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
Federated Hermes MDT Balanced Fund Federated Hermes MDT Series 997209.8K $0.06 %0.00 %as of Jul 31, 2026 ↗
Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust 967202.1K $0.41 %0.00 %as of Jun 30, 2026 ↗
Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust 944198.6K $0.31 %0.00 %as of Jul 31, 2026 ↗
Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS 942198.2K $0.40 %0.00 %as of Jul 31, 2026 ↗
AAM Brentview Dividend Growth ETF ETF Series Solutions 926194.8K $2.92 %0.00 %as of Jul 31, 2026 ↗
Loomis Sayles Strategic Alpha Fund Natixis Funds Trust II 920192.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
UBS U.S. Allocation Fund UBS INVESTMENT TRUST 918190.9K $0.08 %0.00 %as of May 31, 2026 ↗
AQR Global Fund AQR Funds 913190.9K $0.03 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Dividend Leaders ETF J.P. Morgan Exchange-Traded Fund Trust 892187.7K $1.46 %0.00 %as of Jul 31, 2026 ↗
AXS FTSE Venture Capital Return Tracker Fund INVESTMENT MANAGERS SERIES TRUST II 883184.6K $0.25 %0.00 %as of Jun 30, 2026 ↗
NVIT J.P. Morgan Innovators Fund Nationwide Variable Insurance Trust 875182.9K $1.63 %0.00 %as of Jun 30, 2026 ↗
Financial Services Fund Rydex Series Funds 861180K $1.51 %0.00 %as of Jun 30, 2026 ↗
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 860181K $0.16 %0.00 %as of Jul 31, 2026 ↗
iShares Dynamic Short-Term Active ETF BlackRock ETF Trust 857180.3K $0.09 %0.00 %as of Jul 31, 2026 ↗
Innovator Equity Managed 10 Buffer ETF Innovator ETFs Trust 850178.9K $0.40 %0.00 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS 836174.8K $0.10 %0.00 %as of Jun 30, 2026 ↗
HCM Large Cap Growth ETF ETF Opportunities Trust 818171K $0.23 %0.00 %as of Jun 30, 2026 ↗
ProShares S&P 500 Ex-Health Care ETF ProShares Trust 810168.5K $0.42 %0.00 %as of May 31, 2026 ↗
Fidelity Dynamic Buffered Equity ETF Fidelity Greenwood Street Trust 807169.8K $0.71 %0.00 %as of Jul 31, 2026 ↗
Xtrackers S&P 500 Growth Scored & Screened ETF DBX ETF Trust 789164.1K $1.22 %0.00 %as of May 29, 2026 ↗
Nova Fund Rydex Variable Trust 771161.2K $0.32 %0.00 %as of Jun 30, 2026 ↗
Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST 763159.5K $0.23 %0.00 %as of Jun 30, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 760158.9K $0.07 %0.00 %as of Jun 30, 2026 ↗
WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust 744155.5K $0.44 %0.00 %as of Jun 30, 2026 ↗
Loomis Sayles High Income Opportunities Fund LOOMIS SAYLES FUNDS I 732153K $0.05 %0.00 %as of Jun 30, 2026 ↗
Abraham Fortress Fund INVESTMENT MANAGERS SERIES TRUST II 732153K $0.15 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP BULL ProFunds 719150.3K $0.30 %0.00 %as of Jun 30, 2026 ↗
Loomis Sayles Institutional High Income Fund LOOMIS SAYLES FUNDS I 716149.7K $0.06 %0.00 %as of Jun 30, 2026 ↗
Meriti Ekorren Global Finserve Nordic AB 7061.1M SEK0.43 %0.00 %as of Mar 31, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 706146.8K $0.03 %0.00 %as of May 31, 2026 ↗
John Hancock U.S. High Dividend ETF John Hancock Exchange-Traded Fund Trust 694145.1K $1.19 %0.00 %as of Jun 30, 2026 ↗
iShares S&P 500 3% Capped ETF iShares Trust 691144.4K $0.46 %0.00 %as of Jun 30, 2026 ↗
Financial Services Fund Rydex Variable Trust 687143.6K $1.52 %0.00 %as of Jun 30, 2026 ↗
