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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VanEck Financials TruSector ETF VanEck ETF Trust | 35 | 7.3K $ | 1.30 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Industry Rotation Active ETF BlackRock ETF Trust | 33 | 6.9K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| FIIG STOCK FUND FOR RETIREMENT Unified Series Trust | 32 | 6.7K $ | 1.64 % | 0.00 % | as of May 31, 2026 ↗ |
| Pacer MSCI World Industry Advantage ETF Pacer Funds Trust | 31 | 6.5K $ | 0.59 % | 0.00 % | as of Jul 31, 2026 ↗ |
| AQR LSE Fusion Fund AQR Funds | 30 | 6.3K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| FIIG ESG STOCK PLAN FOR RETIREMENT Unified Series Trust | 30 | 6.2K $ | 1.53 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares S&P 500 Dynamic Buffer ETF ProShares Trust | 26 | 5.4K $ | 0.30 % | 0.00 % | as of May 31, 2026 ↗ |
| LG QRAFT AI-Powered U.S. Large Cap Core ETF Exchange Listed Funds Trust | 22 | 4.6K $ | 0.21 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF Cyber Hornet Trust | 21 | 4.4K $ | 0.29 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 9 | 1.9K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF Cyber Hornet Trust | 7 | 1.5K $ | 0.30 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF Cyber Hornet Trust | 7 | 1.5K $ | 0.30 % | 0.00 % | as of Jun 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 ↗ | ||
| 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 ↗ |
Funds that publish their own holdings
| Fund | Weight 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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 1,148 | +49 | 339,545,557 | +0.1 % |
| 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 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP, INC. | 24.12 % | 380,511,118 | as 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.
Cite this page
Titelia. "Fund shareholders of Morgan Stanley". https://titelia.com/en/stocks/morgan-stanley-US6174464486