Funds holding Morgan Stanley
1239 funds declare a position · 297 ETFs and 942 other funds · 57.7B $· 7B SEK· 215.1M € · US6174464486
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 201 | Victory Pioneer Core Equity Fund Victory Portfolios IV | 214,048 | 35.2M $ | 1.82 % | as of Mar 31, 2026 · Original filing |
| 202 | Nuveen ESG Large-Cap Value ETF NuShares ETF Trust | 211,454 | 40.3M $ | 1.94 % | as of Apr 30, 2026 · Original filing |
| 203 | Invesco Charter Fund AIM Equity Funds (Invesco Equity Funds) | 210,432 | 40.1M $ | 1.09 % | as of Apr 30, 2026 · Original filing |
| 204 | JNL/Goldman Sachs 4 Fund JNL Series Trust | 209,121 | 34.4M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| 205 | First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 206,334 | 34M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 206 | Large-Cap Core Portfolio PACIFIC SELECT FUND | 203,702 | 33.5M $ | 1.69 % | as of Mar 31, 2026 · Original filing |
| 207 | PSF Stock Index Portfolio Prudential Series Fund | 203,178 | 33.4M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 208 | JNL/T. Rowe Price Value Fund JNL Series Trust | 203,165 | 33.4M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| 209 | Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 202,512 | 33.7M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| 210 | Invesco Dividend Income Fund AIM Sector Funds (Invesco Sector Funds) | 202,002 | 38.5M $ | 1.02 % | as of Apr 30, 2026 · Original filing |
| 211 | Permanent Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS | 200,000 | 38.1M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| 212 | Fidelity Advisor Diversified Stock Fund Fidelity Destiny Portfolios | 199,700 | 32.9M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| 213 | Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 198,001 | 37.7M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 214 | Invesco Rising Dividends Fund AIM Equity Funds (Invesco Equity Funds) | 196,970 | 37.5M $ | 1.10 % | as of Apr 30, 2026 · Original filing |
| 215 | Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 195,034 | 32.1M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 216 | NVIT J.P. Morgan U.S. Equity Fund Nationwide Variable Insurance Trust | 193,918 | 31.9M $ | 1.69 % | as of Mar 31, 2026 · Original filing |
| 217 | VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 192,750 | 32.1M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| 218 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 191,751 | 36.5M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 219 | Capital Group Dividend Growers ETF Capital Group Dividend Growers ETF | 189,905 | 31.6M $ | 0.67 % | as of Feb 28, 2026 · Original filing |
| 220 | JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I | 188,199 | 31M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| 221 | Invesco Summit Fund AIM Equity Funds (Invesco Equity Funds) | 188,100 | 35.8M $ | 1.02 % | as of Apr 30, 2026 · Original filing |
| 222 | iShares Russell Top 200 Value ETF iShares Trust | 187,857 | 30.9M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| 223 | Nationwide Fund Nationwide Mutual Funds | 185,259 | 35.3M $ | 2.30 % | as of Apr 30, 2026 · Original filing |
| 224 | MetLife Stock Index Portfolio Brighthouse Funds Trust II | 183,349 | 30.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 225 | iShares ESG MSCI KLD 400 ETF iShares Trust | 181,126 | 34.5M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| 226 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 180,510 | 34.4M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| 227 | T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. | 179,673 | 29.6M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 228 | Lord Abbett Fundamental Equity Fund LORD ABBETT SECURITIES TRUST | 176,155 | 33.6M $ | 1.52 % | as of Apr 30, 2026 · Original filing |
| 229 | Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust | 175,053 | 33.4M $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| 230 | Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 173,462 | 28.5M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 231 | THRIVENT LARGE CAP GROWTH PORTFOLIO Thrivent Series Fund, Inc. | 172,746 | 28.4M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| 232 | NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 172,237 | 28.3M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 233 | Storebrand USA Storebrand Asset Management AS | 167,874 | 263.2M SEK | 0.55 % | as of Mar 31, 2026 · Original filing |
