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
Global Atlantic BlackRock Disciplined Growth Portfolio Forethought Variable Insurance Trust 2,088343.6K $0.38 %0.00 %as of Mar 31, 2026 ↗
BlackRock Managed Volatility V.I. Fund BlackRock Variable Series Funds, Inc. 2,066340K $0.24 %0.00 %as of Mar 31, 2026 ↗
KraneShares Value Line Dynamic Dividend Equity Index ETF Krane Shares Trust 2,040335.7K $0.96 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Large Cap Growth Portfolio SEASONS SERIES TRUST 2,035334.9K $0.15 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Large Cap Index Fund E Trade Trust 2,020385K $0.34 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. 1,993328K $0.15 %0.00 %as of Mar 31, 2026 ↗
Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc 1,971375.7K $0.05 %0.00 %as of Apr 30, 2026 ↗
Fidelity Equity Market Neutral Fund Fidelity Greenwood Street Trust 1,970375.5K $2.12 %0.00 %as of Apr 30, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 1,946320.3K $0.28 %0.00 %as of Mar 31, 2026 ↗
BlackRock Strategic Income Opportunities Portfolio BlackRock Funds V 1,925316.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust 1,919315.8K $0.51 %0.00 %as of Mar 31, 2026 ↗
MML Managed Volatility Fund MML SERIES INVESTMENT FUND 1,855305.3K $0.35 %0.00 %as of Mar 31, 2026 ↗
Franklin Allocation VIP Fund Franklin Templeton Variable Insurance Products Trust 1,845303.6K $0.06 %0.00 %as of Mar 31, 2026 ↗
Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc 1,825347.8K $0.05 %0.00 %as of Apr 30, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 1,727284.2K $0.12 %0.00 %as of Mar 31, 2026 ↗
iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust 1,716327.1K $0.02 %0.00 %as of Apr 30, 2026 ↗
State Farm Balanced Fund Advisers Investment Trust 1,700279.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Sparrow Growth Fund SPARROW FUNDS 1,695282.2K $0.41 %0.00 %as of Feb 28, 2026 ↗
The ESG Growth Portfolio HC Capital Trust 1,682276.8K $0.25 %0.00 %as of Mar 31, 2026 ↗
Optimized Equity Income ETF Listed Funds Trust 1,640312.6K $0.74 %0.00 %as of Apr 30, 2026 ↗
State Street(R) Galaxy Digital Asset Ecosystem ETF SSGA Active Trust 1,615307.8K $1.95 %0.00 %as of Apr 30, 2026 ↗
GodFond Sverige & Världen Storebrand Asset Management AS 1,6112.5M SEK0.11 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Energy ETF ProShares Trust 1,601266.6K $0.35 %0.00 %as of Feb 28, 2026 ↗
S&P 500 2x Strategy Fund Rydex Variable Trust 1,600263.3K $0.31 %0.00 %as of Mar 31, 2026 ↗
Sustainable Equity Fund RUSSELL INVESTMENT CO 1,541293.7K $0.11 %0.00 %as of Apr 30, 2026 ↗
Transamerica Large Value Opportunities TRANSAMERICA FUNDS 1,532292K $0.13 %0.00 %as of Apr 30, 2026 ↗
ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND 1,514249.2K $0.14 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes MDT Market Neutral ETF Federated Hermes ETF Trust 1,498246.5K $0.30 %0.00 %as of Mar 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 1,484247.1K $0.03 %0.00 %as of Feb 28, 2026 ↗
Federated Hermes MDT Large Cap Core ETF Federated Hermes ETF Trust 1,422236.8K $0.39 %0.00 %as of Feb 28, 2026 ↗
Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III 1,418233.4K $0.52 %0.00 %as of Mar 31, 2026 ↗
Equity Income Fund RUSSELL INVESTMENT CO 1,417270.1K $0.18 %0.00 %as of Apr 30, 2026 ↗
