Fund shareholders of Morgan Stanley
ISIN US6174464486 · United States · LEI IGJSJL3JD5P30I6NJZ34
- Fund shareholders
- 1,294
- Of which ETFs
- 315 979 other funds
- Value held
- ≈ 72B $ 71B $ · 215.1M € · 7B SEK
- Share of capital
- 21.7 % of 1.6B shares on Jan 31, 2026
1,294 funds hold this company. This table lists the 1,288 that declare it in a regulatory filing. The other 6 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 37,554,216 | 7.9B $ | 0.34 % | 2.37 % | as of Jun 30, 2026 ↗ |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 31,062,993 | 6.5B $ | 0.39 % | 1.96 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P 500 ETF iShares Trust | 16,489,304 | 3.4B $ | 0.39 % | 1.04 % | as of Jun 30, 2026 ↗ |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 15,395,842 | 3.2B $ | 0.38 % | 0.97 % | as of May 31, 2026 ↗ |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 11,261,843 | 2.4B $ | 0.93 % | 0.71 % | as of Jun 30, 2026 ↗ |
| Investment Co of America Investment Co of America | 9,135,406 | 1.9B $ | 1.04 % | 0.58 % | as of Jun 30, 2026 ↗ |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 8,108,197 | 1.7B $ | 3.30 % | 0.51 % | as of Jun 30, 2026 ↗ |
| Fidelity Contrafund Fidelity Contrafund | 7,251,305 | 1.5B $ | 0.84 % | 0.46 % | as of Jun 30, 2026 ↗ |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 6,782,381 | 1.4B $ | 1.09 % | 0.43 % | as of Jul 31, 2026 ↗ |
| MFS Value Fund MFS SERIES TRUST I | 6,588,396 | 1.4B $ | 2.68 % | 0.41 % | as of May 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 6,507,539 | 1.4B $ | 0.39 % | 0.41 % | as of Jun 30, 2026 ↗ |
| Washington Mutual Investors Fund Washington Mutual Investors Fund | 5,490,523 | 1.2B $ | 0.53 % | 0.35 % | as of Jul 31, 2026 ↗ |
| Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I | 4,640,852 | 965.3M $ | 2.05 % | 0.29 % | as of May 31, 2026 ↗ |
| JPMorgan Equity Income Fund JPMorgan Trust II | 4,559,165 | 953M $ | 2.19 % | 0.29 % | as of Jun 30, 2026 ↗ |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 4,512,937 | 949.6M $ | 0.96 % | 0.28 % | as of Jul 31, 2026 ↗ |
| Franklin Rising Dividends Fund Franklin Managed Trust | 3,390,000 | 708.6M $ | 2.59 % | 0.21 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 2,858,866 | 597.6M $ | 0.39 % | 0.18 % | as of Jun 30, 2026 ↗ |
| JPMorgan U.S. Equity Fund JPMorgan Trust I | 2,797,829 | 584.9M $ | 1.75 % | 0.18 % | as of Jun 30, 2026 ↗ |
| Capital Income Builder Capital Income Builder | 2,771,439 | 583.2M $ | 0.45 % | 0.17 % | as of Jul 31, 2026 ↗ |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 2,677,468 | 563.4M $ | 0.39 % | 0.17 % | as of Jul 31, 2026 ↗ |
| iShares Russell 1000 Value ETF iShares Trust | 2,503,153 | 523.3M $ | 0.66 % | 0.16 % | as of Jun 30, 2026 ↗ |
| Invesco KBW Bank ETF Invesco Exchange-Traded Fund Trust II | 2,394,251 | 498M $ | 9.36 % | 0.15 % | as of May 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 2,273,744 | 472.9M $ | 0.34 % | 0.14 % | as of May 31, 2026 ↗ |
| T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. | 2,170,793 | 453.8M $ | 1.34 % | 0.14 % | as of Jun 30, 2026 ↗ |
| Income Fund of America Income Fund of America | 2,103,197 | 442.6M $ | 0.30 % | 0.13 % | as of Jul 31, 2026 ↗ |
| iShares Core Dividend Growth ETF iShares Trust | 2,085,232 | 438.8M $ | 1.03 % | 0.13 % | as of Jul 31, 2026 ↗ |
| American Balanced Fund American Balanced Fund | 2,014,501 | 421.1M $ | 0.15 % | 0.13 % | as of Jun 30, 2026 ↗ |
| VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS | 1,991,277 | 419M $ | 1.66 % | 0.13 % | as of Jul 31, 2026 ↗ |
| American Mutual Fund American Mutual Fund | 1,981,061 | 416.9M $ | 0.35 % | 0.12 % | as of Jul 31, 2026 ↗ |
| AMCAP Fund AMCAP Fund | 1,973,142 | 410.4M $ | 0.42 % | 0.12 % | as of May 31, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 1,920,375 | 399.4M $ | 2.97 % | 0.12 % | as of May 31, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,904,630 | 396.2M $ | 0.40 % | 0.12 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 1,836,453 | 382M $ | 0.34 % | 0.12 % | as of May 31, 2026 ↗ |
