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 | |
|---|---|---|---|---|---|
| VY(R) COLUMBIA CONTRARIAN CORE PORTFOLIO Voya Partners Inc | 5,640 | 1.2M $ | 1.55 % | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/Goldman Sachs Growth Allocation Portfolio EQ Advisors Trust | 5,632 | 1.2M $ | 0.13 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Transamerica JPMorgan Tactical Allocation VP TRANSAMERICA SERIES TRUST | 5,543 | 1.2M $ | 0.14 % | 0.00 % | as of Jun 30, 2026 ↗ |
| BNY Mellon Asset Allocation Fund BNY MELLON FUNDS TRUST | 5,511 | 1.1M $ | 0.24 % | 0.00 % | as of May 31, 2026 ↗ |
| VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II | 5,486 | 1.1M $ | 0.28 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Invesco Global Equity Net Zero ETF Invesco Actively Managed Exchange-Traded Fund Trust | 5,476 | 1.2M $ | 0.66 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Victory S&P 500 Index Fund Victory Portfolios | 5,464 | 1.1M $ | 0.39 % | 0.00 % | as of Jun 30, 2026 ↗ |
| HVIA EQUITY FUND Ultimus Managers Trust | 5,419 | 1.1M $ | 2.03 % | 0.00 % | as of May 31, 2026 ↗ |
| DF Tactical Momentum Fund Northern Lights Fund Trust | 5,373 | 1.1M $ | 1.84 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Venerable World Equity Fund Venerable Variable Insurance Trust | 5,350 | 1.1M $ | 0.10 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Large Cap Value Fund Northern Funds | 5,347 | 1.1M $ | 1.53 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ClearBridge Sustainability Leaders Fund Legg Mason Partners Investment Trust | 5,340 | 1.1M $ | 1.18 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 5,324 | 1.1M $ | 0.35 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III | 5,301 | 1.1M $ | 0.04 % | 0.00 % | as of May 31, 2026 ↗ |
| Horizon Expedition Plus ETF Horizon Funds | 5,271 | 1.1M $ | 0.74 % | 0.00 % | as of May 31, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 5,132 | 1.1M $ | 0.27 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Steward Covered Call Income Fund Steward Funds Inc | 5,100 | 1.1M $ | 0.86 % | 0.00 % | as of Jul 31, 2026 ↗ |
| LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,089 | 1.1M $ | 0.21 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 5,084 | 1.1M $ | 0.19 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust | 5,010 | 1.1M $ | 0.37 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST | 5,001 | 1.1M $ | 0.27 % | 0.00 % | as of Jul 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 4,950 | 1M $ | 0.09 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Franklin Systematic Style Premia ETF Franklin Templeton ETF Trust | 4,944 | 1M $ | 0.11 % | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust | 4,933 | 1M $ | 0.12 % | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust | 4,912 | 1M $ | 0.16 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Putnam VT Core Equity Fund Putnam Variable Trust | 4,907 | 1M $ | 0.58 % | 0.00 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Capital Appreciation Premium Income ETF T. Rowe Price Exchange-Traded Funds, Inc. | 4,880 | 1M $ | 0.37 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Voya Global Income & Growth Fund Voya Equity Trust | 4,850 | 1M $ | 0.22 % | 0.00 % | as of May 31, 2026 ↗ |
| Nuveen Large Cap Value Opportunities Fund Nuveen Investment Trust | 4,781 | 999.4K $ | 1.37 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 4,651 | 972.2K $ | 0.20 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust | 4,645 | 971K $ | 0.28 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 4,562 | 959.9K $ | 0.17 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust | 4,522 | 951.5K $ | 0.36 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Calamos Select Fund CALAMOS INVESTMENT TRUST/IL | 4,520 | 951.1K $ | 1.49 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SMART Trend 25 ETF Tidal Trust I | 4,508 | 942.4K $ | 4.38 % | 0.00 % | as of Jun 30, 2026 ↗ |