Calamos Growth & Income Portfolio CALAMOS ADVISORS TRUST/IL 1,415232.9K $0.74 %0.00 %as of Mar 31, 2026 ↗
Hartford US Value ETF Lattice Strategies Trust 1,411268.9K $0.58 %0.00 %as of Apr 30, 2026 ↗
Yieldmax Target 12 Big 50 Option Income ETF Tidal Trust II 1,404267.6K $1.02 %0.00 %as of Apr 30, 2026 ↗
Invesco ESG S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 1,377229.3K $0.48 %0.00 %as of Feb 28, 2026 ↗
SEB Global Exposure SEB Funds AB 1,3442.1M SEK0.32 %0.00 %as of Mar 31, 2026 ↗
Intech S&P Large Cap Diversified Alpha ETF Tidal Trust III 1,342255.8K $0.19 %0.00 %as of Apr 30, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 1,304248.5K $0.29 %0.00 %as of Apr 30, 2026 ↗
AQR Trend Total Return Fund AQR Funds 1,280210.6K $0.10 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 1,272209.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS 1,239236.1K $0.37 %0.00 %as of Apr 30, 2026 ↗
Transamerica Balanced II TRANSAMERICA FUNDS 1,213231.2K $0.33 %0.00 %as of Apr 30, 2026 ↗
The Catholic SRI Growth Portfolio HC Capital Trust 1,206198.5K $0.28 %0.00 %as of Mar 31, 2026 ↗
ProShares Large Cap Core Plus ProShares Trust 1,203200.3K $0.04 %0.00 %as of Feb 28, 2026 ↗
SPP Generation 40-tal Storebrand Asset Management AS 1,1561.8M SEK0.06 %0.00 %as of Mar 31, 2026 ↗
Cicero-Optimum US Sector Fund Cicero Fonder AB 1,1551.8M SEK0.57 %0.00 %as of Mar 31, 2026 ↗
Xtrackers S&P 500 Growth Scored & Screened ETF DBX ETF Trust 1,155192.3K $1.55 %0.00 %as of Feb 27, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 1,148218.8K $0.07 %0.00 %as of Apr 30, 2026 ↗
Lincoln U.S. Equity Income Maximizer Fund Lincoln Funds Trust 1,129215.2K $1.14 %0.00 %as of Apr 30, 2026 ↗
AAM Brentview Dividend Growth ETF ETF Series Solutions 1,118213.1K $3.39 %0.00 %as of Apr 30, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 1,117183.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Dividend Leaders ETF J.P. Morgan Exchange-Traded Fund Trust 1,090207.7K $1.85 %0.00 %as of Apr 30, 2026 ↗
Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust 1,075176.9K $0.36 %0.00 %as of Mar 31, 2026 ↗
Global Strategy Fund VALIC Co I 1,072178.5K $0.07 %0.00 %as of Feb 28, 2026 ↗
Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust 1,056201.3K $0.33 %0.00 %as of Apr 30, 2026 ↗
Leuthold Global Fund Managed Portfolio Series 1,040171.2K $0.78 %0.00 %as of Mar 31, 2026 ↗
AXS FTSE Venture Capital Return Tracker Fund INVESTMENT MANAGERS SERIES TRUST II 1,038170.8K $0.24 %0.00 %as of Mar 31, 2026 ↗
UBS U.S. Allocation Fund UBS INVESTMENT TRUST 1,028171.2K $0.08 %0.00 %as of Feb 28, 2026 ↗
Virtus Global Allocation Fund Virtus Strategy Trust 1,027169K $0.12 %0.00 %as of Mar 31, 2026 ↗
LoCorr Strategic Allocation Fund LoCorr Investment Trust 1,020167.9K $0.17 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS 976160.6K $0.09 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS 969184.7K $0.38 %0.00 %as of Apr 30, 2026 ↗
Mast Multialternative Strategy Fund Investment Managers Series Trust III 929177.1K $0.09 %0.00 %as of Apr 30, 2026 ↗
Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust 927176.7K $0.27 %0.00 %as of Apr 30, 2026 ↗
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 916174.6K $0.16 %0.00 %as of Apr 30, 2026 ↗
AQR Global Equity Fund AQR Funds 913150.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
