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
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 4,922810K $0.25 %0.00 %as of Mar 31, 2026 ↗
Invesco Multi-Strategy Fund AIM Investment Funds (Invesco Investment Funds) 4,906935K $0.38 %0.00 %as of Apr 30, 2026 ↗
Nuveen ESG Large-Cap ETF NuShares ETF Trust 4,904934.7K $1.64 %0.00 %as of Apr 30, 2026 ↗
Federated Hermes MDT Large Cap Value ETF Federated Hermes ETF Trust 4,816801.9K $1.13 %0.00 %as of Feb 28, 2026 ↗
JPMorgan Equity Premium Yield ETF J.P. Morgan Exchange-Traded Fund Trust 4,626761.3K $0.72 %0.00 %as of Mar 31, 2026 ↗
Growth and Income Portfolio BNY MELLON VARIABLE INVESTMENT FUND 4,619760.1K $0.83 %0.00 %as of Mar 31, 2026 ↗
HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III 4,615759.5K $0.15 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund 4,596765.3K $0.26 %0.00 %as of Feb 28, 2026 ↗
SA Fidelity Institutional AM Global Equities Portfolio SUNAMERICA SERIES TRUST 4,559868.9K $0.25 %0.00 %as of Apr 30, 2026 ↗
Calamos Select Fund CALAMOS INVESTMENT TRUST/IL 4,520861.5K $1.40 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP FINANCIALS ProFunds 4,414726.4K $2.78 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB 4,4116.9M SEK0.12 %0.00 %as of Mar 31, 2026 ↗
SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST 4,386835.9K $0.21 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 4,363718K $0.47 %0.00 %as of Mar 31, 2026 ↗
Brendan Wood TopGun ETF ETF Opportunities Trust 4,317718.8K $3.62 %0.00 %as of Feb 28, 2026 ↗
Defiance Large Cap Ex-mag 7 ETF Tidal Trust II 4,313718.2K $0.51 %0.00 %as of Feb 28, 2026 ↗
Invesco S&P 500 Value with Momentum ETF Invesco Exchange-Traded Fund Trust 4,293818.2K $0.68 %0.00 %as of Apr 30, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 4,274814.6K $0.15 %0.00 %as of Apr 30, 2026 ↗
Transamerica Madison Diversified Income VP TRANSAMERICA SERIES TRUST 4,165685.4K $0.66 %0.00 %as of Mar 31, 2026 ↗
Morningstar Global Income Fund Morningstar Funds Trust 4,067775.1K $0.53 %0.00 %as of Apr 30, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 4,039769.8K $0.34 %0.00 %as of Apr 30, 2026 ↗
VY(R) COLUMBIA CONTRARIAN CORE PORTFOLIO Voya Partners Inc 4,028662.9K $0.97 %0.00 %as of Mar 31, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 4,026662.6K $0.35 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Equity Income ETF T. Rowe Price Exchange-Traded Funds, Inc. 3,981655.2K $0.18 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 3,966755.9K $0.18 %0.00 %as of Apr 30, 2026 ↗
Franklin Systematic Style Premia ETF Franklin Templeton ETF Trust 3,963652.2K $0.10 %0.00 %as of Mar 31, 2026 ↗
Zacks Focus Growth ETF Zacks Trust 3,894648.4K $1.07 %0.00 %as of Feb 28, 2026 ↗
Swedbank Robur Access Edge USA Swedbank Robur Fonder AB 3,8286M SEK0.44 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 3,695704.2K $0.18 %0.00 %as of Apr 30, 2026 ↗
BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust 3,611601.3K $0.26 %0.00 %as of Feb 28, 2026 ↗
JPMorgan Equity and Options Total Return ETF J.P. Morgan Exchange-Traded Fund Trust 3,608687.6K $0.80 %0.00 %as of Apr 30, 2026 ↗
Global X Guru Index ETF GLOBAL X FUNDS 3,604686.9K $1.18 %0.00 %as of Apr 30, 2026 ↗
Northern Trust US Equity ETF Northern Funds 3,599592.3K $0.08 %0.00 %as of Mar 31, 2026 ↗
Putnam VT Core Equity Fund Putnam Variable Trust 3,586590.1K $0.36 %0.00 %as of Mar 31, 2026 ↗
NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 3,567587K $0.68 %0.00 %as of Mar 31, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 3,546583.6K $0.21 %0.00 %as of Mar 31, 2026 ↗
GMO U.S. Equity Fund GMO TRUST 3,541589.6K $0.27 %0.00 %as of Feb 28, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 3,509668.8K $0.28 %0.00 %as of Apr 30, 2026 ↗
NAA LARGE CAP VALUE FUND New Age Alpha Funds Trust 3,506577K $0.86 %0.00 %as of Mar 31, 2026 ↗
Multi-Asset Strategy Fund RUSSELL INVESTMENT CO 3,494665.9K $0.11 %0.00 %as of Apr 30, 2026 ↗
Nova Fund Rydex Series Funds 3,407560.7K $0.26 %0.00 %as of Mar 31, 2026 ↗
Invesco Income Advantage U.S. Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 3,398565.8K $0.27 %0.00 %as of Feb 28, 2026 ↗
Praxis Impact Large Cap Value ETF Praxis Funds 3,382556.6K $0.85 %0.00 %as of Mar 31, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 3,359640.2K $0.30 %0.00 %as of Apr 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 3,328554.1K $0.22 %0.00 %as of Feb 28, 2026 ↗
Global X Conscious Companies ETF GLOBAL X FUNDS 3,325553.6K $0.50 %0.00 %as of Feb 28, 2026 ↗
Strategas Macro Momentum ETF ADVISORS' INNER CIRCLE III 3,302543.4K $2.07 %0.00 %as of Mar 31, 2026 ↗
Handelsbanken Global Momentum Handelsbanken Fonder AB 3,3005.2M SEK0.16 %0.00 %as of Mar 31, 2026 ↗
Nuveen Large Cap Value Opportunities Fund Nuveen Investment Trust 3,282540.1K $1.51 %0.00 %as of Mar 31, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 3,260536.5K $0.30 %0.00 %as of Mar 31, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 3,249619.2K $0.22 %0.00 %as of Apr 30, 2026 ↗
Copeland Dividend Growth Fund Copeland Trust 3,224536.8K $1.98 %0.00 %as of Feb 28, 2026 ↗
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 3,207527.8K $0.12 %0.00 %as of Mar 31, 2026 ↗
American Conservative Values ETF ETF Opportunities Trust 3,206611K $0.42 %0.00 %as of Apr 30, 2026 ↗
SGI U.S. Large Cap Core ETF RBB Fund, Inc. 3,188530.8K $0.34 %0.00 %as of Feb 28, 2026 ↗
CYBER HORNET S&P 500 Index Funds 3,187524.5K $0.35 %0.00 %as of Mar 31, 2026 ↗
American Century U.S. Quality Value ETF American Century ETF Trust 3,163526.7K $0.15 %0.00 %as of Feb 28, 2026 ↗
TRIBUTARY BALANCED FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 3,080506.9K $0.65 %0.00 %as of Mar 31, 2026 ↗
NYLI Candriam U.S. Large Cap Equity ETF New York Life Investments ETF Trust 3,020575.6K $0.18 %0.00 %as of Apr 30, 2026 ↗
Green Century Balanced Fund GREEN CENTURY FUNDS 3,011573.9K $0.15 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF SPDR INDEX SHARES FUNDS 3,001493.9K $0.30 %0.00 %as of Mar 31, 2026 ↗
The Gabelli Focused Growth and Income Fund Gabelli Equity Series Funds Inc 3,000493.7K $1.08 %0.00 %as of Mar 31, 2026 ↗
The Gabelli Dividend Growth Fund Gabelli Dividend Growth Fund 3,000493.7K $2.34 %0.00 %as of Mar 31, 2026 ↗
SPIRIT OF AMERICA LARGE CAP VALUE FUND Spirit of America Investment Fund, Inc. 3,000493.7K $0.24 %0.00 %as of Mar 31, 2026 ↗
First Trust Dorsey Wright Momentum & Value ETF First Trust Exchange-Traded Fund VI 3,000493.7K $1.20 %0.00 %as of Mar 31, 2026 ↗
Franklin Income Equity Focus ETF Franklin Templeton ETF Trust 2,981490.6K $0.43 %0.00 %as of Mar 31, 2026 ↗
Impact Shares Women's Empowerment ETF Tidal Trust III 2,977489.9K $0.87 %0.00 %as of Mar 31, 2026 ↗
Horizon Core Equity ETF Horizon Funds 2,976495.5K $0.44 %0.00 %as of Feb 28, 2026 ↗
