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 | |
|---|---|---|---|---|---|
| JPMorgan Hedged Equity Fund JPMorgan Trust I | 499,645 | 104.4M $ | 0.56 % | 0.03 % | as of Jun 30, 2026 ↗ |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 488,511 | 102.1M $ | 0.26 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Hamlin High Dividend Equity Fund ADVISORS' INNER CIRCLE FUND | 485,574 | 101.5M $ | 5.60 % | 0.03 % | as of Jun 30, 2026 ↗ |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 484,372 | 101.3M $ | 0.34 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Columbia Balanced Fund COLUMBIA FUNDS SERIES TRUST I | 464,058 | 96.5M $ | 0.92 % | 0.03 % | as of May 31, 2026 ↗ |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 459,627 | 96.1M $ | 0.38 % | 0.03 % | as of Jun 30, 2026 ↗ |
| THE HARTFORD DIVIDEND AND GROWTH FUND HARTFORD MUTUAL FUNDS, INC | 453,234 | 95.4M $ | 0.51 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Nuveen Core Equity Fund TIAA-CREF Funds | 453,088 | 95.3M $ | 1.39 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Columbia Select Large Cap Value Fund Columbia Funds Series Trust II | 446,648 | 92.9M $ | 3.08 % | 0.03 % | as of May 31, 2026 ↗ |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 442,837 | 93.2M $ | 0.64 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 442,048 | 91.9M $ | 0.04 % | 0.03 % | as of May 31, 2026 ↗ |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 441,795 | 92.4M $ | 1.50 % | 0.03 % | as of Jun 30, 2026 ↗ |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 437,400 | 91.4M $ | 0.49 % | 0.03 % | as of Jun 30, 2026 ↗ |
| iShares ESG Aware MSCI USA ETF iShares Trust | 429,194 | 89.3M $ | 0.51 % | 0.03 % | as of May 31, 2026 ↗ |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 428,040 | 89.5M $ | 0.14 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 424,208 | 88.7M $ | 0.25 % | 0.03 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 417,121 | 87.2M $ | 0.47 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Invesco Diversified Dividend Fund AIM Equity Funds (Invesco Equity Funds) | 415,696 | 87.5M $ | 0.83 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Gateway Fund Gateway Trust | 414,283 | 86.6M $ | 1.19 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 409,223 | 86.1M $ | 0.63 % | 0.03 % | as of Jul 31, 2026 ↗ |
| iShares Core S&P U.S. Value ETF iShares Trust | 401,780 | 84M $ | 0.32 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Janus Henderson VIT Balanced Portfolio Janus Aspen Series | 390,545 | 81.6M $ | 0.89 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Columbia Intrinsic Value Fund Columbia Funds Series Trust II | 386,991 | 80.5M $ | 2.33 % | 0.02 % | as of May 31, 2026 ↗ |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 381,731 | 80.3M $ | 0.36 % | 0.02 % | as of Jul 31, 2026 ↗ |
| iShares MSCI ACWI ETF iShares Trust | 378,748 | 79.7M $ | 0.25 % | 0.02 % | as of Jul 31, 2026 ↗ |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 378,378 | 79.1M $ | 0.39 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 378,357 | 79.6M $ | 0.64 % | 0.02 % | as of Jul 31, 2026 ↗ |
| American Funds Global Balanced Fund American Funds Global Balanced Fund | 375,609 | 79M $ | 0.24 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Fidelity Advisor New Insights Fund Fidelity Contrafund | 374,623 | 78.3M $ | 0.28 % | 0.02 % | as of Jun 30, 2026 ↗ |
| VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS | 372,902 | 78M $ | 0.24 % | 0.02 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust | 371,015 | 78.1M $ | 0.20 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Dimensional US Large Cap Value ETF Dimensional ETF Trust | 364,989 | 76.8M $ | 1.13 % | 0.02 % | as of Jul 31, 2026 ↗ |