Franklin Dividend Growth ETF Franklin Templeton ETF Trust 680142.1K $2.71 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP LARGE CAP GROWTH ProFunds 678141.7K $0.43 %0.00 %as of Jun 30, 2026 ↗
Gotham Enhanced S&P 500 Index Fund FundVantage Trust 634132.5K $0.50 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Fundamental Data Science Large Core ETF J.P. Morgan Exchange-Traded Fund Trust 632132.1K $0.83 %0.00 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 618128.5K $0.05 %0.00 %as of May 31, 2026 ↗
NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust 615128.6K $0.40 %0.00 %as of Jun 30, 2026 ↗
Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust 584122.1K $0.47 %0.00 %as of Jun 30, 2026 ↗
BULL PROFUND ProFunds 565118.9K $0.22 %0.00 %as of Jul 31, 2026 ↗
Parametric Equity Plus ETF Morgan Stanley ETF Trust 522109.1K $0.38 %0.00 %as of Jun 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 504104.8K $0.10 %0.00 %as of May 31, 2026 ↗
Invesco S&P 500 High Dividend Growers ETF Invesco Exchange-Traded Fund Trust II 500104K $0.94 %0.00 %as of May 31, 2026 ↗
1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds 478100.6K $0.10 %0.00 %as of Jul 31, 2026 ↗
Gabelli SRI Fund, Inc. Gabelli SRI Fund, Inc. 47098.2K $0.45 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Flexible Income ETF J.P. Morgan Exchange-Traded Fund Trust 43892.2K $0.19 %0.00 %as of Jul 31, 2026 ↗
JPMorgan Managed Futures Plus ETF J.P. Morgan Exchange-Traded Fund Trust 42489.2K $0.27 %0.00 %as of Jul 31, 2026 ↗
iShares Nasdaq Premium Income Active ETF BlackRock ETF Trust 41687K $0.56 %0.00 %as of Jun 30, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 41185.5K $0.03 %0.00 %as of May 29, 2026 ↗
WisdomTree 500 Digital Fund WisdomTree Digital Trust 40885.3K $0.47 %0.00 %as of Jun 30, 2026 ↗
Fundamental Equity Income Fund John Hancock Investment Trust 39983.4K $1.20 %0.00 %as of Jun 30, 2026 ↗
Large Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents 39682.8K $1.13 %0.00 %as of Jun 30, 2026 ↗
Sustainable Equity Fund RUSSELL INVESTMENT CO 39082.1K $0.03 %0.00 %as of Jul 31, 2026 ↗
Janus Henderson US Equity Enhanced Income ETF Janus Detroit Street Trust 37879.5K $1.13 %0.00 %as of Jul 31, 2026 ↗
UBS GLOBAL ALLOCATION FUND UBS FUNDS 37277.8K $0.05 %0.00 %as of Jun 30, 2026 ↗
VistaShares Target 15 S&P 100 Distribution ETF Tidal Trust III 37177.2K $0.54 %0.00 %as of May 31, 2026 ↗
LARGE-CAP GROWTH PROFUND ProFunds 35274.1K $0.44 %0.00 %as of Jul 31, 2026 ↗
Large Cap Growth Portfolio I Multi-Select Securities Fund for Puerto Rico Residents 35073.2K $0.79 %0.00 %as of Jun 30, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 34572.1K $0.07 %0.00 %as of Jun 30, 2026 ↗
DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust 33870.7K $0.22 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. 32768.4K $0.48 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP ULTRABULL ProFunds 30162.9K $0.22 %0.00 %as of Jun 30, 2026 ↗
AQR MS Fusion Fund AQR Funds 28960.4K $0.25 %0.00 %as of Jun 30, 2026 ↗
NPF Core Equity ETF Elevation Series Trust 27958.7K $0.01 %0.00 %as of Jul 31, 2026 ↗
Storebrand Global Developed Markets Storebrand Asset Management AS 276432.7K SEK0.42 %0.00 %as of Mar 31, 2026 ↗
