Titelia

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.

FundSharesValueWeight in fundShare of capital
VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 530,61888.4M $0.40 %0.03 %as of Feb 28, 2026 ↗
JPMorgan Hedged Equity Fund JPMorgan Trust I 503,67082.9M $0.41 %0.03 %as of Mar 31, 2026 ↗
VIP Contrafund Portfolio Variable Insurance Products Fund II 496,78781.8M $0.31 %0.03 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 495,77581.6M $0.24 %0.03 %as of Mar 31, 2026 ↗
Hamlin High Dividend Equity Fund ADVISORS' INNER CIRCLE FUND 493,76681.3M $4.97 %0.03 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 483,22280.5M $0.76 %0.03 %as of Feb 28, 2026 ↗
THE HARTFORD DIVIDEND AND GROWTH FUND HARTFORD MUTUAL FUNDS, INC 480,03491.5M $0.50 %0.03 %as of Apr 30, 2026 ↗
Columbia Select Large Cap Value Fund Columbia Funds Series Trust II 478,67879.7M $2.53 %0.03 %as of Feb 28, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 473,36690.2M $0.63 %0.03 %as of Apr 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 461,44987.9M $0.66 %0.03 %as of Apr 30, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 442,82772.9M $0.35 %0.03 %as of Mar 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 437,75383.4M $0.66 %0.03 %as of Apr 30, 2026 ↗
Janus Henderson Balanced Portfolio JANUS ASPEN SERIES 436,76271.9M $0.83 %0.03 %as of Mar 31, 2026 ↗
WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust 435,97071.7M $1.27 %0.03 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA ETF iShares Trust 435,68072.5M $0.46 %0.03 %as of Feb 28, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 434,81471.6M $0.23 %0.03 %as of Mar 31, 2026 ↗
VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS 428,04070.4M $0.11 %0.03 %as of Mar 31, 2026 ↗
Gateway Fund Gateway Trust 414,28368.2M $0.98 %0.03 %as of Mar 31, 2026 ↗
Nuveen Large Cap Responsible Equity Fund TIAA-CREF Funds 411,42878.4M $1.22 %0.03 %as of Apr 30, 2026 ↗
MFS Research Fund MFS Series Trust V 410,14767.5M $0.92 %0.03 %as of Mar 31, 2026 ↗
JNL/Newton Equity Income Fund JNL Series Trust 401,84966.1M $1.66 %0.03 %as of Mar 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 394,57064.9M $0.27 %0.02 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 394,02475.1M $0.66 %0.02 %as of Apr 30, 2026 ↗
JPMorgan Global Select Equity ETF J.P. Morgan Exchange-Traded Fund Trust 391,59774.6M $1.05 %0.02 %as of Apr 30, 2026 ↗
Columbia Balanced Fund COLUMBIA FUNDS SERIES TRUST I 386,14364.3M $0.64 %0.02 %as of Feb 28, 2026 ↗
Columbia Research Enhanced Core ETF Columbia ETF Trust I 386,05473.6M $1.36 %0.02 %as of Apr 30, 2026 ↗
T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. 384,68363.3M $0.40 %0.02 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 384,04373.2M $0.34 %0.02 %as of Apr 30, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 379,69762.5M $0.35 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Value Advantage Fund JPMorgan Trust I 377,06362.1M $0.77 %0.02 %as of Mar 31, 2026 ↗
VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS 372,90261.4M $0.25 %0.02 %as of Mar 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 371,68770.8M $0.23 %0.02 %as of Apr 30, 2026 ↗
Columbia Variable Portfolio - Select Large Cap Value Fund Columbia Funds Variable Series Trust II 364,39260M $2.64 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Large Cap Value ETF Dimensional ETF Trust 362,35069.1M $1.17 %0.02 %as of Apr 30, 2026 ↗
Fidelity Advisor New Insights Fund Fidelity Contrafund 361,32359.5M $0.25 %0.02 %as of Mar 31, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 359,43868.5M $3.40 %0.02 %as of Apr 30, 2026 ↗
BlackRock Advantage Large Cap Core Fund BlackRock Large Cap Series Funds, Inc. 355,66259.2M $1.67 %0.02 %as of Feb 27, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 355,34867.7M $0.34 %0.02 %as of Apr 30, 2026 ↗
Stock Index Fund Northern Funds 354,78658.4M $0.35 %0.02 %as of Mar 31, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 342,47256.4M $0.35 %0.02 %as of Mar 31, 2026 ↗
MFS Value Portfolio Brighthouse Funds Trust II 341,84056.3M $2.23 %0.02 %as of Mar 31, 2026 ↗
Fidelity Blue Chip Growth Fund Fidelity Securities Fund 340,43564.9M $0.07 %0.02 %as of Apr 30, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 333,96463.7M $0.36 %0.02 %as of Apr 30, 2026 ↗
NYLI Winslow Large Cap Growth Fund NEW YORK LIFE INVESTMENTS FUNDS 330,30063M $0.51 %0.02 %as of Apr 30, 2026 ↗
THRIVENT LARGE CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. 330,08554.3M $1.59 %0.02 %as of Mar 31, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 328,12154.6M $0.98 %0.02 %as of Feb 28, 2026 ↗
Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust 325,62253.6M $0.84 %0.02 %as of Mar 31, 2026 ↗
THRIVENT LARGE CAP VALUE FUND Thrivent Mutual Funds 325,16862M $1.75 %0.02 %as of Apr 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 311,36459.3M $2.68 %0.02 %as of Apr 30, 2026 ↗
