Titelia

Fund shareholders of Morgan Stanley

ISIN US6174464486 · United States · LEI IGJSJL3JD5P30I6NJZ34

Fund shareholders
1,245
Of which ETFs
297 948 other funds
Value held
57.7B $ 215.1M € · 7B SEK
Share of capital
21.6 % of 1.6B shares on Jan 31, 2026

1,245 funds hold this company. This table lists the 1,239 that declare it in a regulatory filing. The other 6 publish their holdings in their own reports. They are not in the table.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 37,816,2246.2B $0.31 %2.38 %as of Mar 31, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 30,570,7535B $0.35 %1.93 %as of Mar 31, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 15,473,6612.5B $0.35 %0.97 %as of Mar 31, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 15,371,7182.6B $0.34 %0.97 %as of Feb 28, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 11,014,9331.8B $0.80 %0.69 %as of Mar 31, 2026 ↗
Investment Co of America Investment Co of America 9,135,4061.5B $0.91 %0.58 %as of Mar 31, 2026 ↗
State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 8,150,6171.3B $2.81 %0.51 %as of Mar 31, 2026 ↗
MFS Value Fund MFS SERIES TRUST I 7,142,1221.2B $2.12 %0.45 %as of Feb 28, 2026 ↗
Fidelity Contrafund Fidelity Contrafund 6,785,8611.1B $0.71 %0.43 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 6,783,1991.1B $0.35 %0.43 %as of Mar 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 6,754,9601.3B $1.03 %0.43 %as of Apr 30, 2026 ↗
Capital Income Builder Capital Income Builder 5,237,154998.1M $0.79 %0.33 %as of Apr 30, 2026 ↗
JPMorgan Equity Income Fund JPMorgan Trust II 4,878,168802.8M $1.94 %0.31 %as of Mar 31, 2026 ↗
Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I 4,685,498780.2M $1.63 %0.30 %as of Feb 28, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 4,470,794852.1M $0.90 %0.28 %as of Apr 30, 2026 ↗
Washington Mutual Investors Fund Washington Mutual Investors Fund 4,283,361816.4M $0.38 %0.27 %as of Apr 30, 2026 ↗
Franklin Rising Dividends Fund Franklin Managed Trust 4,050,000666.5M $2.59 %0.26 %as of Mar 31, 2026 ↗
JPMorgan U.S. Equity Fund JPMorgan Trust I 3,244,778534M $1.69 %0.20 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 2,669,884508.9M $0.37 %0.17 %as of Apr 30, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 2,655,571506.1M $1.28 %0.17 %as of Apr 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 2,605,363428.8M $0.61 %0.16 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 2,528,676416.1M $0.35 %0.16 %as of Mar 31, 2026 ↗
Invesco KBW Bank ETF Invesco Exchange-Traded Fund Trust II 2,525,324420.5M $7.53 %0.16 %as of Feb 28, 2026 ↗
American Mutual Fund American Mutual Fund 2,269,050432.5M $0.38 %0.14 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 2,258,379376M $0.30 %0.14 %as of Feb 28, 2026 ↗
VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS 2,050,908390.9M $1.61 %0.13 %as of Apr 30, 2026 ↗
T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. 2,007,820330.4M $1.46 %0.13 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 2,000,432333.1M $2.39 %0.13 %as of Feb 28, 2026 ↗
VANGUARD WELLINGTON FUND VANGUARD WELLINGTON FUND 1,959,992326.4M $0.27 %0.12 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 1,788,551297.8M $0.30 %0.11 %as of Feb 28, 2026 ↗
Disciplined Value Fund John Hancock Funds III 1,749,806288M $1.69 %0.11 %as of Mar 31, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 1,744,1702.7B SEK0.20 %0.11 %as of Mar 31, 2026 ↗
iShares MSCI USA Momentum Factor ETF iShares Trust 1,669,641318.2M $1.32 %0.11 %as of Apr 30, 2026 ↗
T. Rowe Price Blue Chip Growth Fund, Inc. T. ROWE PRICE BLUE CHIP GROWTH FUND, INC. 1,568,324258.1M $0.44 %0.10 %as of Mar 31, 2026 ↗
T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. 1,568,323258.1M $0.81 %0.10 %as of Mar 31, 2026 ↗
Fidelity Contrafund K6 Fidelity Contrafund 1,556,332256.1M $0.76 %0.10 %as of Mar 31, 2026 ↗
iShares S&P 500 Growth ETF iShares Trust 1,542,229253.8M $0.42 %0.10 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 1,513,401249.1M $0.31 %0.10 %as of Mar 31, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 1,398,039230.1M $0.36 %0.09 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 1,354,997225.6M $0.24 %0.09 %as of Feb 28, 2026 ↗
THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO 1,352,277257.7M $0.88 %0.09 %as of Apr 30, 2026 ↗
iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust 1,334,000219.5M $14.29 %0.08 %as of Mar 31, 2026 ↗
Janus Henderson Balanced Fund JANUS INVESTMENT FUND 1,305,811214.9M $0.82 %0.08 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 1,244,022207.1M $0.32 %0.08 %as of Feb 28, 2026 ↗
Fidelity Puritan Fund Fidelity Puritan Trust 1,205,704200.8M $0.62 %0.08 %as of Feb 28, 2026 ↗
Equity Income Fund Principal Funds, Inc 1,186,743226.2M $2.78 %0.07 %as of Apr 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 1,181,323196.7M $0.09 %0.07 %as of Feb 28, 2026 ↗
