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
Victory Pioneer Core Equity Fund Victory Portfolios IV 214,04835.2M $1.82 %0.01 %as of Mar 31, 2026 ↗
Nuveen ESG Large-Cap Value ETF NuShares ETF Trust 211,45440.3M $1.94 %0.01 %as of Apr 30, 2026 ↗
Invesco Charter Fund AIM Equity Funds (Invesco Equity Funds) 210,43240.1M $1.09 %0.01 %as of Apr 30, 2026 ↗
JNL/Goldman Sachs 4 Fund JNL Series Trust 209,12134.4M $0.73 %0.01 %as of Mar 31, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 206,33434M $0.42 %0.01 %as of Mar 31, 2026 ↗
Large-Cap Core Portfolio PACIFIC SELECT FUND 203,70233.5M $1.69 %0.01 %as of Mar 31, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 203,17833.4M $0.34 %0.01 %as of Mar 31, 2026 ↗
JNL/T. Rowe Price Value Fund JNL Series Trust 203,16533.4M $0.81 %0.01 %as of Mar 31, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 202,51233.7M $0.33 %0.01 %as of Feb 28, 2026 ↗
Invesco Dividend Income Fund AIM Sector Funds (Invesco Sector Funds) 202,00238.5M $1.02 %0.01 %as of Apr 30, 2026 ↗
Permanent Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS 200,00038.1M $0.50 %0.01 %as of Apr 30, 2026 ↗
Fidelity Advisor Diversified Stock Fund Fidelity Destiny Portfolios 199,70032.9M $0.90 %0.01 %as of Mar 31, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 198,00137.7M $0.32 %0.01 %as of Apr 30, 2026 ↗
Invesco Rising Dividends Fund AIM Equity Funds (Invesco Equity Funds) 196,97037.5M $1.10 %0.01 %as of Apr 30, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 195,03432.1M $0.35 %0.01 %as of Mar 31, 2026 ↗
NVIT J.P. Morgan U.S. Equity Fund Nationwide Variable Insurance Trust 193,91831.9M $1.69 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 192,75032.1M $0.30 %0.01 %as of Feb 28, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 191,75136.5M $0.32 %0.01 %as of Apr 30, 2026 ↗
Capital Group Dividend Growers ETF Capital Group Dividend Growers ETF 189,90531.6M $0.67 %0.01 %as of Feb 28, 2026 ↗
JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I 188,19931M $0.95 %0.01 %as of Mar 31, 2026 ↗
Invesco Summit Fund AIM Equity Funds (Invesco Equity Funds) 188,10035.8M $1.02 %0.01 %as of Apr 30, 2026 ↗
iShares Russell Top 200 Value ETF iShares Trust 187,85730.9M $0.91 %0.01 %as of Mar 31, 2026 ↗
Nationwide Fund Nationwide Mutual Funds 185,25935.3M $2.30 %0.01 %as of Apr 30, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 183,34930.2M $0.35 %0.01 %as of Mar 31, 2026 ↗
iShares ESG MSCI KLD 400 ETF iShares Trust 181,12634.5M $0.67 %0.01 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 180,51034.4M $0.41 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. 179,67329.6M $0.18 %0.01 %as of Mar 31, 2026 ↗
Lord Abbett Fundamental Equity Fund LORD ABBETT SECURITIES TRUST 176,15533.6M $1.52 %0.01 %as of Apr 30, 2026 ↗
Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust 175,05333.4M $0.61 %0.01 %as of Apr 30, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 173,46228.5M $0.10 %0.01 %as of Mar 31, 2026 ↗
THRIVENT LARGE CAP GROWTH PORTFOLIO Thrivent Series Fund, Inc. 172,74628.4M $0.99 %0.01 %as of Mar 31, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 172,23728.3M $0.35 %0.01 %as of Mar 31, 2026 ↗
Storebrand USA Storebrand Asset Management AS 167,874263.2M SEK0.55 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 165,27627.5M $0.34 %0.01 %as of Feb 28, 2026 ↗