| T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | 1,818,128 | 380.1M $ | 1.60 % | 0.11 % | as of Jun 30, 2026 ↗ |
| Disciplined Value Fund John Hancock Funds III | 1,749,806 | 365.8M $ | 1.87 % | 0.11 % | as of Jun 30, 2026 ↗ |
| AP7 Aktiefond Sjunde AP-fonden | 1,744,170 | 2.7B SEK | 0.20 % | 0.11 % | as of Mar 31, 2026 ↗ |
| American Funds Fundamental Investors American Funds Fundamental Investors | 1,733,729 | 362.4M $ | 0.20 % | 0.11 % | as of Jun 30, 2026 ↗ |
| Fidelity Contrafund K6 Fidelity Contrafund | 1,623,257 | 339.3M $ | 0.91 % | 0.10 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. ROWE PRICE BLUE CHIP GROWTH FUND, INC. | 1,561,452 | 326.4M $ | 0.51 % | 0.10 % | as of Jun 30, 2026 ↗ |
| iShares S&P 500 Growth ETF iShares Trust | 1,543,705 | 322.7M $ | 0.43 % | 0.10 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 1,542,356 | 322.4M $ | 0.34 % | 0.10 % | as of Jun 30, 2026 ↗ |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,381,576 | 288.8M $ | 0.39 % | 0.09 % | as of Jun 30, 2026 ↗ |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 1,352,277 | 284.5M $ | 0.92 % | 0.09 % | as of Jul 31, 2026 ↗ |
| Columbia Contrarian Core Fund COLUMBIA FUNDS SERIES TRUST I | 1,300,358 | 270.5M $ | 1.46 % | 0.08 % | as of May 31, 2026 ↗ |
| iShares MSCI USA Momentum Factor ETF iShares Trust | 1,299,221 | 273.4M $ | 1.08 % | 0.08 % | as of Jul 31, 2026 ↗ |
| Fidelity Puritan Fund Fidelity Puritan Trust | 1,298,604 | 270.1M $ | 0.80 % | 0.08 % | as of May 31, 2026 ↗ |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 1,276,752 | 265.6M $ | 0.37 % | 0.08 % | as of May 31, 2026 ↗ |
| T. Rowe Price Growth Stock Fund, Inc. T. ROWE PRICE GROWTH STOCK FUND, INC. | 1,261,236 | 263.6M $ | 0.53 % | 0.08 % | as of Jun 30, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 1,261,070 | 263.6M $ | 0.18 % | 0.08 % | as of Jun 30, 2026 ↗ |
| Janus Henderson Balanced Fund Janus Investment Fund | 1,177,537 | 246.2M $ | 0.88 % | 0.07 % | as of Jun 30, 2026 ↗ |
| LORD ABBETT AFFILIATED FUND INC LORD ABBETT AFFILIATED FUND INC | 1,161,882 | 244.5M $ | 3.57 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Equity Income Fund Principal Funds, Inc | 1,105,505 | 232.6M $ | 2.93 % | 0.07 % | as of Jul 31, 2026 ↗ |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 1,101,658 | 230.3M $ | 17.27 % | 0.07 % | as of Jun 30, 2026 ↗ |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 1,096,742 | 229.3M $ | 0.38 % | 0.07 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST | 1,091,531 | 228.2M $ | 0.43 % | 0.07 % | as of Jun 30, 2026 ↗ |
| BNY Mellon Dynamic Value Fund BNY Mellon Advantage Funds, Inc. | 1,005,714 | 209.2M $ | 1.73 % | 0.06 % | as of May 31, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 948,389 | 199.6M $ | 0.20 % | 0.06 % | as of Jul 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 929,204 | 195.5M $ | 0.32 % | 0.06 % | as of Jul 31, 2026 ↗ |
| Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II | 922,163 | 191.8M $ | 0.96 % | 0.06 % | as of May 31, 2026 ↗ |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 902,276 | 189.9M $ | 0.20 % | 0.06 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 864,182 | 181.8M $ | 0.44 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 843,366 | 175.4M $ | 1.36 % | 0.05 % | as of May 31, 2026 ↗ |
| VANGUARD WELLINGTON FUND VANGUARD WELLINGTON FUND | 822,457 | 171.1M $ | 0.14 % | 0.05 % | as of May 31, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 779,585 | 163M $ | 0.34 % | 0.05 % | as of Jun 30, 2026 ↗ |
| iShares S&P 500 Value ETF iShares Trust | 768,573 | 160.7M $ | 0.34 % | 0.05 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 736,723 | 154M $ | 0.39 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 726,975 | 153M $ | 0.35 % | 0.05 % | as of Jul 31, 2026 ↗ |
| iShares U.S. Financials ETF iShares Trust | 725,749 | 152.7M $ | 3.45 % | 0.05 % | as of Jul 31, 2026 ↗ |
| VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND | 725,177 | 150.8M $ | 1.19 % | 0.05 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 722,935 | 150.4M $ | 0.70 % | 0.05 % | as of May 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 712,027 | 148.1M $ | 0.34 % | 0.04 % | as of May 31, 2026 ↗ |
| JPMorgan U.S. Value Fund JPMorgan Trust I | 711,509 | 148.7M $ | 2.14 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Growth Fund of America Growth Fund of America | 701,903 | 146M $ | 0.04 % | 0.04 % | as of May 31, 2026 ↗ |
| Lord Abbett Dividend Growth Fund LORD ABBETT RESEARCH FUND INC | 683,503 | 142.2M $ | 2.86 % | 0.04 % | as of May 31, 2026 ↗ |
| Franklin Equity Income Fund Franklin Investors Securities Trust | 665,000 | 139.9M $ | 2.78 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | 661,928 | 138.4M $ | 0.30 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Large Cap Index Master Portfolio Master Investment Portfolio | 653,273 | 136.6M $ | 0.33 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 652,204 | 137.2M $ | 0.35 % | 0.04 % | as of Jul 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 638,915 | 133.6M $ | 0.21 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 634,026 | 133.4M $ | 0.28 % | 0.04 % | as of Jul 31, 2026 ↗ |
| iShares Core S&P U.S. Growth ETF iShares Trust | 629,808 | 131.7M $ | 0.41 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc | 615,195 | 129.4M $ | 0.51 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Fidelity Advisor Equity Growth Fund Fidelity Advisor Series I | 612,403 | 127.4M $ | 0.94 % | 0.04 % | as of May 31, 2026 ↗ |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 606,205 | 126.1M $ | 0.81 % | 0.04 % | as of May 31, 2026 ↗ |
| Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 597,342 | 125.7M $ | 0.73 % | 0.04 % | as of Jul 31, 2026 ↗ |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 588,514 | 122.4M $ | 0.44 % | 0.04 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 568,732 | 118.9M $ | 0.34 % | 0.04 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 566,079 | 118.3M $ | 0.34 % | 0.04 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 564,090 | 118.7M $ | 0.31 % | 0.04 % | as of Jul 31, 2026 ↗ |
| NYLIM Winslow Large Cap Growth Fund NYLIM FUNDS | 557,300 | 117.3M $ | 1.00 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Janus Henderson Growth and Income Fund Janus Investment Fund | 551,473 | 115.3M $ | 1.33 % | 0.03 % | as of Jun 30, 2026 ↗ |
| VIP Growth Portfolio Variable Insurance Products Fund | 546,864 | 114.3M $ | 0.92 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 543,021 | 112.9M $ | 0.44 % | 0.03 % | as of May 31, 2026 ↗ |
| VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 540,995 | 112.5M $ | 0.42 % | 0.03 % | as of May 31, 2026 ↗ |
| Neuberger Large Cap Value Fund NEUBERGER BERMAN EQUITY FUNDS | 534,359 | 111.1M $ | 1.12 % | 0.03 % | as of May 31, 2026 ↗ |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 519,739 | 108.6M $ | 0.39 % | 0.03 % | as of Jun 30, 2026 ↗ |
| iShares S&P 100 ETF iShares Trust | 518,645 | 108.4M $ | 0.54 % | 0.03 % | as of Jun 30, 2026 ↗ |
| College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund | 514,655 | 107.6M $ | 0.50 % | 0.03 % | as of Jun 30, 2026 ↗ |
| VIP Contrafund Portfolio Variable Insurance Products Fund II | 511,487 | 106.9M $ | 0.35 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Fidelity Blue Chip Growth Fund Fidelity Securities Fund | 506,535 | 106.6M $ | 0.11 % | 0.03 % | as of Jul 31, 2026 ↗ |
Funds that publish their own holdings
| Fund | Weight in fund | |
|---|---|---|
| Fidelity Funds - Global Consumer Brands Fund FIL Investment Management (Luxembourg) S.A. | 2.38 % | as of Apr 30, 2025 ↗ |
| Fidelity Funds - Absolute Return Global Equity Fund FIL Investment Management (Luxembourg) S.A. | 1.67 % | as of Apr 30, 2025 ↗ |
| R-co Valor Rothschild & Co Asset Management | 1.25 % | as of Dec 31, 2025 ↗ |