LORD ABBETT AFFILIATED FUND INC LORD ABBETT AFFILIATED FUND INC 1,161,882221.4M $3.29 %0.07 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 1,107,952182.3M $0.14 %0.07 %as of Mar 31, 2026 ↗
T. Rowe Price Growth Stock Fund, Inc. T. ROWE PRICE GROWTH STOCK FUND, INC. 1,107,807182.3M $0.41 %0.07 %as of Mar 31, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 1,096,415180.4M $0.35 %0.07 %as of Mar 31, 2026 ↗
BNY Mellon Dynamic Value Fund BNY Mellon Advantage Funds, Inc. 1,075,007179M $1.58 %0.07 %as of Feb 28, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 1,058,638201.8M $0.23 %0.07 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST 1,054,084173.5M $0.42 %0.07 %as of Mar 31, 2026 ↗
Columbia Contrarian Core Fund COLUMBIA FUNDS SERIES TRUST I 1,013,160168.7M $1.04 %0.06 %as of Feb 28, 2026 ↗
American Balanced Fund American Balanced Fund 965,515158.9M $0.06 %0.06 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 946,587180.4M $0.31 %0.06 %as of Apr 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 911,577173.7M $0.19 %0.06 %as of Apr 30, 2026 ↗
Franklin Equity Income Fund Franklin Investors Securities Trust 892,500170.1M $3.52 %0.06 %as of Apr 30, 2026 ↗
Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II 879,875146.5M $1.09 %0.06 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 864,182164.7M $0.41 %0.05 %as of Apr 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 809,848133.3M $0.31 %0.05 %as of Mar 31, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 809,466133.2M $0.29 %0.05 %as of Mar 31, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 750,880123.6M $0.35 %0.05 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 741,372122M $0.47 %0.05 %as of Mar 31, 2026 ↗
Fidelity Advisor Equity Growth Fund Fidelity Advisor Series I 741,161123.4M $1.02 %0.05 %as of Feb 28, 2026 ↗
American Funds Fundamental Investors American Funds Fundamental Investors 733,729120.7M $0.08 %0.05 %as of Mar 31, 2026 ↗
American Funds Global Balanced Fund American Funds Global Balanced Fund 726,652138.5M $0.43 %0.05 %as of Apr 30, 2026 ↗
VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND 712,821118.7M $0.99 %0.04 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 710,329135.4M $0.33 %0.04 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 702,220116.9M $0.30 %0.04 %as of Feb 28, 2026 ↗
Fidelity SAI U.S. Momentum Index Fund Fidelity Salem Street Trust 691,105131.7M $1.62 %0.04 %as of Apr 30, 2026 ↗
Lord Abbett Dividend Growth Fund LORD ABBETT RESEARCH FUND INC 683,503113.8M $2.34 %0.04 %as of Feb 28, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 677,730111.5M $0.31 %0.04 %as of Mar 31, 2026 ↗
JPMorgan U.S. Value Fund JPMorgan Trust I 675,004111.1M $1.76 %0.04 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 670,549110.4M $0.19 %0.04 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 670,117111.6M $0.60 %0.04 %as of Feb 28, 2026 ↗
Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES 649,502106.9M $0.26 %0.04 %as of Mar 31, 2026 ↗
Janus Henderson Growth and Income Fund JANUS INVESTMENT FUND 645,828106.3M $1.39 %0.04 %as of Mar 31, 2026 ↗
Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust 645,542123M $0.78 %0.04 %as of Apr 30, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 636,891106M $0.68 %0.04 %as of Feb 28, 2026 ↗
iShares U.S. Financials ETF iShares Trust 624,790119.1M $3.50 %0.04 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 624,127119M $0.33 %0.04 %as of Apr 30, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 622,166102.4M $0.39 %0.04 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 618,721117.9M $0.27 %0.04 %as of Apr 30, 2026 ↗
Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc 615,195117.3M $0.47 %0.04 %as of Apr 30, 2026 ↗
Income Fund of America Income Fund of America 608,950116.1M $0.08 %0.04 %as of Apr 30, 2026 ↗
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 602,457100.3M $0.40 %0.04 %as of Feb 28, 2026 ↗
College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund 599,11298.6M $0.48 %0.04 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 573,99194.5M $0.31 %0.04 %as of Mar 31, 2026 ↗
VIP Growth Portfolio Variable Insurance Products Fund 570,66493.9M $0.89 %0.04 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 564,090107.5M $0.28 %0.04 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 563,35993.8M $0.38 %0.04 %as of Feb 28, 2026 ↗
Invesco Diversified Dividend Fund AIM Equity Funds (Invesco Equity Funds) 562,677107.2M $1.01 %0.04 %as of Apr 30, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 560,04192.2M $0.35 %0.04 %as of Mar 31, 2026 ↗
AMCAP Fund AMCAP Fund 554,77092.4M $0.10 %0.03 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 553,68991.1M $0.29 %0.03 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 551,13090.7M $0.35 %0.03 %as of Mar 31, 2026 ↗
Neuberger Large Cap Value Fund NEUBERGER BERMAN EQUITY FUNDS 534,35989M $0.94 %0.03 %as of Feb 28, 2026 ↗
iShares S&P 100 ETF iShares Trust 532,37987.6M $0.49 %0.03 %as of Mar 31, 2026 ↗

