Funds holding Morgan Stanley
1239 funds declare a position · 297 ETFs and 942 other funds · 57.7B $· 7B SEK· 215.1M € · US6174464486
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 37,816,224 | 6.2B $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 30,570,753 | 5B $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 3 | iShares Core S&P 500 ETF iShares Trust | 15,473,661 | 2.5B $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 4 | Fidelity 500 Index Fund Fidelity Concord Street Trust | 15,371,718 | 2.6B $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| 5 | VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 11,014,933 | 1.8B $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| 6 | Investment Co of America Investment Co of America | 9,135,406 | 1.5B $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| 7 | State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 8,150,617 | 1.3B $ | 2.81 % | as of Mar 31, 2026 · Original filing |
| 8 | MFS Value Fund MFS SERIES TRUST I | 7,142,122 | 1.2B $ | 2.12 % | as of Feb 28, 2026 · Original filing |
| 9 | Fidelity Contrafund Fidelity Contrafund | 6,785,861 | 1.1B $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| 10 | VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 6,783,199 | 1.1B $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 11 | VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 6,754,960 | 1.3B $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| 12 | Capital Income Builder Capital Income Builder | 5,237,154 | 998.1M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| 13 | JPMorgan Equity Income Fund JPMorgan Trust II | 4,878,168 | 802.8M $ | 1.94 % | as of Mar 31, 2026 · Original filing |
| 14 | Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I | 4,685,498 | 780.2M $ | 1.63 % | as of Feb 28, 2026 · Original filing |
| 15 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 4,470,794 | 852.1M $ | 0.90 % | as of Apr 30, 2026 · Original filing |
| 16 | Washington Mutual Investors Fund Washington Mutual Investors Fund | 4,283,361 | 816.4M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| 17 | Franklin Rising Dividends Fund Franklin Managed Trust | 4,050,000 | 666.5M $ | 2.59 % | as of Mar 31, 2026 · Original filing |
| 18 | JPMorgan U.S. Equity Fund JPMorgan Trust I | 3,244,778 | 534M $ | 1.69 % | as of Mar 31, 2026 · Original filing |
| 19 | Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 2,669,884 | 508.9M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 20 | iShares Core Dividend Growth ETF iShares Trust | 2,655,571 | 506.1M $ | 1.28 % | as of Apr 30, 2026 · Original filing |
| 21 | iShares Russell 1000 Value ETF iShares Trust | 2,605,363 | 428.8M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 22 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 2,528,676 | 416.1M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 23 | Invesco KBW Bank ETF Invesco Exchange-Traded Fund Trust II | 2,525,324 | 420.5M $ | 7.53 % | as of Feb 28, 2026 · Original filing |
| 24 | American Mutual Fund American Mutual Fund | 2,269,050 | 432.5M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| 25 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 2,258,379 | 376M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| 26 | VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS | 2,050,908 | 390.9M $ | 1.61 % | as of Apr 30, 2026 · Original filing |
| 27 | T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | 2,007,820 | 330.4M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| 28 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 2,000,432 | 333.1M $ | 2.39 % | as of Feb 28, 2026 · Original filing |
| 29 | VANGUARD WELLINGTON FUND VANGUARD WELLINGTON FUND | 1,959,992 | 326.4M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| 30 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 1,788,551 | 297.8M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| 31 | Disciplined Value Fund John Hancock Funds III | 1,749,806 | 288M $ | 1.69 % | as of Mar 31, 2026 · Original filing |
| 32 | AP7 Aktiefond Sjunde AP-fonden | 1,744,170 | 2.7B SEK | 0.20 % | as of Mar 31, 2026 · Original filing |
| 33 | iShares MSCI USA Momentum Factor ETF iShares Trust | 1,669,641 | 318.2M $ | 1.32 % | as of Apr 30, 2026 · Original filing |
| 34 | T. Rowe Price Blue Chip Growth Fund, Inc. T. ROWE PRICE BLUE CHIP GROWTH FUND, INC. | 1,568,324 | 258.1M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 35 | T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. | 1,568,323 | 258.1M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| 36 | Fidelity Contrafund K6 Fidelity Contrafund | 1,556,332 | 256.1M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| 37 | iShares S&P 500 Growth ETF iShares Trust | 1,542,229 | 253.8M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 38 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 1,513,401 | 249.1M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 39 | VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,398,039 | 230.1M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 40 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,354,997 | 225.6M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| 41 | THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 1,352,277 | 257.7M $ | 0.88 % | as of Apr 30, 2026 · Original filing |
| 42 | iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 1,334,000 | 219.5M $ | 14.29 % | as of Mar 31, 2026 · Original filing |
| 43 | Janus Henderson Balanced Fund JANUS INVESTMENT FUND | 1,305,811 | 214.9M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| 44 | Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 1,244,022 | 207.1M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| 45 | Fidelity Puritan Fund Fidelity Puritan Trust | 1,205,704 | 200.8M $ | 0.62 % | as of Feb 28, 2026 · Original filing |
| 46 | Equity Income Fund Principal Funds, Inc | 1,186,743 | 226.2M $ | 2.78 % | as of Apr 30, 2026 · Original filing |
| 47 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,181,323 | 196.7M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 48 | LORD ABBETT AFFILIATED FUND INC LORD ABBETT AFFILIATED FUND INC | 1,161,882 | 221.4M $ | 3.29 % | as of Apr 30, 2026 · Original filing |
| 49 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 1,107,952 | 182.3M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 50 | T. Rowe Price Growth Stock Fund, Inc. T. ROWE PRICE GROWTH STOCK FUND, INC. | 1,107,807 | 182.3M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 51 | S&P 500 Index Master Portfolio Master Investment Portfolio | 1,096,415 | 180.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 52 | BNY Mellon Dynamic Value Fund BNY Mellon Advantage Funds, Inc. | 1,075,007 | 179M $ | 1.58 % | as of Feb 28, 2026 · Original filing |