| 234 | Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 165,276 | 27.5M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| 235 | AST Aggressive Asset Allocation Portfolio Advanced Series Trust | 156,583 | 25.8M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 236 | AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 156,292 | 25.7M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 237 | SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST | 155,900 | 29.7M $ | 2.41 % | as of Apr 30, 2026 · Original filing |
| 238 | Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST | 153,027 | 25.2M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| 239 | JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 152,674 | 29.1M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 240 | Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 152,371 | 25.1M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 241 | Balanced Fund John Hancock Investment Trust | 150,681 | 28.7M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| 242 | Putnam Core Equity Fund Putnam Funds Trust | 150,250 | 28.6M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| 243 | Franklin Managed Income Fund Franklin Investors Securities Trust | 150,000 | 28.6M $ | 0.82 % | as of Apr 30, 2026 · Original filing |
| 244 | PSF PGIM Flexible Managed Portfolio Prudential Series Fund | 148,800 | 24.5M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 245 | Invesco S&P 100 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 148,445 | 28.3M $ | 1.14 % | as of Apr 30, 2026 · Original filing |
| 246 | EQ/500 Managed Volatility Portfolio EQ Advisors Trust | 145,814 | 24M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 247 | Blue Chip Growth Fund John Hancock Funds II | 145,643 | 24.3M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| 248 | Select Financials Portfolio Fidelity Select Portfolios | 145,200 | 24.2M $ | 2.47 % | as of Feb 28, 2026 · Original filing |
| 249 | Payden Equity Income Fund PAYDEN & RYGEL INVESTMENT GROUP | 143,500 | 27.3M $ | 2.56 % | as of Apr 30, 2026 · Original filing |
| 250 | HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC | 142,483 | 23.4M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| 251 | Indecap Guide 2 Indecap Fonder AB | 141,822 | 222.3M SEK | 0.66 % | as of Mar 31, 2026 · Original filing |
| 252 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 141,461 | 23.3M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 253 | JNL/JPMorgan U.S. Value Fund JNL Series Trust | 139,027 | 22.9M $ | 1.76 % | as of Mar 31, 2026 · Original filing |
| 254 | Evercore Equity Fund Wall Street EWM Funds Trust | 139,000 | 22.9M $ | 4.85 % | as of Mar 31, 2026 · Original filing |
| 255 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 138,987 | 22.9M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 256 | Janus Henderson Global Research Fund JANUS INVESTMENT FUND | 136,791 | 22.5M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| 257 | Stock Index Fund VALIC Co I | 135,270 | 22.5M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| 258 | EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 134,833 | 22.2M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| 259 | Equity Index Portfolio PACIFIC SELECT FUND | 134,135 | 22.1M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 260 | Federated Hermes MDT All Cap Core Fund Federated Hermes MDT Series | 133,822 | 25.5M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| 261 | JPMorgan Hedged Equity 2 Fund JPMorgan Trust IV | 132,333 | 21.8M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 262 | Swedbank Robur Transfer 70 Swedbank Robur Fonder AB | 130,500 | 204.6M SEK | 0.21 % | as of Mar 31, 2026 · Original filing |
| 263 | Schwab Dividend Equity Fund SCHWAB CAPITAL TRUST | 130,000 | 24.8M $ | 3.93 % | as of Apr 30, 2026 · Original filing |
| 264 | Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | 129,010 | 21.2M $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| 265 | ALGER GROWTH & INCOME FUND ALGER FUNDS | 127,955 | 24.4M $ | 2.74 % | as of Apr 30, 2026 · Original filing |
| 266 | American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS | 127,391 | 24.3M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| 267 | LargeCap Growth Fund I Principal Funds, Inc | 125,780 | 24M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| 268 | Nomura Asset Strategy Fund IVY FUNDS | 125,690 | 20.7M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| 269 | JPMorgan Income Builder Fund JPMorgan Trust I | 125,335 | 23.9M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| 270 | Large Cap Equity Fund American Century Mutual Funds, Inc. | 125,297 | 23.9M $ | 0.76 % | as of Apr 30, 2026 · Original filing |