| Pictet - Global Multi Asset Themes Pictet Asset Management (Europe) S.A. | 1.17 % | as of Sep 30, 2025 ↗ |
| Pictet - USA Index Pictet Asset Management (Europe) S.A. | 0.33 % | as of Sep 30, 2025 ↗ |
| Amundi Dynamique Climat Amundi Asset Management | 0.24 % | as of Sep 30, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 17.27 % | as of Jun 30, 2026 ↗ |
| Invesco KBW Bank ETF Invesco Exchange-Traded Fund Trust II | 9.36 % | as of May 31, 2026 ↗ |
| Hennessy Large Cap Financial Fund Hennessy Funds Trust | 5.68 % | as of Jul 31, 2026 ↗ |
| Hamlin High Dividend Equity Fund ADVISORS' INNER CIRCLE FUND | 5.60 % | as of Jun 30, 2026 ↗ |
| COPLEY INVESTMENT FUND Centaur Mutual Funds Trust | 4.99 % | as of Jul 31, 2026 ↗ |
| Matrix Advisors Dividend Fund Matrix Advisors Funds Trust | 4.93 % | as of Jun 30, 2026 ↗ |
| Financial Industries Trust John Hancock Variable Insurance Trust | 4.89 % | as of Jun 30, 2026 ↗ |
| Core Alternative ETF Listed Funds Trust | 4.54 % | as of Jul 31, 2026 ↗ |
| Corgi NYC Based ETF Corgi ETF Trust I | 4.52 % | as of Jun 30, 2026 ↗ |
| THE NIGHTVIEW FUND Capitol Series Trust | 4.50 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 1,148 | +49 | 339,545,557 | +0.1 % |
| 2026Q2 | 1,099 | +47 | 339,131,825 | -2.5 % |
| 2026Q1 | 1,052 | +9 | 347,793,564 | -5.9 % |
| 2025Q4 | 1,043 | -5 | 369,429,244 | -2.9 % |
| 2025Q3 | 1,048 | -21 | 380,387,086 | -1.1 % |
| 2025Q2 | 1,069 | +89 | 384,802,441 | +0.1 % |
| 2025Q1 | 980 | -12 | 384,420,233 | -3.6 % |
| 2024Q4 | 992 | +33 | 398,784,413 | -1.1 % |
| 2024Q3 | 959 | +47 | 403,368,542 | -0.5 % |
| 2024Q2 | 912 | -39 | 405,312,624 | -2.5 % |
| 2024Q1 | 951 | -32 | 415,819,326 | -2.5 % |
| 2023Q4 | 983 | 426,544,894 |
Institutional managers
2,463 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP INC | 377,085,167 | 62.1B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 101,340,194 | 16.7B $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 96,396,889 | 15.9B $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 43,578,279 | 6.9B $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 27,702,674 | 4.5B $ | as of Mar 31, 2026 |
| Fisher Asset Management, LLC | 25,600,068 | 4.2B $ | as of Mar 31, 2026 |
| FMR LLC | 22,730,023 | 3.7B $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 20,270,720 | 3.3B $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 17,014,757 | 2.8M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 16,326,676 | 2.7B $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 14,875,181 | 2.4B $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 13,916,490 | 2.3B $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 12,818,061 | 2.1B $ | as of Mar 31, 2026 |
| UBS Group AG | 11,923,338 | 2B $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11,749,856 | 1.9B $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 11,017,848 | 1.8B $ | as of Mar 31, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 10,244,669 | 1.7B $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 9,991,147 | 1.6B $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 9,794,288 | 1.6B $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 9,175,221 | 1.5B $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 8,295,263 | 1.4B $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 7,923,829 | 1.3B $ | as of Mar 31, 2026 |
| Invesco Ltd. | 7,846,458 | 1.3B $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 7,235,756 | 1.2B $ | as of Mar 31, 2026 |
| Capital International Investors | 7,157,310 | 1.2B $ | as of Mar 31, 2026 |
Declared shareholders of Morgan Stanley
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP, INC. | 24.12 % | 380,511,118 | as of Jul 15, 2026 · SCHEDULE 13D |
Funds holding the debt of Morgan Stanley
1,099 funds declare 8,334 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
Cite this page
Titelia. "Fund shareholders of Morgan Stanley". https://titelia.com/en/stocks/morgan-stanley-US6174464486