Titelia

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.

FundSharesValueWeight in fundShare of capital
Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust 203,38042.8M $0.73 %0.01 %as of Jul 31, 2026 ↗
Fidelity New Millennium Fund Fidelity Mt. Vernon Street Trust 203,00042.2M $0.71 %0.01 %as of May 31, 2026 ↗
JNL/Goldman Sachs 4 Fund JNL Series Trust 202,76542.4M $0.79 %0.01 %as of Jun 30, 2026 ↗
JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I 202,63842.4M $1.14 %0.01 %as of Jun 30, 2026 ↗
MFS Total Return Fund MFS Series Trust V 202,58942.3M $0.57 %0.01 %as of Jun 30, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 202,27842.3M $0.37 %0.01 %as of Jun 30, 2026 ↗
Fidelity SAI U.S. Momentum Index Fund Fidelity Salem Street Trust 200,59242.2M $1.70 %0.01 %as of Jul 31, 2026 ↗
Permanent Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS 200,00042.1M $0.59 %0.01 %as of Jul 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 199,48541.7M $3.03 %0.01 %as of Jun 30, 2026 ↗
Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust 199,39641.7M $0.53 %0.01 %as of Jun 30, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 198,00141.7M $0.33 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 195,04841M $0.33 %0.01 %as of Jul 31, 2026 ↗
AST Balanced Asset Allocation Portfolio Advanced Series Trust 194,21940.6M $0.18 %0.01 %as of Jun 30, 2026 ↗
Calamos Phineus Long/Short Fund CALAMOS INVESTMENT TRUST/IL 194,00040.8M $3.68 %0.01 %as of Jul 31, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 192,85540.3M $0.39 %0.01 %as of Jun 30, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 192,23740.2M $0.38 %0.01 %as of Jun 30, 2026 ↗
WisdomTree U.S. Value Fund WisdomTree Trust 189,57139.6M $1.34 %0.01 %as of Jun 30, 2026 ↗
Victory Pioneer Core Equity Fund Victory Portfolios IV 188,94739.5M $1.89 %0.01 %as of Jun 30, 2026 ↗
THRIVENT LARGE CAP GROWTH FUND Thrivent Mutual Funds 188,46039.7M $0.89 %0.01 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 186,30938.8M $0.34 %0.01 %as of May 31, 2026 ↗
iShares ESG MSCI KLD 400 ETF iShares Trust 182,56838.4M $0.72 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. 179,67337.6M $0.21 %0.01 %as of Jun 30, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 177,95237.2M $0.38 %0.01 %as of Jun 30, 2026 ↗
Nationwide Fund Nationwide Mutual Funds 177,07537.3M $2.46 %0.01 %as of Jul 31, 2026 ↗
Invesco Charter Fund AIM Equity Funds (Invesco Equity Funds) 176,22937.1M $1.00 %0.01 %as of Jul 31, 2026 ↗
Lord Abbett Fundamental Equity Fund LORD ABBETT SECURITIES TRUST 173,30536.5M $1.65 %0.01 %as of Jul 31, 2026 ↗
Putnam Core Equity Fund Putnam Funds Trust 173,11436.4M $0.58 %0.01 %as of Jul 31, 2026 ↗
Large-Cap Core Portfolio PACIFIC SELECT FUND 170,91135.7M $1.75 %0.01 %as of Jun 30, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 169,91335.5M $0.10 %0.01 %as of Jun 30, 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 166,75934.7M $0.38 %0.01 %as of May 31, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 165,78934.9M $0.39 %0.01 %as of Jul 31, 2026 ↗
Invesco Rising Dividends Fund AIM Equity Funds (Invesco Equity Funds) 164,76834.7M $1.00 %0.01 %as of Jul 31, 2026 ↗
Principal Capital Appreciation Fund Principal Funds, Inc 159,74933.6M $0.86 %0.01 %as of Jul 31, 2026 ↗
iShares Russell Top 200 Value ETF iShares Trust 156,49732.7M $0.92 %0.01 %as of Jun 30, 2026 ↗
JNL/T. Rowe Price Growth Stock Fund JNL Series Trust 155,10032.4M $0.37 %0.01 %as of Jun 30, 2026 ↗
JPMorgan Hedged Equity 2 Fund JPMorgan Trust IV 154,66232.3M $0.58 %0.01 %as of Jun 30, 2026 ↗
John Hancock Disciplined Value Select ETF John Hancock Exchange-Traded Fund Trust 153,20232M $3.64 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST 153,02732M $0.82 %0.01 %as of Jun 30, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 150,68931.5M $0.39 %0.01 %as of Jun 30, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 150,00031.6M $2.45 %0.01 %as of Jul 31, 2026 ↗
Franklin Managed Income Fund Franklin Investors Securities Trust 150,00031.6M $0.92 %0.01 %as of Jul 31, 2026 ↗
LargeCap Growth Fund I Principal Funds, Inc 148,52031.3M $0.55 %0.01 %as of Jul 31, 2026 ↗
Invesco Dividend Income Fund AIM Sector Funds (Invesco Sector Funds) 148,35131.2M $0.82 %0.01 %as of Jul 31, 2026 ↗
JNL/JPMorgan U.S. Value Fund JNL Series Trust 146,33330.6M $2.16 %0.01 %as of Jun 30, 2026 ↗
THRIVENT LARGE CAP GROWTH PORTFOLIO Thrivent Series Fund, Inc. 146,09430.5M $0.95 %0.01 %as of Jun 30, 2026 ↗
Blue Chip Growth Fund John Hancock Funds II 145,64330.3M $0.50 %0.01 %as of May 31, 2026 ↗
Payden Equity Income Fund PAYDEN & RYGEL INVESTMENT GROUP 143,50030.2M $2.73 %0.01 %as of Jul 31, 2026 ↗