JPMorgan Equity Focus ETF J.P. Morgan Exchange-Traded Fund Trust 311,23451.2M $2.99 %0.02 %as of Mar 31, 2026 ↗
Fidelity Growth Discovery Fund Fidelity Hastings Street Trust 308,21050.7M $0.89 %0.02 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 307,79150.7M $0.30 %0.02 %as of Mar 31, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 304,63858.1M $0.37 %0.02 %as of Apr 30, 2026 ↗
Nomura Core Equity Fund IVY FUNDS 303,91450M $1.48 %0.02 %as of Mar 31, 2026 ↗
VANGUARD U.S. GROWTH FUND VANGUARD WORLD FUND 300,70750.1M $0.11 %0.02 %as of Feb 28, 2026 ↗
T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. 297,31348.9M $2.80 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust 295,91748.7M $0.82 %0.02 %as of Mar 31, 2026 ↗
LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 289,62447.7M $2.22 %0.02 %as of Mar 31, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 288,26654.9M $0.37 %0.02 %as of Apr 30, 2026 ↗
Invesco Large Cap Value ETF Invesco Exchange-Traded Fund Trust 279,45153.3M $3.60 %0.02 %as of Apr 30, 2026 ↗
iShares ESG Optimized MSCI USA ETF iShares Trust 277,32652.9M $1.38 %0.02 %as of Apr 30, 2026 ↗
iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust 276,99052.8M $0.64 %0.02 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 274,31445.7M $0.31 %0.02 %as of Feb 28, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 273,83752.2M $0.37 %0.02 %as of Apr 30, 2026 ↗
MFS Core Equity Fund MFS SERIES TRUST I 271,50445.2M $0.71 %0.02 %as of Feb 28, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 269,45344.3M $0.35 %0.02 %as of Mar 31, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 267,80044.1M $0.27 %0.02 %as of Mar 31, 2026 ↗
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 267,79144.6M $0.54 %0.02 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 267,53451M $0.42 %0.02 %as of Apr 30, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 265,83043.7M $0.35 %0.02 %as of Mar 31, 2026 ↗
MFS Value Series MFS VARIABLE INSURANCE TRUST 265,63143.7M $2.22 %0.02 %as of Mar 31, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 263,64750.2M $0.37 %0.02 %as of Apr 30, 2026 ↗
iShares Global 100 ETF iShares Trust 262,08243.1M $0.57 %0.02 %as of Mar 31, 2026 ↗
JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I 259,72242.7M $0.41 %0.02 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 259,17843.2M $0.38 %0.02 %as of Feb 28, 2026 ↗
Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES 258,39942.5M $0.37 %0.02 %as of Mar 31, 2026 ↗
MFS Total Return Fund MFS Series Trust V 258,37742.5M $0.57 %0.02 %as of Mar 31, 2026 ↗
VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND 257,49742.9M $0.41 %0.02 %as of Feb 28, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 255,65542.6M $0.36 %0.02 %as of Feb 28, 2026 ↗
LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 254,28841.8M $0.35 %0.02 %as of Mar 31, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 253,32848.3M $0.37 %0.02 %as of Apr 30, 2026 ↗
Columbia Intrinsic Value Fund Columbia Funds Series Trust II 251,60041.9M $1.45 %0.02 %as of Feb 28, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 249,19941M $0.35 %0.02 %as of Mar 31, 2026 ↗
SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 247,93540.8M $0.98 %0.02 %as of Mar 31, 2026 ↗
Handelsbanken Global Index Criteria Handelsbanken Fonder AB 247,562388.1M SEK0.26 %0.02 %as of Mar 31, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 245,64940.4M $0.35 %0.02 %as of Mar 31, 2026 ↗
Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL 242,19746.2M $0.26 %0.02 %as of Apr 30, 2026 ↗
Principal Capital Appreciation Fund Principal Funds, Inc 240,52845.8M $0.89 %0.02 %as of Apr 30, 2026 ↗
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 238,491373.9M SEK0.30 %0.02 %as of Mar 31, 2026 ↗
Franklin Rising Dividends VIP Fund Franklin Templeton Variable Insurance Products Trust 238,01839.2M $2.61 %0.01 %as of Mar 31, 2026 ↗
AST Balanced Asset Allocation Portfolio Advanced Series Trust 234,79838.6M $0.18 %0.01 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 233,69438.5M $0.33 %0.01 %as of Mar 31, 2026 ↗
Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust 230,17143.9M $2.23 %0.01 %as of Apr 30, 2026 ↗
Fidelity New Millennium Fund Fidelity Mt. Vernon Street Trust 230,10038.3M $0.71 %0.01 %as of Feb 28, 2026 ↗
Calamos Phineus Long/Short Fund CALAMOS INVESTMENT TRUST/IL 223,00042.5M $3.86 %0.01 %as of Apr 30, 2026 ↗
Fidelity Series Opportunistic Insights Fund Fidelity Contrafund 220,79936.3M $0.27 %0.01 %as of Mar 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 219,27441.8M $0.44 %0.01 %as of Apr 30, 2026 ↗
THRIVENT LARGE CAP GROWTH FUND Thrivent Mutual Funds 217,38641.4M $0.95 %0.01 %as of Apr 30, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 215,09235.4M $2.62 %0.01 %as of Mar 31, 2026 ↗
JNL/T. Rowe Price Growth Stock Fund JNL Series Trust 214,80035.3M $0.44 %0.01 %as of Mar 31, 2026 ↗

