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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Innovator Equity Managed 10 Buffer ETF Innovator ETFs Trust | 525 | 100.1K $ | 0.37 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fundamental Equity Income Fund John Hancock Investment Trust | 512 | 84.3K $ | 1.29 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Large Cap Growth Portfolio I Multi-Select Securities Fund for Puerto Rico Residents | 509 | 83.8K $ | 0.98 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Gabelli SRI Fund, Inc. Gabelli SRI Fund, Inc. | 505 | 83.1K $ | 0.40 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust | 500 | 82.3K $ | 0.37 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Parametric Equity Plus ETF Morgan Stanley ETF Trust | 493 | 81.1K $ | 0.34 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 High Dividend Growers ETF Invesco Exchange-Traded Fund Trust II | 483 | 80.4K $ | 0.78 % | 0.00 % | as of Feb 28, 2026 ↗ |
| JPMorgan Flexible Income ETF J.P. Morgan Exchange-Traded Fund Trust | 473 | 90.1K $ | 0.20 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Large Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents | 446 | 73.4K $ | 1.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nova Fund Rydex Variable Trust | 436 | 71.8K $ | 0.22 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Nasdaq Premium Income Active ETF BlackRock ETF Trust | 433 | 71.3K $ | 0.57 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra S&P 500 Equal Weight ProShares Trust | 422 | 70.3K $ | 0.13 % | 0.00 % | as of Feb 28, 2026 ↗ |
| LARGE-CAP GROWTH PROFUND ProFunds | 414 | 78.9K $ | 0.42 % | 0.00 % | as of Apr 30, 2026 ↗ |
| WisdomTree 500 Digital Fund WisdomTree Digital Trust | 408 | 67.1K $ | 0.43 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Janus Henderson US Equity Enhanced Income ETF Janus Detroit Street Trust | 389 | 74.1K $ | 1.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 389 | 64K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust | 381 | 62.7K $ | 0.23 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Franklin U.S. Dividend Booster Index ETF Franklin Templeton ETF Trust | 378 | 62.2K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| 1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds | 362 | 69K $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Xtrackers Russell US Multifactor ETF DBX ETF Trust | 346 | 57.6K $ | 0.03 % | 0.00 % | as of Feb 27, 2026 ↗ |
| Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | 342 | 56.3K $ | 0.58 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morningstar Multisector Bond Fund Morningstar Funds Trust | 335 | 63.8K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| UBS GLOBAL ALLOCATION FUND UBS FUNDS | 334 | 55K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRABULL ProFunds | 298 | 49K $ | 0.27 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP LARGE CAP VALUE ProFunds | 298 | 49K $ | 0.30 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NPF Core Equity ETF Elevation Series Trust | 279 | 53.2K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Storebrand Global Developed Markets Storebrand Asset Management AS | 276 | 432.7K SEK | 0.42 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 260 | 42.8K $ | 0.34 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp | 242 | 39.8K $ | 0.40 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Arrow DWA Tactical: Balanced Fund Arrow Investments Trust | 233 | 44.4K $ | 0.16 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Invesco Diversified Dividend Opportunities ETF Invesco Actively Managed Exchange-Traded Fund Trust | 226 | 43.1K $ | 1.65 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Large Cap Core Fund Northern Funds | 216 | 35.