| iShares U.S. Financial Services ETF iShares Trust | 359,984 | 75.7M $ | 3.49 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 358,695 | 75.5M $ | 0.36 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Stock Index Fund Northern Funds | 356,526 | 74.5M $ | 0.38 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 350,498 | 73.8M $ | 0.39 % | 0.02 % | as of Jul 31, 2026 ↗ |
| JPMorgan Value Advantage Fund JPMorgan Trust I | 345,720 | 72.3M $ | 0.84 % | 0.02 % | as of Jun 30, 2026 ↗ |
| JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | 343,274 | 71.8M $ | 1.07 % | 0.02 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage Large Cap Core Fund BlackRock Large Cap Series Funds, Inc. | 343,136 | 71.4M $ | 1.83 % | 0.02 % | as of May 29, 2026 ↗ |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 342,521 | 72.1M $ | 0.39 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 341,898 | 71.1M $ | 1.26 % | 0.02 % | as of May 31, 2026 ↗ |
| Nomura Core Equity Fund IVY FUNDS | 341,445 | 71.4M $ | 1.87 % | 0.02 % | as of Jun 30, 2026 ↗ |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 340,732 | 71.2M $ | 0.39 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Columbia Variable Portfolio - Select Large Cap Value Fund Columbia Funds Variable Series Trust II | 335,255 | 70.1M $ | 2.84 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 331,072 | 68.9M $ | 0.76 % | 0.02 % | as of May 31, 2026 ↗ |
| THRIVENT LARGE CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. | 330,085 | 69M $ | 1.84 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 328,231 | 68.6M $ | 0.56 % | 0.02 % | as of Jun 30, 2026 ↗ |
| THRIVENT LARGE CAP VALUE FUND Thrivent Mutual Funds | 325,168 | 68.4M $ | 1.84 % | 0.02 % | as of Jul 31, 2026 ↗ |
| MFS Research Fund MFS Series Trust V | 315,818 | 66M $ | 0.84 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Invesco S&P 500 Top 50 ETF Invesco Exchange-Traded Fund Trust | 314,048 | 66.1M $ | 0.63 % | 0.02 % | as of Jul 31, 2026 ↗ |
| JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I | 312,195 | 65.3M $ | 0.55 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 311,227 | 65.5M $ | 2.76 % | 0.02 % | as of Jul 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 300,676 | 62.9M $ | 0.32 % | 0.02 % | as of Jun 30, 2026 ↗ |
| JNL/Newton Equity Income Fund JNL Series Trust | 295,575 | 61.8M $ | 1.39 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Growth Discovery Fund Fidelity Hastings Street Trust | 295,510 | 61.8M $ | 0.91 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 293,132 | 61.7M $ | 0.40 % | 0.02 % | as of Jul 31, 2026 ↗ |
| JPMorgan Equity Focus ETF J.P. Morgan Exchange-Traded Fund Trust | 291,795 | 61M $ | 3.08 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 291,581 | 60.6M $ | 0.46 % | 0.02 % | as of May 31, 2026 ↗ |
| Victory 500 Index Fund Victory Portfolios III | 280,636 | 59.1M $ | 0.39 % | 0.02 % | as of Jul 31, 2026 ↗ |
| MFS Value Portfolio Brighthouse Funds Trust II | 278,716 | 58.3M $ | 2.25 % | 0.02 % | as of Jun 30, 2026 ↗ |
| JNL/T. Rowe Price Value Fund JNL Series Trust | 278,465 | 58.2M $ | 1.33 % | 0.02 % | as of Jun 30, 2026 ↗ |
| JPMorgan Global Select Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 270,796 | 57M $ | 0.86 % | 0.02 % | as of Jul 31, 2026 ↗ |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 268,536 | 56.1M $ | 0.39 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Nuveen Large Cap Responsible Equity Fund TIAA-CREF Funds | 267,688 | 56.3M $ | 0.96 % | 0.02 % | as of Jul 31, 2026 ↗ |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 266,714 | 56.1M $ | 0.39 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 263,979 | 55.5M $ | 0.42 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Invesco Large Cap Value ETF Invesco Exchange-Traded Fund Trust | 263,325 | 55.4M $ | 3.21 % | 0.02 % | as of Jul 31, 2026 ↗ |
