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 | |
|---|---|---|---|---|---|
| SOLVENTIS ZEUS PATRIMONIO GLOBAL, FI SOLVENTIS S.G.I.I.C., S.A. | 250K € | 1.52 % | as of Dec 31, 2025 ↗ | ||
| INVERCLASSIC INVESTMENT, SICAV SA GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 241.8K € | 0.61 % | as of Dec 31, 2025 ↗ | ||
| INVERSABADELL 50, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. | 230K € | 0.09 % | as of Dec 31, 2025 ↗ | ||
| EPSILON WEALTH MANAGEMENT, SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 216.5K € | 0.76 % | as of Dec 31, 2025 ↗ | ||
| BANKINTER PREMIUM DEFENSIVO, FI BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 214.1K € | 0.03 % | as of Dec 31, 2025 ↗ | ||
| AF CRECIMIENTO I, SICAV S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 204.3K € | 0.48 % | as of Dec 31, 2025 ↗ | ||
| FEGON INVERSIONES, SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 166.6K € | 0.94 % | as of Dec 31, 2025 ↗ | ||
| 1955 INVERSIONES, SICAV S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 140.5K € | 0.96 % | as of Dec 31, 2025 ↗ | ||
| EL CAPITAN INVERSIONES SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 136K € | 0.55 % | as of Dec 31, 2025 ↗ | ||
| BANKINTER MULTI-ASSET INVESTMENT, FI BANKINTER MULTI-ASSET INVESTMENT/US INVESTMENT BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 128.1K € | 1.37 % | as of Dec 31, 2025 ↗ | ||
| MARKET PORTFOLIO EQUITY, F.I. MARKET PORTFOLIO ASSET MANAGEMENT, S.G.I.I.C., S.A. | 121.8K € | 0.22 % | as of Dec 31, 2025 ↗ | ||
| DITRIMA INVERSIONES, SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 120.9K € | 2.05 % | as of Dec 31, 2025 ↗ | ||
| ITH BOLSA SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 112.7K € | 0.50 % | as of Dec 31, 2025 ↗ | ||
| INVERPAMOBE, S.I.C.A.V., S.A. SANTANDER ASSET MANAGEMENT, S.A., SGIIC | 108.8K € | 0.90 % | as of Dec 31, 2025 ↗ | ||
| MUS INVERSIONES FINANCIERAS, SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 102K € | 0.64 % | as of Dec 31, 2025 ↗ | ||
| FONDIBAS, FI ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 98.2K € | 0.40 % | as of Dec 31, 2025 ↗ | ||
| LUGRA DE INVERSIONES, SICAV S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 94.6K € | 0.36 % | as of Dec 31, 2025 ↗ | ||
| EVALEXANA, SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 94.4K € | 0.30 % | as of Dec 31, 2025 ↗ | ||
| INVERSABADELL 70, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. | 86.6K € | 0.13 % | as of Dec 31, 2025 ↗ | ||
| SABADELL PLANIFICACION, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. | 85.4K € | 0.04 % | as of Dec 31, 2025 ↗ | ||
| VASANVA, S.A., SICAV BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 83.4K € | 0.62 % | as of Dec 31, 2025 ↗ | ||
| VEGA DE LO CONCA CARTERA DE INVERSION, SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 72.4K € | 0.60 % | as of Dec 31, 2025 ↗ | ||
| VILLCAD BOLSA, SICAV S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 68.3K € | 0.68 % | as of Dec 31, 2025 ↗ | ||
| FENDER CAPITAL SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 67.5K € | 0.33 % | as of Dec 31, 2025 ↗ | ||
| CHANTEIRO INVERSIONES, SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 66.5K € | 0.40 % | as of Dec 31, 2025 ↗ | ||
| INVERSIONES TAMBORE SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 65.3K € | 0.74 % | as of Dec 31, 2025 ↗ | ||
| RITA INVESTMENTS SICAV S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 59.2K € | 0.42 % | as of Dec 31, 2025 ↗ | ||
| GESTION BOUTIQUE VII, FI GESTION BOUTIQUE VII / INTERNATIONAL ALPHA ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 52.9K € | 2.14 % | as of Dec 31, 2025 ↗ | ||
| AMARVI DE INVERSIONES, SICAV S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 52K € | 0.52 % | as of Dec 31, 2025 ↗ | ||
| MARLAND CAPITAL SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 51.1K € | 0.51 % | as of Dec 31, 2025 ↗ | ||
| INGERCOVER, S.A. SICAV BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 48.8K € | 0.29 % | as of Dec 31, 2025 ↗ | ||
| CAUCE INVERSIONES MOBILIARIAS SICAV S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 46.1K € | 0.86 % | as of Dec 31, 2025 ↗ | ||
| PRIOR CAPITAL, SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 44.1K € | 0.63 % | as of Dec 31, 2025 ↗ | ||
| ACUARIO 98, S.A., SICAV BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 44K € | 0.48 % | as of Dec 31, 2025 ↗ | ||
| ATL CAPITAL CARTERA DINAMICA, FI ATL 12 CAPITAL GESTION S.G.I.I.C, S.A. | 31K € | 0.08 % | as of Dec 31, 2025 ↗ | ||
| COMPAÑIA DE TRANVIAS DE GIJON, SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 29.6K € | 0.57 % | as of Dec 31, 2025 ↗ | ||
| HIRUANDER SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 14.7K € | 0.27 % | as of Dec 31, 2025 ↗ | ||
| IBERCAJA COMPROMISO SOLIDARIO, FI IBERCAJA GESTION, SGIIC, S.A. | 9.1K € | 0.39 % | as of Dec 31, 2025 ↗ | ||
| SUNISLAND CAPITAL FINANCIERA SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 6.2K € | 0.12 % | 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