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Sector Rotation Fund Meeder Funds | 188 | 30.9K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Skandia Försiktig Skandia Fonder AB | 183 | 286.9K SEK | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PACE Alternative Strategies Investments PACE SELECT ADVISORS TRUST | 166 | 31.6K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global Multi-Strategy Fund Principal Funds, Inc | 156 | 26K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Gotham Index Plus Fund FundVantage Trust | 155 | 25.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VistaShares Target 15 S&P 100 Distribution ETF Tidal Trust III | 143 | 23.8K $ | 0.45 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust | 139 | 26.5K $ | 0.19 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Vox Populi ETF Advisors Series Trust | 126 | 24K $ | 0.43 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Goldman Sachs Multi-Asset Insights Portfolio SUNAMERICA SERIES TRUST | 114 | 21.7K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust | 109 | 17.9K $ | 0.27 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Christian Values ETF GLOBAL X FUNDS | 103 | 19.6K $ | 0.38 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LARGE-CAP VALUE PROFUND ProFunds | 94 | 17.9K $ | 0.32 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X U.S. 500 ETF GLOBAL X FUNDS | 85 | 14.2K $ | 0.34 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust | 79 | 13.2K $ | 0.20 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS | 68 | 13K $ | 0.36 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Lazard Retirement Global Dynamic Multi-Asset Portfolio LAZARD RETIREMENT SERIES INC | 67 | 11K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS | 64 | 12.2K $ | 0.38 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X S&P 500 U.S. Revenue Leaders ETF GLOBAL X FUNDS | 63 | 12K $ | 0.59 % | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares Enhanced Large Cap Core Active ETF BlackRock ETF Trust | 51 | 9.7K $ | 0.11 % | 0.00 % | as of Apr 30, 2026 ↗ |
| WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust | 43 | 7.1K $ | 0.37 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Pacer PE/VC ETF Pacer Funds Trust | 39 | 7.4K $ | 0.32 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Pacer MSCI World Industry Advantage ETF Pacer Funds Trust | 31 | 5.9K $ | 0.55 % | 0.00 % | as of Apr 30, 2026 ↗ |
| FIIG STOCK FUND FOR RETIREMENT Unified Series Trust | 29 | 4.8K $ | 1.24 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares S&P 500 Dynamic Buffer ETF ProShares Trust | 29 | 4.8K $ | 0.28 % | 0.00 % | as of Feb 28, 2026 ↗ |
| FIIG ESG STOCK PLAN FOR RETIREMENT Unified Series Trust | 26 | 4.3K $ | 1.12 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 13 | 2.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LG QRAFT AI-Powered U.S. Large Cap Core ETF Exchange Listed Funds Trust | 12 | 2.3K $ | 0.11 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF Cyber Hornet Trust | 8 | 1.3K $ | 0.28 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF Cyber Hornet Trust | 8 | 1.3K $ | 0.29 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF Cyber Hornet Trust | 8 | 1.3K $ | 0.28 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Industry Rotation Active ETF BlackRock ETF Trust | 2 | 381.2 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| CAIXABANK MASTER RENTA VARIABLE USA ADVISED BY, FI CAIXABANK ASSET MANAGEMENT SGIIC, S.A. | 106.4M € | 1.38 % | as of Dec 31, 2025 ↗ | ||
| MI CARTERA RV USA ADVISED BY, FI SANTANDER ASSET MANAGEMENT, S.A., SGIIC | 27.1M € | 1.44 % | as of Dec 31, 2025 ↗ | ||
| GESPRISA INVERSIONES, SICAV, S.A. SANTANDER ASSET MANAGEMENT, S.A., SGIIC | 19.5M € | 1.27 % | as of Dec 31, 2025 ↗ | ||
| SANTANDER ACCIONES USA, FI SANTANDER ASSET MANAGEMENT, S.A., SGIIC | 6.9M € | 1.36 % | as of Dec 31, 2025 ↗ | ||
| BINDEX USA INDICE, FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 4.3M € | 0.35 % | as of Dec 31, 2025 ↗ | ||
| IBERCAJA BOLSA INTERNACIONAL, FI IBERCAJA GESTION, SGIIC, S.A. | 3.9M € | 0.75 % | as of Dec 31, 2025 ↗ | ||
| ING DIRECT FONDO NARANJA STANDARD & POOR´S 500, FI AMUNDI IBERIA, SGIIC, S.A. | 3.8M € | 0.36 % | as of Dec 31, 2025 ↗ | ||
