Titelia

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.

FundSharesValueWeight in fundShare of capital
Parametric Hedged Equity ETF Morgan Stanley ETF Trust 2,911608.5K $0.43 %0.00 %as of Jun 30, 2026 ↗
WBI BullBear Quality 3000 ETF Absolute Shares Trust 2,909608.1K $2.00 %0.00 %as of Jun 30, 2026 ↗
Skandia Balanserad Skandia Fonder AB 2,9004.5M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Reynolds Blue Chip Growth Fund Reynolds Funds Inc 2,900606.2K $0.87 %0.00 %as of Jun 30, 2026 ↗
Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I 2,897609.6K $0.19 %0.00 %as of Jul 31, 2026 ↗
Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB 2,8764.5M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
YieldMax(R) Target 12(TM) Big 50 Option Income ETF Tidal Trust II 2,830595.5K $1.10 %0.00 %as of Jul 31, 2026 ↗
Handelsbanken Global Index Core Handelsbanken Fonder AB 2,7694.3M SEK0.25 %0.00 %as of Mar 31, 2026 ↗
FlexShares ESG & Climate US Large Cap Core Index Fund FlexShares Trust 2,750578.7K $0.52 %0.00 %as of Jul 31, 2026 ↗
The Gabelli Global Rising Income and Dividend Fund GAMCO Global Series Funds, Inc 2,700564.4K $0.77 %0.00 %as of Jun 30, 2026 ↗
Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS 2,692559.9K $0.39 %0.00 %as of May 31, 2026 ↗
Horizon Core Equity ETF Horizon Funds 2,681557.6K $0.37 %0.00 %as of May 31, 2026 ↗
S&P 500 Fund Rydex Series Funds 2,643552.5K $0.36 %0.00 %as of Jun 30, 2026 ↗
Amplify AI Powered Equity ETF Amplify ETF Trust 2,617547.1K $0.45 %0.00 %as of Jun 30, 2026 ↗
ULTRABULL PROFUND ProFunds 2,584543.7K $0.30 %0.00 %as of Jul 31, 2026 ↗
T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. 2,577538.7K $0.23 %0.00 %as of Jun 30, 2026 ↗
Impact Shares Women's Empowerment ETF Tidal Trust III 2,568536.8K $0.97 %0.00 %as of Jun 30, 2026 ↗
First Trust Dorsey Wright Momentum & Value ETF First Trust Exchange-Traded Fund VI 2,556534.3K $1.17 %0.00 %as of Jun 30, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 2,454516.4K $0.18 %0.00 %as of Jul 31, 2026 ↗
Innovator Equity Managed 100 Buffer ETF Innovator ETFs Trust 2,441513.6K $0.37 %0.00 %as of Jul 31, 2026 ↗
NAA WORLD EQUITY INCOME New Age Alpha Funds Trust 2,398501.3K $1.01 %0.00 %as of Jun 30, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 2,392500K $0.13 %0.00 %as of Jun 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 2,386496.3K $0.18 %0.00 %as of May 31, 2026 ↗
American Century U.S. Quality Value ETF American Century ETF Trust 2,371493.2K $0.14 %0.00 %as of May 31, 2026 ↗
Victory Target Managed Allocation Fund Victory Portfolios III 2,357490.3K $0.28 %0.00 %as of May 31, 2026 ↗
Federated Hermes MDT Large Cap Value ETF Federated Hermes ETF Trust 2,339486.5K $0.51 %0.00 %as of May 31, 2026 ↗
Equity Income Portfolio GLENMEDE FUND INC 2,333490.9K $3.56 %0.00 %as of Jul 31, 2026 ↗
E*TRADE No Fee Large Cap Index Fund E Trade Trust 2,307485.4K $0.36 %0.00 %as of Jul 31, 2026 ↗
PGIM Jennison Rising Dividend Fund Prudential Investment Portfolios 5 2,305485K $0.59 %0.00 %as of Jul 31, 2026 ↗
The Gabelli Equity Income Fund Gabelli Equity Series Funds Inc 2,300480.8K $0.10 %0.00 %as of Jun 30, 2026 ↗
Impact Shares Naacp Minority Empowerment ETF Tidal Trust III 2,259472.2K $0.62 %0.00 %as of Jun 30, 2026 ↗
Putnam VT U.S. Research Fund Putnam Variable Trust 2,256471.6K $0.34 %0.00 %as of Jun 30, 2026 ↗
DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST 2,250468K $0.46 %0.00 %as of May 31, 2026 ↗
Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 2,231469.4K $0.28 %0.00 %as of Jul 31, 2026 ↗
THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. 2,222464.5K $0.66 %0.00 %as of Jun 30, 2026 ↗
1919 Financial Services Fund Advisor Managed Portfolios 2,200459.9K $0.48 %0.00 %as of Jun 30, 2026 ↗
Nordea Generationsfond Senior Nordea Funds Ab 2,1953.4M SEK0.16 %0.00 %as of Mar 31, 2026 ↗
FlexShares STOXX US ESG Select Index Fund FlexShares Trust 2,190460.8K $0.35 %0.00 %as of Jul 31, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 2,187460.2K $0.23 %0.00 %as of Jul 31, 2026 ↗
Nordea Generationsfond 90-tal Nordea Funds Ab 2,1763.3M SEK0.10 %0.00 %as of Mar 31, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 2,164452.4K $0.16 %0.00 %as of Jun 30, 2026 ↗
TETON Westwood Balanced Fund Teton Westwood Funds 2,140447.3K $1.46 %0.00 %as of Jun 30, 2026 ↗
S&P 500 2x Strategy Fund Rydex Variable Trust 2,124444K $0.35 %0.00 %as of Jun 30, 2026 ↗
Allspring VT Discovery All Cap Growth Fund Allspring VARIABLE TRUST 2,038426K $0.80 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Financials ETF T. Rowe Price Exchange-Traded Funds, Inc. 2,015421.2K $3.06 %0.00 %as of Jun 30, 2026 ↗
Multi-Asset Strategy Fund RUSSELL INVESTMENT CO 2,004421.7K $0.07 %0.00 %as of Jul 31, 2026 ↗
AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 2,004418.9K $0.18 %0.00 %as of Jun 30, 2026 ↗
Direxion Daily S&P 500 High Beta Bull 3X Shares Direxion Shares ETF Trust 2,002421.3K $0.56 %0.00 %as of Jul 31, 2026 ↗