| 53 | Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 1,058,638 | 201.8M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 54 | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST | 1,054,084 | 173.5M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 55 | Columbia Contrarian Core Fund COLUMBIA FUNDS SERIES TRUST I | 1,013,160 | 168.7M $ | 1.04 % | as of Feb 28, 2026 · Original filing |
| 56 | American Balanced Fund American Balanced Fund | 965,515 | 158.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 57 | Nuveen Equity Index Fund TIAA-CREF Funds | 946,587 | 180.4M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 58 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 911,577 | 173.7M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 59 | Franklin Equity Income Fund Franklin Investors Securities Trust | 892,500 | 170.1M $ | 3.52 % | as of Apr 30, 2026 · Original filing |
| 60 | Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II | 879,875 | 146.5M $ | 1.09 % | as of Feb 28, 2026 · Original filing |
| 61 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 864,182 | 164.7M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| 62 | iShares Russell 1000 ETF iShares Trust | 809,848 | 133.3M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 63 | iShares S&P 500 Value ETF iShares Trust | 809,466 | 133.2M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 64 | T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 750,880 | 123.6M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 65 | VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 741,372 | 122M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 66 | Fidelity Advisor Equity Growth Fund Fidelity Advisor Series I | 741,161 | 123.4M $ | 1.02 % | as of Feb 28, 2026 · Original filing |
| 67 | American Funds Fundamental Investors American Funds Fundamental Investors | 733,729 | 120.7M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 68 | American Funds Global Balanced Fund American Funds Global Balanced Fund | 726,652 | 138.5M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| 69 | VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND | 712,821 | 118.7M $ | 0.99 % | as of Feb 28, 2026 · Original filing |
| 70 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 710,329 | 135.4M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 71 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 702,220 | 116.9M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| 72 | Fidelity SAI U.S. Momentum Index Fund Fidelity Salem Street Trust | 691,105 | 131.7M $ | 1.62 % | as of Apr 30, 2026 · Original filing |
| 73 | Lord Abbett Dividend Growth Fund LORD ABBETT RESEARCH FUND INC | 683,503 | 113.8M $ | 2.34 % | as of Feb 28, 2026 · Original filing |
| 74 | Large Cap Index Master Portfolio Master Investment Portfolio | 677,730 | 111.5M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 75 | JPMorgan U.S. Value Fund JPMorgan Trust I | 675,004 | 111.1M $ | 1.76 % | as of Mar 31, 2026 · Original filing |
| 76 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 670,549 | 110.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 77 | VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 670,117 | 111.6M $ | 0.60 % | as of Feb 28, 2026 · Original filing |
| 78 | Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | 649,502 | 106.9M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 79 | Janus Henderson Growth and Income Fund JANUS INVESTMENT FUND | 645,828 | 106.3M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| 80 | Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 645,542 | 123M $ | 0.78 % | as of Apr 30, 2026 · Original filing |
| 81 | Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 636,891 | 106M $ | 0.68 % | as of Feb 28, 2026 · Original filing |
| 82 | iShares U.S. Financials ETF iShares Trust | 624,790 | 119.1M $ | 3.50 % | as of Apr 30, 2026 · Original filing |
| 83 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 624,127 | 119M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 84 | iShares Core S&P U.S. Growth ETF iShares Trust | 622,166 | 102.4M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 85 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 618,721 | 117.9M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| 86 | Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc | 615,195 | 117.3M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| 87 | Income Fund of America Income Fund of America | 608,950 | 116.1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 88 | VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 602,457 | 100.3M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| 89 | College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund | 599,112 | 98.6M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 90 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 573,991 | 94.5M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 91 | VIP Growth Portfolio Variable Insurance Products Fund | 570,664 | 93.9M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| 92 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 564,090 | 107.5M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| 93 | Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 563,359 | 93.8M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| 94 | Invesco Diversified Dividend Fund AIM Equity Funds (Invesco Equity Funds) | 562,677 | 107.2M $ | 1.01 % | as of Apr 30, 2026 · Original filing |
| 95 | Bridge Builder Large Cap Value Fund Bridge Builder Trust | 560,041 | 92.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 96 | AMCAP Fund AMCAP Fund | 554,770 | 92.4M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 97 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 553,689 | 91.1M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 98 | College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 551,130 | 90.7M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 99 | Neuberger Large Cap Value Fund NEUBERGER BERMAN EQUITY FUNDS | 534,359 | 89M $ | 0.94 % | as of Feb 28, 2026 · Original filing |
| 100 | iShares S&P 100 ETF iShares Trust | 532,379 | 87.6M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
Institutional managers
2463 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| 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 |
| 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 |
| Amundi | 6,981,276 | 1.1B $ | as of Mar 31, 2026 |