AST Aggressive Asset Allocation Portfolio Advanced Series Trust 156,58325.8M $0.24 %0.01 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 156,29225.7M $0.21 %0.01 %as of Mar 31, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 155,90029.7M $2.41 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST 153,02725.2M $0.72 %0.01 %as of Mar 31, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 152,67429.1M $0.37 %0.01 %as of Apr 30, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 152,37125.1M $0.35 %0.01 %as of Mar 31, 2026 ↗
Balanced Fund John Hancock Investment Trust 150,68128.7M $0.43 %0.01 %as of Apr 30, 2026 ↗
Putnam Core Equity Fund Putnam Funds Trust 150,25028.6M $0.47 %0.01 %as of Apr 30, 2026 ↗
Franklin Managed Income Fund Franklin Investors Securities Trust 150,00028.6M $0.82 %0.01 %as of Apr 30, 2026 ↗
PSF PGIM Flexible Managed Portfolio Prudential Series Fund 148,80024.5M $0.49 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P 100 Equal Weight ETF Invesco Exchange-Traded Fund Trust 148,44528.3M $1.14 %0.01 %as of Apr 30, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 145,81424M $0.32 %0.01 %as of Mar 31, 2026 ↗
Blue Chip Growth Fund John Hancock Funds II 145,64324.3M $0.44 %0.01 %as of Feb 28, 2026 ↗
Select Financials Portfolio Fidelity Select Portfolios 145,20024.2M $2.47 %0.01 %as of Feb 28, 2026 ↗
Payden Equity Income Fund PAYDEN & RYGEL INVESTMENT GROUP 143,50027.3M $2.56 %0.01 %as of Apr 30, 2026 ↗
HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC 142,48323.4M $0.69 %0.01 %as of Mar 31, 2026 ↗
Indecap Guide 2 Indecap Fonder AB 141,822222.3M SEK0.66 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 141,46123.3M $0.30 %0.01 %as of Mar 31, 2026 ↗
JNL/JPMorgan U.S. Value Fund JNL Series Trust 139,02722.9M $1.76 %0.01 %as of Mar 31, 2026 ↗
Evercore Equity Fund Wall Street EWM Funds Trust 139,00022.9M $4.85 %0.01 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 138,98722.9M $0.31 %0.01 %as of Mar 31, 2026 ↗
Janus Henderson Global Research Fund JANUS INVESTMENT FUND 136,79122.5M $0.54 %0.01 %as of Mar 31, 2026 ↗
Stock Index Fund VALIC Co I 135,27022.5M $0.34 %0.01 %as of Feb 28, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 134,83322.2M $0.64 %0.01 %as of Mar 31, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 134,13522.1M $0.35 %0.01 %as of Mar 31, 2026 ↗
Federated Hermes MDT All Cap Core Fund Federated Hermes MDT Series 133,82225.5M $0.74 %0.01 %as of Apr 30, 2026 ↗
JPMorgan Hedged Equity 2 Fund JPMorgan Trust IV 132,33321.8M $0.40 %0.01 %as of Mar 31, 2026 ↗
Swedbank Robur Transfer 70 Swedbank Robur Fonder AB 130,500204.6M SEK0.21 %0.01 %as of Mar 31, 2026 ↗
Schwab Dividend Equity Fund SCHWAB CAPITAL TRUST 130,00024.8M $3.93 %0.01 %as of Apr 30, 2026 ↗
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 129,01021.2M $0.80 %0.01 %as of Mar 31, 2026 ↗
ALGER GROWTH & INCOME FUND ALGER FUNDS 127,95524.4M $2.74 %0.01 %as of Apr 30, 2026 ↗
American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS 127,39124.3M $0.81 %0.01 %as of Apr 30, 2026 ↗
LargeCap Growth Fund I Principal Funds, Inc 125,78024M $0.39 %0.01 %as of Apr 30, 2026 ↗
Nomura Asset Strategy Fund IVY FUNDS 125,69020.7M $1.19 %0.01 %as of Mar 31, 2026 ↗
JPMorgan Income Builder Fund JPMorgan Trust I 125,33523.9M $0.27 %0.01 %as of Apr 30, 2026 ↗