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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.

FundWeight in fund
iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust 14.29 %as of Mar 31, 2026 ↗
Invesco KBW Bank ETF Invesco Exchange-Traded Fund Trust II 7.53 %as of Feb 28, 2026 ↗
Hennessy Large Cap Financial Fund Hennessy Funds Trust 6.00 %as of Apr 30, 2026 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 5.18 %as of Apr 30, 2026 ↗
Hamlin High Dividend Equity Fund ADVISORS' INNER CIRCLE FUND 4.97 %as of Mar 31, 2026 ↗
COPLEY INVESTMENT FUND Centaur Mutual Funds Trust 4.87 %as of Apr 30, 2026 ↗
Evercore Equity Fund Wall Street EWM Funds Trust 4.85 %as of Mar 31, 2026 ↗
Core Alternative ETF Listed Funds Trust 4.85 %as of Apr 30, 2026 ↗
THE NIGHTVIEW FUND Capitol Series Trust 4.81 %as of Apr 30, 2026 ↗
Financial Industries Fund John Hancock Investment Trust II 4.63 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q21,099+47339,131,825-2.5 %
2026Q11,052+9347,793,564-5.9 %
2025Q41,043-5369,429,244-2.9 %
2025Q31,048-21380,387,086-1.1 %
2025Q21,069+89384,802,441+0.1 %
2025Q1980-12384,420,233-3.6 %
2024Q4992+33398,784,413-1.1 %
2024Q3959+47403,368,542-0.5 %
2024Q2912-39405,312,624-2.5 %
2024Q1951-32415,819,326-2.5 %
2023Q4983426,544,894