| BNY Mellon Large Cap Equity Fund BNY Mellon Investment Funds V, Inc. | 4,499 | 940.5K $ | 0.69 % | 0.00 % | as of Jun 30, 2026 ↗ |
| TETON Westwood Equity Fund Teton Westwood Funds | 4,493 | 939.2K $ | 2.44 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Themes Global Systemically Important Banks ETF Themes ETF Trust | 4,451 | 930.4K $ | 3.40 % | 0.00 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Equity Income ETF T. Rowe Price Exchange-Traded Funds, Inc. | 4,417 | 923.3K $ | 0.22 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB | 4,411 | 6.9M SEK | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Brendan Wood TopGun ETF ETF Opportunities Trust | 4,317 | 897.9K $ | 4.36 % | 0.00 % | as of May 31, 2026 ↗ |
| WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust | 4,232 | 884.7K $ | 0.47 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AST Quantitative Modeling Portfolio Advanced Series Trust | 4,220 | 882.1K $ | 0.19 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Victory Growth and Tax Strategy Fund Victory Portfolios III | 4,160 | 865.3K $ | 0.09 % | 0.00 % | as of May 31, 2026 ↗ |
| PROFUND VP FINANCIALS ProFunds | 4,155 | 868.6K $ | 3.22 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund | 4,144 | 862K $ | 0.30 % | 0.00 % | as of May 31, 2026 ↗ |
| Defiance Large Cap ex-Mag 7 ETF Tidal Trust II | 4,041 | 840.5K $ | 0.59 % | 0.00 % | as of May 31, 2026 ↗ |
| Nova Fund Rydex Series Funds | 4,023 | 841K $ | 0.33 % | 0.00 % | as of Jun 30, 2026 ↗ |
| MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II | 4,015 | 839.3K $ | 0.29 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Transamerica Madison Diversified Income VP TRANSAMERICA SERIES TRUST | 3,965 | 828.8K $ | 0.83 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Growth and Income Portfolio BNY MELLON VARIABLE INVESTMENT FUND | 3,963 | 828.4K $ | 0.72 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AB US Equity ETF AB Active ETFs, Inc. | 3,955 | 822.6K $ | 0.12 % | 0.00 % | as of May 31, 2026 ↗ |
| State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 3,926 | 820.7K $ | 0.39 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Swedbank Robur Access Edge USA Swedbank Robur Fonder AB | 3,828 | 6M SEK | 0.44 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Transamerica Large Core ESG TRANSAMERICA FUNDS | 3,823 | 804.4K $ | 0.45 % | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares MSCI USA Size Factor ETF iShares Trust | 3,820 | 803.8K $ | 0.19 % | 0.00 % | as of Jul 31, 2026 ↗ |
| BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust | 3,816 | 793.7K $ | 0.30 % | 0.00 % | as of May 31, 2026 ↗ |
| Russell Investments Global Equity ETF Russell Investments Exchange Traded Funds | 3,806 | 795.6K $ | 0.24 % | 0.00 % | as of Jun 30, 2026 ↗ |
| DF Tactical 30 ETF Northern Lights Fund Trust | 3,732 | 780.1K $ | 2.18 % | 0.00 % | as of Jun 30, 2026 ↗ |
| JPMorgan Equity and Options Total Return ETF J.P. Morgan Exchange-Traded Fund Trust | 3,717 | 782.1K $ | 0.80 % | 0.00 % | as of Jul 31, 2026 ↗ |
| S&P 500 2x Strategy Fund Rydex Dynamic Funds | 3,716 | 776.8K $ | 0.34 % | 0.00 % | as of Jun 30, 2026 ↗ |
| CapForce IBD 50 ETF Capital Force ETF Trust | 3,704 | 779.4K $ | 0.98 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Brookstone Dividend Stock ETF Northern Lights Fund Trust IV | 3,667 | 762.7K $ | 0.80 % | 0.00 % | as of May 31, 2026 ↗ |
| Pacer Lunt Large Cap Alternator ETF Pacer Funds Trust | 3,627 | 763.2K $ | 0.83 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Northern Trust US Equity ETF Northern Funds | 3,599 | 752.3K $ | 0.09 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Relative Strength Managed Volatility Strategy ETF Listed Funds Trust | 3,598 | 752.1K $ | 3.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust | 3,597 | 751.9K $ | 0.83 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 3,595 | 751.5K $ | 0.45 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SGI U.S. Large Cap Core ETF RBB Fund, Inc. | 3,594 | 747.6K $ | 0.38 % | 0.00 % | as of May 31, 2026 ↗ |