| BANKINTER PREMIUM MODERADO, FI BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 3.6M € | 0.16 % | as of Dec 31, 2025 ↗ | ||
| GCO INTERNACIONAL, FI GRUPO CATALANA OCCIDENTE GESTION DE ACTIVOS, S.A., SGIIC | 3.3M € | 1.06 % | as of Dec 31, 2025 ↗ | ||
| IBERCAJA GLOBAL BRANDS, FI IBERCAJA GESTION, SGIIC, S.A. | 3M € | 0.56 % | as of Dec 31, 2025 ↗ | ||
| IBERCAJA DIVIDENDO GLOBAL, FI IBERCAJA GESTION, SGIIC, S.A. | 2.6M € | 0.63 % | as of Dec 31, 2025 ↗ | ||
| DUNAS SELECCIÓN USA ESG CUBIERTO FI DUNAS CAPITAL ASSET MANAGEMENT S.G.I.I.C., S.A. | 2.3M € | 0.66 % | as of Dec 31, 2025 ↗ | ||
| IBERCAJA BOLSA USA, FI IBERCAJA GESTION, SGIIC, S.A. | 2.2M € | 0.58 % | as of Dec 31, 2025 ↗ | ||
| SANTANDER SOSTENIBLE ACCIONES, FI SANTANDER ASSET MANAGEMENT, S.A., SGIIC | 2.1M € | 1.36 % | as of Dec 31, 2025 ↗ | ||
| BANKINTER PREMIUM DINAMICO, FI BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 1.9M € | 0.24 % | as of Dec 31, 2025 ↗ | ||
| MERCHFONDO, FI ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 1.6M € | 0.93 % | as of Dec 31, 2025 ↗ | ||
| SANTANDER SOSTENIBLE CRECIMIENTO, FI SANTANDER ASSET MANAGEMENT, S.A., SGIIC | 1.6M € | 0.25 % | as of Dec 31, 2025 ↗ | ||
| BANKINTER PREMIUM CONSERVADOR, FI BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 1.6M € | 0.08 % | as of Dec 31, 2025 ↗ | ||
| BANKINTER PREMIUM AGRESIVO, FI BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 1.5M € | 0.35 % | as of Dec 31, 2025 ↗ | ||
| GCO BOLSA USA, FI GRUPO CATALANA OCCIDENTE GESTION DE ACTIVOS, S.A., SGIIC | 1.5M € | 1.63 % | as of Dec 31, 2025 ↗ | ||
| SANTANDER SOSTENIBLE EVOLUCION, FI SANTANDER ASSET MANAGEMENT, S.A., SGIIC | 1.4M € | 0.53 % | as of Dec 31, 2025 ↗ | ||
| CAIXABANK GESTIÓN TENDENCIAS, FI CAIXABANK ASSET MANAGEMENT SGIIC, S.A. | 1.1M € | 0.65 % | as of Dec 31, 2025 ↗ | ||
| BBVA BOLSA INDICE USA (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 915K € | 0.35 % | as of Dec 31, 2025 ↗ | ||
| GCO MIXTO, FI GRUPO CATALANA OCCIDENTE GESTION DE ACTIVOS, S.A., SGIIC | 869.1K € | 0.45 % | as of Dec 31, 2025 ↗ | ||
| MORINVEST, SICAV, S.A. BBVA ASSET MANAGEMENT, S.A., SGIIC | 867K € | 0.13 % | as of Dec 31, 2025 ↗ | ||
| GCO GLOBAL 50, FI GRUPO CATALANA OCCIDENTE GESTION DE ACTIVOS, S.A., SGIIC | 832.8K € | 0.57 % | as of Dec 31, 2025 ↗ | ||
| TIBEST DOS SICAV S.A BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 664K € | 1.08 % | as of Dec 31, 2025 ↗ | ||
| IBERCAJA FINANCIERO, FI IBERCAJA GESTION, SGIIC, S.A. | 649.9K € | 2.90 % | as of Dec 31, 2025 ↗ | ||
| BANKINTER FINANZAS GLOBALES, FI BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 475.9K € | 3.56 % | as of Dec 31, 2025 ↗ | ||
| BINDEX USA SCREENED ÍNDICE (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 428K € | 0.52 % | as of Dec 31, 2025 ↗ | ||
| SOLVENTIS EOS, SICAV, S.A. SOLVENTIS S.G.I.I.C., S.A. | 403.6K € | 1.87 % | as of Dec 31, 2025 ↗ | ||
| FINECO INVESTMENT OFFICE, FI FINECO INVESTMENT OFFICE/SCHRODERS G.I.I.C. FINECO, S.A., S.G.I.I.C. | 318.9K € | 0.30 % | as of Dec 31, 2025 ↗ | ||
| TESTARROSA 1985, SICAV S.A. MARCH ASSET MANAGEMENT, S.G.I.I.C., S.A.U. | 317.8K € | 3.43 % | as of Dec 31, 2025 ↗ | ||
| AF DOBRA, SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 304.3K € | 0.78 % | as of Dec 31, 2025 ↗ | ||
| INVERSABADELL 25, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. | 299.9K € | 0.04 % | as of Dec 31, 2025 ↗ | ||
| SOLVENTIS EOS RV INTERNACIONAL, FI SOLVENTIS S.G.I.I.C., S.A. | 264.7K € | 1.70 % | as of Dec 31, 2025 ↗ | ||
| AMOLAP INVERSIONES, SICAV, S.A. SANTANDER ASSET MANAGEMENT, S.A., SGIIC | 257K € | 0.63 % | as of Dec 31, 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 | 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 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 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP, INC. | 23.95 % | 380,307,520 | as of Apr 13, 2026 · SCHEDULE 13D |
| Vanguard Capital Management | 5.65 % | 89,855,360 | as 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.
Cite this page
Titelia. "Fund shareholders of Morgan Stanley". https://titelia.com/en/stocks/morgan-stanley-US6174464486