PACE Alternative Strategies Investments PACE SELECT ADVISORS TRUST 27457.7K $0.02 %0.00 %as of Jul 31, 2026 ↗
PROFUND VP LARGE CAP VALUE ProFunds 27457.3K $0.34 %0.00 %as of Jun 30, 2026 ↗
Neuberger Growth ETF Neuberger Berman ETF Trust 27056.2K $0.38 %0.00 %as of May 31, 2026 ↗
Artisan Value Income Fund Artisan Partners Funds Inc. 25653.5K $0.66 %0.00 %as of Jun 30, 2026 ↗
Corgi NYC Based ETF Corgi ETF Trust I 25252.7K $4.52 %0.00 %as of Jun 30, 2026 ↗
MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp 24651.4K $0.44 %0.00 %as of Jun 30, 2026 ↗
Invesco Diversified Dividend Opportunities ETF Invesco Actively Managed Exchange-Traded Fund Trust 22647.6K $1.75 %0.00 %as of Jul 31, 2026 ↗
Sector Rotation Fund Meeder Funds 21845.6K $0.10 %0.00 %as of Jun 30, 2026 ↗
Large Cap Core Fund Northern Funds 21645.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Morningstar Multisector Bond Fund Morningstar Funds Trust 21244.6K $0.02 %0.00 %as of Jul 31, 2026 ↗
Federated Hermes MDT Large Cap Core ETF Federated Hermes ETF Trust 20843.3K $0.04 %0.00 %as of May 31, 2026 ↗
Mast Multialternative Strategy Fund Investment Managers Series Trust III 19941.9K $0.02 %0.00 %as of Jul 31, 2026 ↗
Arrow DWA Tactical: Balanced Fund Arrow Investments Trust 19841.7K $0.16 %0.00 %as of Jul 31, 2026 ↗
Skandia Försiktig Skandia Fonder AB 183286.9K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes MDT Market Neutral ETF Federated Hermes ETF Trust 18137.8K $0.04 %0.00 %as of Jun 30, 2026 ↗
AQR CVX Fusion Fund AQR Funds 17236K $0.07 %0.00 %as of Jun 30, 2026 ↗
Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust 16334.3K $0.20 %0.00 %as of Jul 31, 2026 ↗
Global X S&P 500 Christian Values ETF GLOBAL X FUNDS 15532.6K $0.41 %0.00 %as of Jul 31, 2026 ↗
Gotham Index Plus Fund FundVantage Trust 15532.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares Ultra S&P 500 Equal Weight ProShares Trust 13928.9K $0.10 %0.00 %as of May 31, 2026 ↗
Vox Populi ETF Advisors Series Trust 12626.5K $0.46 %0.00 %as of Jul 31, 2026 ↗
BNY Mellon US Large Cap Equity Growth ETF BNY Mellon ETF Trust 12426.1K $0.22 %0.00 %as of Jul 31, 2026 ↗
Baron Risk Optimized Large Cap ETF Baron ETF Trust 11423.8K $1.24 %0.00 %as of Jun 30, 2026 ↗
Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust 10521.8K $0.32 %0.00 %as of May 31, 2026 ↗
Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust 10421.7K $0.30 %0.00 %as of Jun 30, 2026 ↗
Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS 8918.7K $0.39 %0.00 %as of Jul 31, 2026 ↗
Global X U.S. 500 ETF GLOBAL X FUNDS 8417.5K $0.38 %0.00 %as of May 31, 2026 ↗
LARGE-CAP VALUE PROFUND ProFunds 8317.5K $0.33 %0.00 %as of Jul 31, 2026 ↗
iShares Enhanced Large Cap Core Active ETF BlackRock ETF Trust 7215.2K $0.11 %0.00 %as of Jul 31, 2026 ↗
Lazard Retirement Global Dynamic Multi-Asset Portfolio LAZARD RETIREMENT SERIES INC 6714K $0.07 %0.00 %as of Jun 30, 2026 ↗
Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS 6613.9K $0.39 %0.00 %as of Jul 31, 2026 ↗
Global X S&P 500 U.S. Revenue Leaders ETF GLOBAL X FUNDS 6112.8K $0.59 %0.00 %as of Jul 31, 2026 ↗
CORE16 Best of Breed Premier Index ETF EXCHANGE TRADED CONCEPTS TRUST 4910.3K $1.76 %0.00 %as of Jul 31, 2026 ↗
Pacer PE/VC ETF Pacer Funds Trust 469.7K $0.40 %0.00 %as of Jul 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