| MFS Blended Research Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II | 3,575 | 747.3K $ | 0.19 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Strategas Macro Momentum ETF ADVISORS' INNER CIRCLE III | 3,568 | 745.9K $ | 2.46 % | 0.00 % | as of Jun 30, 2026 ↗ |
| GMO U.S. Equity Fund GMO TRUST | 3,541 | 736.5K $ | 0.33 % | 0.00 % | as of May 31, 2026 ↗ |
| iShares MSCI Kokusai ETF iShares Trust | 3,509 | 738.4K $ | 0.30 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust | 3,506 | 732.9K $ | 0.28 % | 0.00 % | as of Jun 30, 2026 ↗ |
| NAA LARGE CAP VALUE FUND New Age Alpha Funds Trust | 3,496 | 730.8K $ | 1.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Global X Guru Index ETF GLOBAL X FUNDS | 3,463 | 728.7K $ | 1.19 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Praxis Impact Large Cap Value ETF Praxis Funds | 3,319 | 693.8K $ | 0.92 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Handelsbanken Global Momentum Handelsbanken Fonder AB | 3,300 | 5.2M SEK | 0.16 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco Income Advantage U.S. Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 3,288 | 683.9K $ | 0.32 % | 0.00 % | as of May 31, 2026 ↗ |
| Franklin Income Equity Focus ETF Franklin Templeton ETF Trust | 3,236 | 676.5K $ | 0.54 % | 0.00 % | as of Jun 30, 2026 ↗ |
| American Conservative Values ETF ETF Opportunities Trust | 3,206 | 674.6K $ | 0.44 % | 0.00 % | as of Jul 31, 2026 ↗ |
| John Hancock Hedged Equity ETF John Hancock Exchange-Traded Fund Trust | 3,202 | 669.3K $ | 0.74 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Large Cap Value Insights Fund Goldman Sachs Trust | 3,201 | 673.6K $ | 0.09 % | 0.00 % | as of Jul 31, 2026 ↗ |
| MML VIP T. Rowe Price Equity Income Fund MML SERIES INVESTMENT FUND | 3,201 | 669.1K $ | 0.20 % | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust | 3,184 | 665.6K $ | 0.15 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Putnam VT George Putnam Balanced Fund Putnam Variable Trust | 3,177 | 664.1K $ | 0.21 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Global X Conscious Companies ETF GLOBAL X FUNDS | 3,132 | 651.5K $ | 0.54 % | 0.00 % | as of May 31, 2026 ↗ |
| CYBER HORNET S&P 500 Index Funds | 3,128 | 653.9K $ | 0.39 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 3,120 | 649K $ | 0.08 % | 0.00 % | as of May 31, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 3,100 | 648K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF SPDR INDEX SHARES FUNDS | 3,092 | 646.4K $ | 0.34 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Copeland Dividend Growth Fund Copeland Trust | 3,039 | 632.1K $ | 2.45 % | 0.00 % | as of May 31, 2026 ↗ |
| Guardian All Cap Core VIP Fund Guardian Variable Products Trust | 3,027 | 632.8K $ | 0.29 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Westwood Enhanced Income Opportunity ETF Ultimus Managers Trust | 3,021 | 635.7K $ | 1.79 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Green Century Balanced Fund GREEN CENTURY FUNDS | 3,011 | 633.6K $ | 0.17 % | 0.00 % | as of Jul 31, 2026 ↗ |
| The Gabelli Focused Growth and Income Fund Gabelli Equity Series Funds Inc | 3,000 | 627.1K $ | 1.42 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SPIRIT OF AMERICA LARGE CAP VALUE FUND Spirit of America Investment Fund, Inc. | 3,000 | 627.1K $ | 0.26 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series | 2,971 | 621.1K $ | 0.34 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Optimize Strategy Index ETF Advisor Managed Portfolios | 2,962 | 619.2K $ | 0.22 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Invesco Multi-Strategy Fund AIM Investment Funds (Invesco Investment Funds) | 2,917 | 613.8K $ | 0.25 % | 0.00 % | 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