Optimize Strategy Index ETF Advisor Managed Portfolios 2,972489.1K $0.23 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series 2,920480.5K $0.28 %0.00 %as of Mar 31, 2026 ↗
Skandia Balanserad Skandia Fonder AB 2,9004.5M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I 2,899552.5K $0.17 %0.00 %as of Apr 30, 2026 ↗
Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS 2,877479K $0.34 %0.00 %as of Feb 28, 2026 ↗
Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB 2,8764.5M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
FlexShares ESG & Climate US Large Cap Core Index Fund FlexShares Trust 2,850543.2K $0.49 %0.00 %as of Apr 30, 2026 ↗
Handelsbanken Global Index Core Handelsbanken Fonder AB 2,7694.3M SEK0.25 %0.00 %as of Mar 31, 2026 ↗
Parametric Hedged Equity ETF Morgan Stanley ETF Trust 2,731449.4K $0.37 %0.00 %as of Mar 31, 2026 ↗
The Gabelli Global Rising Income and Dividend Fund GAMCO Global Series Funds, Inc 2,700444.3K $0.65 %0.00 %as of Mar 31, 2026 ↗
S&P 500 Fund Rydex Series Funds 2,686442K $0.32 %0.00 %as of Mar 31, 2026 ↗
Multi-Asset High Income Fund John Hancock Funds II 2,643440.1K $0.38 %0.00 %as of Feb 28, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 2,607434.1K $0.05 %0.00 %as of Feb 28, 2026 ↗
Innovator Equity Managed 100 Buffer ETF Innovator ETFs Trust 2,538483.7K $0.39 %0.00 %as of Apr 30, 2026 ↗
ULTRABULL PROFUND ProFunds 2,521480.5K $0.24 %0.00 %as of Apr 30, 2026 ↗
Russell Investments Global Equity ETF Russell Investments Exchange Traded Funds 2,514413.7K $0.15 %0.00 %as of Mar 31, 2026 ↗
DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST 2,500416.3K $0.44 %0.00 %as of Feb 28, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 2,409396.4K $0.11 %0.00 %as of Mar 31, 2026 ↗
NAA WORLD EQUITY INCOME New Age Alpha Funds Trust 2,398394.6K $0.85 %0.00 %as of Mar 31, 2026 ↗
First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust 2,386392.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
Equity Income Portfolio GLENMEDE FUND INC 2,366450.9K $3.45 %0.00 %as of Apr 30, 2026 ↗
WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust 2,350386.7K $0.43 %0.00 %as of Mar 31, 2026 ↗
The Gabelli Equity Income Fund Gabelli Equity Series Funds Inc 2,300378.5K $0.09 %0.00 %as of Mar 31, 2026 ↗
Impact Shares Naacp Minority Empowerment ETF Tidal Trust III 2,299378.3K $0.63 %0.00 %as of Mar 31, 2026 ↗
FlexShares STOXX US ESG Select Index Fund FlexShares Trust 2,263431.3K $0.34 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Financials ETF T. Rowe Price Exchange-Traded Funds, Inc. 2,260371.9K $2.96 %0.00 %as of Mar 31, 2026 ↗
Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 2,210421.2K $0.26 %0.00 %as of Apr 30, 2026 ↗
THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. 2,203362.5K $0.61 %0.00 %as of Mar 31, 2026 ↗
Nordea Generationsfond Senior Nordea Funds Ab 2,1953.4M SEK0.16 %0.00 %as of Mar 31, 2026 ↗
Nordea Generationsfond 90-tal Nordea Funds Ab 2,1763.3M SEK0.10 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 High Beta Bull 3X Shares Direxion Shares ETF Trust 2,176414.7K $0.53 %0.00 %as of Apr 30, 2026 ↗
AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 2,165356.3K $0.15 %0.00 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

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
Cite this page

Titelia. "Fund shareholders of Morgan Stanley". https://titelia.com/en/stocks/morgan-stanley-US6174464486