Institutional managers

2,463 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
MITSUBISHI UFJ FINANCIAL GROUP INC377,085,16762.1B $as of Mar 31, 2026
STATE STREET CORP101,340,19416.7B $as of Mar 31, 2026
BlackRock, Inc.96,396,88915.9B $as of Mar 31, 2026
JPMORGAN CHASE & CO43,578,2796.9B $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC27,702,6744.5B $as of Mar 31, 2026
Fisher Asset Management, LLC25,600,0684.2B $as of Mar 31, 2026
FMR LLC22,730,0233.7B $as of Mar 31, 2026
Capital Research Global Investors20,270,7203.3B $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/17,014,7572.8M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/16,326,6762.7B $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC14,875,1812.4B $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC13,916,4902.3B $as of Mar 31, 2026
NORTHERN TRUST CORP12,818,0612.1B $as of Mar 31, 2026
UBS Group AG11,923,3382B $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/11,749,8561.9B $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC11,017,8481.8B $as of Mar 31, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP10,244,6691.7B $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC9,991,1471.6B $as of Mar 31, 2026
Bank of New York Mellon Corp9,794,2881.6B $as of Mar 31, 2026
FRANKLIN RESOURCES INC9,175,2211.5B $as of Mar 31, 2026
Legal & General Group Plc8,295,2631.4B $as of Mar 31, 2026
ROYAL BANK OF CANADA7,923,8291.3B $as of Mar 31, 2026
Invesco Ltd.7,846,4581.3B $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP7,235,7561.2B $as of Mar 31, 2026
Capital International Investors7,157,3101.2B $as of Mar 31, 2026

Declared shareholders of Morgan Stanley

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
MITSUBISHI UFJ FINANCIAL GROUP, INC. 23.95 %380,307,520as of Apr 13, 2026 · SCHEDULE 13D
Vanguard Capital Management 5.65 %89,855,360as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Morgan Stanley

1,092 funds declare 7,902 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.

FundBond linesValue
VANGUARD TOTAL BOND MARKET INDEX FUND521.9B $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND231.8B $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND471.7B $as of Mar 31, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND191.1B $as of Apr 30, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND251B $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND20991.2M $as of Apr 30, 2026
American Balanced Fund22783.8M $as of Mar 31, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF37742.9M $as of Feb 28, 2026
PGIM Total Return Bond Fund20673.7M $as of Apr 30, 2026
iShares Core U.S. Aggregate Bond ETF56621.3M $as of Feb 28, 2026
Bond Fund of America24572.3M $as of Mar 31, 2026
VANGUARD WELLINGTON FUND16559.9M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND21523.4M $as of Mar 31, 2026
VANGUARD INSTITUTIONAL INTERMEDIATE-TERM BOND FUND24453.6M $as of Mar 31, 2026
Fidelity Investment Grade Bond Central Fund11447.8M $as of Mar 31, 2026
VANGUARD SHORT-TERM BOND INDEX FUND24431.8M $as of Mar 31, 2026
VANGUARD WELLESLEY INCOME FUND14421.6M $as of Mar 31, 2026
Franklin Income Fund5408.7M $as of Mar 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF22377.4M $as of Feb 28, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF25365.9M $as of Feb 28, 2026
Fidelity U.S. Bond Index Fund34365.5M $as of Feb 28, 2026
Fidelity Total Bond Fund11349.6M $as of Feb 28, 2026
Loomis Sayles Investment Grade Bond Fund10334.5M $as of Mar 31, 2026
Strategic Advisers Fidelity Core Income Fund19316.9M $as of Feb 28, 2026
Fidelity Series Investment Grade Bond Fund8307.5M $as of Feb 28, 2026
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Titelia. "Fund shareholders of Morgan Stanley". https://titelia.com/en/stocks/morgan-stanley-US6174464486