Transamerica Large Core ESG TRANSAMERICA FUNDS 910173.4K $0.10 %0.00 %as of Apr 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 894148.9K $0.14 %0.00 %as of Feb 28, 2026 ↗
TIFF MULTI-ASSET FUND TIFF Investment Program 886145.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Fidelity Dynamic Buffered Equity ETF Fidelity Greenwood Street Trust 866165.1K $0.88 %0.00 %as of Apr 30, 2026 ↗
Fulcrum Diversified Absolute Return Fund Northern Lights Fund Trust IV 862141.9K $0.05 %0.00 %as of Mar 31, 2026 ↗
Loomis Sayles Strategic Alpha Fund Natixis Funds Trust II 846139.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
NVIT J.P. Morgan Innovators Fund Nationwide Variable Insurance Trust 844138.9K $1.45 %0.00 %as of Mar 31, 2026 ↗
Loomis Sayles High Income Opportunities Fund LOOMIS SAYLES FUNDS I 827136.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
Artisan Value Income Fund Artisan Partners Funds Inc. 827136.1K $1.64 %0.00 %as of Mar 31, 2026 ↗
FINANCIALS ULTRASECTOR PROFUND ProFunds 821156.5K $2.37 %0.00 %as of Apr 30, 2026 ↗
Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST 821135.1K $0.21 %0.00 %as of Mar 31, 2026 ↗
Franklin Dividend Growth ETF Franklin Templeton ETF Trust 821135.1K $2.74 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Health Care ETF ProShares Trust 816135.9K $0.38 %0.00 %as of Feb 28, 2026 ↗
Loomis Sayles Institutional High Income Fund LOOMIS SAYLES FUNDS I 809133.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 786129.4K $0.06 %0.00 %as of Mar 31, 2026 ↗
BULL PROFUND ProFunds 772147.1K $0.29 %0.00 %as of Apr 30, 2026 ↗
Financial Services Fund Rydex Variable Trust 765125.9K $1.50 %0.00 %as of Mar 31, 2026 ↗
AB All Market Total Return Portfolio AB PORTFOLIOS 750124.9K $0.03 %0.00 %as of Feb 28, 2026 ↗
Abraham Fortress Fund INVESTMENT MANAGERS SERIES TRUST II 732120.5K $0.13 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP BULL ProFunds 724119.1K $0.28 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP LARGE CAP GROWTH ProFunds 719118.3K $0.43 %0.00 %as of Mar 31, 2026 ↗
Meriti Ekorren Global Finserve Nordic AB 7061.1M SEK0.43 %0.00 %as of Mar 31, 2026 ↗
Financial Services Fund Rydex Series Funds 676111.2K $1.50 %0.00 %as of Mar 31, 2026 ↗
JPMorgan U.S. Research Enhanced Large Cap ETF J.P. Morgan Exchange-Traded Fund Trust 664109.3K $0.35 %0.00 %as of Mar 31, 2026 ↗
John Hancock U.S. High Dividend ETF John Hancock Exchange-Traded Fund Trust 641105.5K $1.20 %0.00 %as of Mar 31, 2026 ↗
Gotham Enhanced S&P 500 Index Fund FundVantage Trust 634104.3K $0.45 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Fundamental Data Science Large Core ETF J.P. Morgan Exchange-Traded Fund Trust 632104K $0.74 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes MDT Balanced Fund Federated Hermes MDT Series 627119.5K $0.04 %0.00 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 618102.9K $0.04 %0.00 %as of Feb 28, 2026 ↗
iShares S&P 500 3% Capped ETF iShares Trust 615101.2K $0.42 %0.00 %as of Mar 31, 2026 ↗
NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust 55391K $0.35 %0.00 %as of Mar 31, 2026 ↗
Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc 537102.3K $0.04 %0.00 %as of Apr 30, 2026 ↗
QRAFT AI-Enhanced U.S. Large Cap ETF Exchange Listed Funds Trust 526100.3K $0.67 %0.00 %as of Apr 30, 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