Franklin Allocation VIP Fund Franklin Templeton Variable Insurance Products Trust 1,979413.7K $0.08 %0.00 %as of Jun 30, 2026 ↗
Fidelity Equity Market Neutral Fund Fidelity Greenwood Street Trust 1,970414.5K $2.05 %0.00 %as of Jul 31, 2026 ↗
BlackRock Managed Volatility V.I. Fund BlackRock Variable Series Funds, Inc. 1,960409.7K $0.28 %0.00 %as of Jun 30, 2026 ↗
SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust 1,919401.1K $0.48 %0.00 %as of Jun 30, 2026 ↗
SA Multi-Managed Large Cap Growth Portfolio SEASONS SERIES TRUST 1,900397.2K $0.15 %0.00 %as of Jun 30, 2026 ↗
State Street(R) Galaxy Digital Asset Ecosystem ETF SSGA Active Trust 1,852389.7K $1.90 %0.00 %as of Jul 31, 2026 ↗
TIFF MULTI-ASSET FUND TIFF Multi-Asset Fund 1,830382.5K $0.03 %0.00 %as of Jun 30, 2026 ↗
Optimized Equity Income ETF Listed Funds Trust 1,790376.7K $0.81 %0.00 %as of Jul 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 1,778374.1K $0.34 %0.00 %as of Jul 31, 2026 ↗
KraneShares Value Line Dynamic Dividend Equity Index ETF Krane Shares Trust 1,744364.6K $0.92 %0.00 %as of Jun 30, 2026 ↗
The ESG Growth Portfolio HC Capital Trust 1,700355.4K $0.29 %0.00 %as of Jun 30, 2026 ↗
State Farm Balanced Fund Advisers Investment Trust 1,700355.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
Sparrow Growth Fund SPARROW FUNDS 1,695352.6K $0.46 %0.00 %as of May 31, 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 1,605333.8K $0.40 %0.00 %as of May 31, 2026 ↗
AQR Trend Total Return Fund AQR Funds 1,593333K $0.09 %0.00 %as of Jun 30, 2026 ↗
Guardian Diversified Research VIP Fund Guardian Variable Products Trust 1,589332.2K $0.34 %0.00 %as of Jun 30, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 1,538321.5K $0.25 %0.00 %as of Jun 30, 2026 ↗
Global Atlantic BlackRock Disciplined Growth Portfolio Forethought Variable Insurance Trust 1,505314.6K $0.30 %0.00 %as of Jun 30, 2026 ↗
ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND 1,471307.5K $0.16 %0.00 %as of Jun 30, 2026 ↗
Wilmington Global Alpha Equities Fund Wilmington Funds 1,453305.7K $0.13 %0.00 %as of Jul 31, 2026 ↗
Hartford US Value ETF Lattice Strategies Trust 1,448304.7K $0.62 %0.00 %as of Jul 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 1,444300.4K $0.04 %0.00 %as of May 31, 2026 ↗
iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust 1,442303.4K $0.03 %0.00 %as of Jul 31, 2026 ↗
Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III 1,418296.4K $0.62 %0.00 %as of Jun 30, 2026 ↗
Equity Income Fund RUSSELL INVESTMENT CO 1,417298.2K $0.19 %0.00 %as of Jul 31, 2026 ↗
Fidelity Flex Large Cap Focused Index Fund Fidelity Concord Street Trust 1,400291.2K $0.09 %0.00 %as of May 31, 2026 ↗
SIMT Tax-Managed Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST 1,380288.5K $0.05 %0.00 %as of Jun 30, 2026 ↗
NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust 1,376287.6K $0.39 %0.00 %as of Jun 30, 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 1,319277.5K $0.20 %0.00 %as of Jul 31, 2026 ↗
Pictet AI Enhanced US Equity ETF 2023 ETF Series Trust 1,312274.3K $0.39 %0.00 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 1,272265.9K $0.03 %0.00 %as of Jun 30, 2026 ↗
Fulcrum Diversified Absolute Return Fund Northern Lights Fund Trust IV 1,266264.6K $0.08 %0.00 %as of Jun 30, 2026 ↗
Calamos Growth & Income Portfolio CALAMOS ADVISORS TRUST/IL 1,230257.1K $0.71 %0.00 %as of Jun 30, 2026 ↗
The Catholic SRI Growth Portfolio HC Capital Trust 1,211253.1K $0.31 %0.00 %as of Jun 30, 2026 ↗
Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS 1,204253.3K $0.40 %0.00 %as of Jul 31, 2026 ↗
Transamerica Balanced II TRANSAMERICA FUNDS 1,169246K $0.35 %0.00 %as of Jul 31, 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 ↗
Lincoln U.S. Equity Income Maximizer Fund Lincoln Funds Trust 1,129237.6K $1.22 %0.00 %as of Jul 31, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 1,117235K $0.08 %0.00 %as of Jul 31, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 1,117233.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
AQR MS Fusion HV Fund AQR Funds 1,115233.1K $0.33 %0.00 %as of Jun 30, 2026 ↗
The Gabelli Dividend Growth Fund Gabelli Dividend Growth Fund 1,100229.9K $1.05 %0.00 %as of Jun 30, 2026 ↗
Global Strategy Fund VALIC Co I 1,072223K $0.09 %0.00 %as of May 31, 2026 ↗
Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust 1,066224.3K $0.32 %0.00 %as of Jul 31, 2026 ↗
FINANCIALS ULTRASECTOR PROFUND ProFunds 1,045219.9K $2.27 %0.00 %as of Jul 31, 2026 ↗
Leuthold Global Fund Managed Portfolio Series 1,040217.4K $0.93 %0.00 %as of Jun 30, 2026 ↗
Virtus Global Allocation Fund Virtus Strategy Trust 1,027214.7K $0.14 %0.00 %as of Jun 30, 2026 ↗
LoCorr Strategic Allocation Fund LoCorr Investment Trust 1,020213.2K $0.19 %0.00 %as of Jun 30, 2026 ↗
M3Sixty Income and Opportunity Fund 360 Funds 1,000208K $1.24 %0.00 %as of May 31, 2026 ↗