| 271 | Calamos Growth & Income Fund CALAMOS INVESTMENT TRUST/IL | 124,290 | 23.7M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| 272 | Optimum Large Cap Value Fund Optimum Fund Trust | 124,185 | 20.4M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| 273 | MOA EQUITY INDEX FUND MoA Funds Corp | 124,184 | 20.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 274 | Cullen High Dividend Equity Fund Cullen Funds Trust | 122,881 | 20.2M $ | 3.12 % | as of Mar 31, 2026 · Original filing |
| 275 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund Touchstone Funds Group Trust | 122,818 | 20.2M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| 276 | EQUITY INDEX FUND GuideStone Funds | 122,245 | 20.1M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 277 | Victory Pioneer Equity Income Fund Victory Portfolios IV | 121,875 | 23.2M $ | 2.90 % | as of Apr 30, 2026 · Original filing |
| 278 | Allspring Growth Fund ALLSPRING FUNDS TRUST | 121,573 | 23.2M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| 279 | Neuberger Equity Income Fund NEUBERGER BERMAN EQUITY FUNDS | 120,286 | 20M $ | 1.86 % | as of Feb 28, 2026 · Original filing |
| 280 | NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 119,202 | 19.6M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 281 | MML Equity Fund MML Series Investment Fund II | 117,900 | 19.4M $ | 2.16 % | as of Mar 31, 2026 · Original filing |
| 282 | BNY Mellon Dynamic Value ETF BNY Mellon ETF Trust II | 117,861 | 22.5M $ | 1.63 % | as of Apr 30, 2026 · Original filing |
| 283 | Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series | 117,625 | 22.4M $ | 0.96 % | as of Apr 30, 2026 · Original filing |
| 284 | NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust | 117,240 | 19.3M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 285 | JPMorgan Hedged Equity Laddered Overlay ETF J.P. Morgan Exchange-Traded Fund Trust | 115,640 | 22M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| 286 | Handelsbanken USA Index Criteria Handelsbanken Fonder AB | 115,440 | 181M SEK | 0.41 % | as of Mar 31, 2026 · Original filing |
| 287 | Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds | 111,293 | 21.2M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| 288 | THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 109,742 | 18.1M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 289 | Swedbank Robur Transfer 80 Swedbank Robur Fonder AB | 109,700 | 172M SEK | 0.18 % | as of Mar 31, 2026 · Original filing |
| 290 | T. Rowe Price Dividend Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. | 108,774 | 17.9M $ | 1.47 % | as of Mar 31, 2026 · Original filing |
| 291 | VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 107,877 | 18M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| 292 | Equity Income Account Principal Variable Contract Funds, Inc | 107,296 | 17.7M $ | 2.50 % | as of Mar 31, 2026 · Original filing |
| 293 | Transamerica Aegon Sustainable Equity Income VP TRANSAMERICA SERIES TRUST | 106,026 | 17.4M $ | 3.82 % | as of Mar 31, 2026 · Original filing |
| 294 | Storebrand Global Plus Storebrand Asset Management AS | 105,772 | 165.8M SEK | 0.37 % | as of Mar 31, 2026 · Original filing |
| 295 | AST Large-Cap Equity Portfolio Advanced Series Trust | 104,828 | 17.3M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| 296 | Variable Portfolio - Partners Core Equity Fund Columbia Funds Variable Series Trust II | 104,003 | 17.1M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| 297 | Nuveen Multi Cap Value Fund Nuveen Investment Trust | 103,182 | 17M $ | 1.60 % | as of Mar 31, 2026 · Original filing |
| 298 | BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust | 103,063 | 19.6M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 299 | Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB | 102,287 | 160.4M SEK | 0.41 % | as of Mar 31, 2026 · Original filing |
| 300 | WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 101,988 | 16.8M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
Institutional managers
2463 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| 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 |
| 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 |
| Amundi | 6,981,276 | 1.1B $ | as of Mar 31, 2026 |