| iShares Global 100 ETF iShares Trust | 257,324 | 53.8M $ | 0.63 % | 0.02 % | as of Jun 30, 2026 ↗ |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 256,558 | 53.4M $ | 0.40 % | 0.02 % | as of May 31, 2026 ↗ |
| JPMorgan Equity Index Fund JPMorgan Trust II | 254,709 | 53.2M $ | 0.39 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Advisor Diversified Stock Fund Fidelity Destiny Portfolios | 253,900 | 53.1M $ | 1.24 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 253,637 | 52.8M $ | 0.34 % | 0.02 % | as of May 31, 2026 ↗ |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 253,613 | 53M $ | 2.82 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 252,704 | 53.2M $ | 0.39 % | 0.02 % | as of Jul 31, 2026 ↗ |
| LVIP State Street S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 248,188 | 51.9M $ | 0.39 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Handelsbanken Global Index Criteria Handelsbanken Fonder AB | 247,562 | 388.1M SEK | 0.26 % | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares ESG Optimized MSCI USA ETF iShares Trust | 247,115 | 52M $ | 1.29 % | 0.02 % | as of Jul 31, 2026 ↗ |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 247,063 | 52M $ | 0.39 % | 0.02 % | as of Jul 31, 2026 ↗ |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 245,286 | 51.3M $ | 0.39 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Neuberger Long Short Fund NEUBERGER BERMAN ALTERNATIVE FUNDS | 244,901 | 51.5M $ | 0.70 % | 0.02 % | as of Jul 31, 2026 ↗ |
| 500 Index Trust John Hancock Variable Insurance Trust | 244,708 | 51.2M $ | 0.38 % | 0.02 % | as of Jun 30, 2026 ↗ |
| LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 242,918 | 50.8M $ | 2.23 % | 0.02 % | as of Jun 30, 2026 ↗ |
| VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND | 240,158 | 50M $ | 0.46 % | 0.02 % | as of May 31, 2026 ↗ |
| Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB | 238,491 | 373.9M SEK | 0.30 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 237,777 | 50M $ | 0.27 % | 0.01 % | as of Jul 31, 2026 ↗ |
| MFS Core Equity Fund MFS SERIES TRUST I | 237,281 | 49.4M $ | 0.76 % | 0.01 % | as of May 31, 2026 ↗ |
| Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust | 236,205 | 49.7M $ | 2.12 % | 0.01 % | as of Jul 31, 2026 ↗ |
| VANGUARD U.S. GROWTH FUND VANGUARD WORLD FUND | 234,692 | 48.8M $ | 0.10 % | 0.01 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 232,619 | 48.6M $ | 0.36 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Opportunistic Insights Fund Fidelity Contrafund | 228,199 | 47.7M $ | 0.31 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust | 226,138 | 47.6M $ | 0.74 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 225,435 | 47.1M $ | 1.04 % | 0.01 % | as of Jun 30, 2026 ↗ |
| MFS Value Series MFS VARIABLE INSURANCE TRUST | 220,318 | 46.1M $ | 2.24 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES | 219,557 | 45.9M $ | 0.16 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Nuveen ESG Large-Cap Value ETF NuShares ETF Trust | 213,227 | 44.9M $ | 2.04 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Capital Group Dividend Growers ETF Capital Group Dividend Growers ETF | 208,368 | 43.3M $ | 0.86 % | 0.01 % | as of May 31, 2026 ↗ |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 205,842 | 42.8M $ | 0.37 % | 0.01 % | as of May 31, 2026 ↗ |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 205,680 | 43.3M $ | 0.44 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Invesco Summit Fund AIM Equity Funds (Invesco Equity Funds) | 205,200 | 43.2M $ | 1.29 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Franklin Rising Dividends VIP Fund Franklin Templeton Variable Insurance Products Trust | 203,541 | 42.5M $ | 2.62 % | 0.01 % | as of Jun 30, 2026 ↗ |
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