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Funds that publish their own holdings

FundWeight 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.

FundWeight 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.

QuarterShareholdersChangeSharesChange
2026Q31,148+49339,545,557+0.1 %
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 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.

ShareholderDeclared stakeShares
MITSUBISHI UFJ FINANCIAL GROUP, INC. 24.12 %380,511,118as 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.

FundBond linesValue
VANGUARD TOTAL BOND MARKET II INDEX FUND502B $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND531.9B $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND221.8B $as of May 31, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND211.1B $as of Jul 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND271.1B $as of May 31, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND21979.4M $as of Jul 31, 2026
American Balanced Fund23973.1M $as of Jun 30, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF39744.8M $as of May 31, 2026
Bond Fund of America24707.8M $as of Jun 30, 2026
PGIM Total Return Bond Fund21661.5M $as of Jul 31, 2026
iShares Core U.S. Aggregate Bond ETF58647.7M $as of May 31, 2026
VANGUARD WELLINGTON FUND16641.9M $as of May 31, 2026
Lord Abbett Short Duration Income Fund11579.7M $as of May 31, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND21545.3M $as of Jun 30, 2026
Fidelity Investment Grade Bond Central Fund12459.2M $as of Jun 30, 2026
VANGUARD INSTITUTIONAL INTERMEDIATE-TERM BOND FUND24449.9M $as of Jun 30, 2026
VANGUARD WELLESLEY INCOME FUND15440.4M $as of Jun 30, 2026
Fidelity Total Bond Fund13438M $as of May 31, 2026
Franklin Income Fund5433.8M $as of Jun 30, 2026
VANGUARD SHORT-TERM BOND INDEX FUND23414.5M $as of Jun 30, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF22400.3M $as of May 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF26395.4M $as of May 31, 2026
Fidelity U.S. Bond Index Fund36379.1M $as of May 31, 2026
Baird Aggregate Bond Fund16343.4M $as of Jun 30, 2026
JPMorgan Core Bond Fund19342.9M $as of May 31, 2026
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Titelia. "Fund shareholders of Morgan Stanley". https://titelia.com/en/stocks/morgan-stanley-US6174464486