the 4.1% stake, is certified as of that signing date.
Does the TKO (TKO) filing cover all Morgan Stanley units?
No. It covers securities beneficially owned by specified MS Reporting Units only. The filing notes it does not include securities, if any, held by other Morgan Stanley operating units whose ownership is disaggregated under SEC Release No. 34-39538.
AI-generated analysis. How Rhea-AI works. Not financial advice.