Large Cap Equity Fund American Century Mutual Funds, Inc. 125,29723.9M $0.76 %0.01 %as of Apr 30, 2026 ↗
Calamos Growth & Income Fund CALAMOS INVESTMENT TRUST/IL 124,29023.7M $0.70 %0.01 %as of Apr 30, 2026 ↗
Optimum Large Cap Value Fund Optimum Fund Trust 124,18520.4M $1.16 %0.01 %as of Mar 31, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 124,18420.4M $0.35 %0.01 %as of Mar 31, 2026 ↗
Cullen High Dividend Equity Fund Cullen Funds Trust 122,88120.2M $3.12 %0.01 %as of Mar 31, 2026 ↗
Touchstone Funds Group Trust-Touchstone Dividend Equity Fund Touchstone Funds Group Trust 122,81820.2M $0.88 %0.01 %as of Mar 31, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 122,24520.1M $0.34 %0.01 %as of Mar 31, 2026 ↗
Victory Pioneer Equity Income Fund Victory Portfolios IV 121,87523.2M $2.90 %0.01 %as of Apr 30, 2026 ↗
Allspring Growth Fund ALLSPRING FUNDS TRUST 121,57323.2M $0.74 %0.01 %as of Apr 30, 2026 ↗
Neuberger Equity Income Fund NEUBERGER BERMAN EQUITY FUNDS 120,28620M $1.86 %0.01 %as of Feb 28, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 119,20219.6M $0.35 %0.01 %as of Mar 31, 2026 ↗
MML Equity Fund MML Series Investment Fund II 117,90019.4M $2.16 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon Dynamic Value ETF BNY Mellon ETF Trust II 117,86122.5M $1.63 %0.01 %as of Apr 30, 2026 ↗
Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series 117,62522.4M $0.96 %0.01 %as of Apr 30, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 117,24019.3M $0.35 %0.01 %as of Mar 31, 2026 ↗
JPMorgan Hedged Equity Laddered Overlay ETF J.P. Morgan Exchange-Traded Fund Trust 115,64022M $0.55 %0.01 %as of Apr 30, 2026 ↗
Handelsbanken USA Index Criteria Handelsbanken Fonder AB 115,440181M SEK0.41 %0.01 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds 111,29321.2M $0.44 %0.01 %as of Apr 30, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 109,74218.1M $0.22 %0.01 %as of Mar 31, 2026 ↗
Swedbank Robur Transfer 80 Swedbank Robur Fonder AB 109,700172M SEK0.18 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Dividend Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. 108,77417.9M $1.47 %0.01 %as of Mar 31, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 107,87718M $0.28 %0.01 %as of Feb 28, 2026 ↗
Equity Income Account Principal Variable Contract Funds, Inc 107,29617.7M $2.50 %0.01 %as of Mar 31, 2026 ↗
Transamerica Aegon Sustainable Equity Income VP TRANSAMERICA SERIES TRUST 106,02617.4M $3.82 %0.01 %as of Mar 31, 2026 ↗
Storebrand Global Plus Storebrand Asset Management AS 105,772165.8M SEK0.37 %0.01 %as of Mar 31, 2026 ↗
AST Large-Cap Equity Portfolio Advanced Series Trust 104,82817.3M $0.98 %0.01 %as of Mar 31, 2026 ↗
Variable Portfolio - Partners Core Equity Fund Columbia Funds Variable Series Trust II 104,00317.1M $0.83 %0.01 %as of Mar 31, 2026 ↗
Nuveen Multi Cap Value Fund Nuveen Investment Trust 103,18217M $1.60 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 103,06319.6M $0.37 %0.01 %as of Apr 30, 2026 ↗
Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB 102,287160.4M SEK0.41 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 101,98816.8M $1.13 %0.01 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

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
Cite this page

Titelia. "Fund shareholders of Morgan Stanley". https://titelia.com/en/stocks/morgan-stanley-US6174464486