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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 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.

QuarterShareholdersChangeSharesChange
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 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.

ShareholderDeclared stakeShares
MITSUBISHI UFJ FINANCIAL GROUP, INC. 23.95 %380,307,520as of Apr 13, 2026 · SCHEDULE 13D
Vanguard Capital Management 5.65 %89,855,360as 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.

FundBond linesValue
VANGUARD TOTAL BOND MARKET INDEX FUND521.9B $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND231.8B $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND471.7B $as of Mar 31, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND191.1B $as of Apr 30, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND251B $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND20991.2M $as of Apr 30, 2026
American Balanced Fund22783.8M $as of Mar 31, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF37742.9M $as of Feb 28, 2026
PGIM Total Return Bond Fund20673.7M $as of Apr 30, 2026
iShares Core U.S. Aggregate Bond ETF56621.3M $as of Feb 28, 2026
Bond Fund of America24572.3M $as of Mar 31, 2026
VANGUARD WELLINGTON FUND16559.9M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND21523.4M $as of Mar 31, 2026
VANGUARD INSTITUTIONAL INTERMEDIATE-TERM BOND FUND24453.6M $as of Mar 31, 2026
Fidelity Investment Grade Bond Central Fund11447.8M $as of Mar 31, 2026
VANGUARD SHORT-TERM BOND INDEX FUND24431.8M $as of Mar 31, 2026
VANGUARD WELLESLEY INCOME FUND14421.6M $as of Mar 31, 2026
Franklin Income Fund5408.7M $as of Mar 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF22377.4M $as of Feb 28, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF25365.9M $as of Feb 28, 2026
Fidelity U.S. Bond Index Fund34365.5M $as of Feb 28, 2026
Fidelity Total Bond Fund11349.6M $as of Feb 28, 2026
Loomis Sayles Investment Grade Bond Fund10334.5M $as of Mar 31, 2026
Strategic Advisers Fidelity Core Income Fund19316.9M $as of Feb 28, 2026
Fidelity Series Investment Grade Bond Fund8307.5M $as of Feb 28, 2026
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Titelia. "Fund shareholders of Morgan Stanley". https://titelia.com/en/stocks/morgan-stanley-US6174464486