Balanced Fund John Hancock Investment Trust 143,41830.2M $0.44 %0.01 %as of Jul 31, 2026 ↗
HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC 142,48329.8M $0.80 %0.01 %as of Jun 30, 2026 ↗
Indecap Guide 2 Indecap Fonder AB 141,822222.3M SEK0.66 %0.01 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 138,38729.1M $0.34 %0.01 %as of Jul 31, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 138,01928.9M $0.36 %0.01 %as of Jun 30, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 136,30528.5M $0.35 %0.01 %as of Jun 30, 2026 ↗
Janus Henderson Global Research Fund Janus Investment Fund 135,56928.3M $0.60 %0.01 %as of Jun 30, 2026 ↗
CTIVP - Westfield Select Large Cap Growth Fund Columbia Funds Variable Series Trust II 135,07028.2M $1.62 %0.01 %as of Jun 30, 2026 ↗
Stock Index Fund VALIC Co I 131,79327.4M $0.38 %0.01 %as of May 31, 2026 ↗
AST Aggressive Asset Allocation Portfolio Advanced Series Trust 130,77027.3M $0.24 %0.01 %as of Jun 30, 2026 ↗
Swedbank Robur Transfer 70 Swedbank Robur Fonder AB 130,500204.6M SEK0.21 %0.01 %as of Mar 31, 2026 ↗
Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust 128,58826.9M $1.30 %0.01 %as of Jun 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 128,08726.8M $0.32 %0.01 %as of Jun 30, 2026 ↗
ALGER GROWTH & INCOME FUND ALGER FUNDS 127,95526.9M $2.77 %0.01 %as of Jul 31, 2026 ↗
Invesco S&P 100 Equal Weight ETF Invesco Exchange-Traded Fund Trust 126,48326.6M $0.99 %0.01 %as of Jul 31, 2026 ↗
Neuberger Equity Income Fund NEUBERGER BERMAN EQUITY FUNDS 125,86126.2M $2.55 %0.01 %as of May 31, 2026 ↗
Columbia Variable Portfolio - Contrarian Core Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 125,75026.3M $1.55 %0.01 %as of Jun 30, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 124,91926.1M $0.39 %0.01 %as of Jun 30, 2026 ↗
Calamos Growth & Income Fund CALAMOS INVESTMENT TRUST/IL 124,29026.2M $0.76 %0.01 %as of Jul 31, 2026 ↗
Touchstone Funds Group Trust-Touchstone Dividend Equity Fund Touchstone Funds Group Trust 122,81825.7M $1.05 %0.01 %as of Jun 30, 2026 ↗
Virtus Income & Growth Fund Virtus Investment Trust 122,47025.6M $0.52 %0.01 %as of Jun 30, 2026 ↗
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 122,30425.6M $0.80 %0.01 %as of Jun 30, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 122,30325.6M $0.09 %0.01 %as of Jun 30, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 122,24525.6M $0.38 %0.01 %as of Jun 30, 2026 ↗
JPMorgan Hedged Equity Laddered Overlay ETF J.P. Morgan Exchange-Traded Fund Trust 122,17325.7M $0.56 %0.01 %as of Jul 31, 2026 ↗
NVIT J.P. Morgan U.S. Equity Fund Nationwide Variable Insurance Trust 121,54525.4M $1.75 %0.01 %as of Jun 30, 2026 ↗
Fidelity Blue Chip Growth K6 Fund Fidelity Securities Fund 120,60125.4M $0.12 %0.01 %as of Jul 31, 2026 ↗
Allspring Growth Fund ALLSPRING FUNDS TRUST 119,98025.2M $0.87 %0.01 %as of Jul 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 119,11524.9M $0.67 %0.01 %as of Jun 30, 2026 ↗
Cullen High Dividend Equity Fund Cullen Funds Trust 119,01624.9M $3.82 %0.01 %as of Jun 30, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NYLIM VP FUNDS TRUST 118,93424.9M $0.38 %0.01 %as of Jun 30, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 118,19324.7M $0.38 %0.01 %as of Jun 30, 2026 ↗
Handelsbanken USA Index Criteria Handelsbanken Fonder AB 115,440181M SEK0.41 %0.01 %as of Mar 31, 2026 ↗
MML VIP Franklin Templeton Equity Fund MML Series Investment Fund II 113,40023.7M $2.49 %0.01 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 113,24323.7M $0.27 %0.01 %as of Jun 30, 2026 ↗
Schwab Dividend Equity Fund SCHWAB CAPITAL TRUST 113,00023.8M $3.59 %0.01 %as of Jul 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 112,97223.6M $0.18 %0.01 %as of Jun 30, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 110,20923M $0.39 %0.01 %as of Jun 30, 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. 109,21422.8M $1.66 %0.01 %as of Jun 30, 2026 ↗
Nomura Asset Strategy Fund IVY FUNDS 108,69622.7M $1.23 %0.01 %as of Jun 30, 2026 ↗
Evercore Equity Fund Wall Street EWM Funds Trust 108,50022.7M $4.30 %0.01 %as of Jun 30, 2026 ↗
Federated Hermes MDT All Cap Core Fund Federated Hermes MDT Series 108,49422.8M $0.58 %0.01 %as of Jul 31, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 107,81022.4M $0.34 %0.01 %as of May 31, 2026 ↗
Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust 107,70022.4M $0.02 %0.01 %as of May 31, 2026 ↗
Nomura Balanced Fund IVY FUNDS 107,26522.4M $1.15 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI World ETF iShares, Inc. 106,44922.1M $0.27 %0.01 %as of May 31, 2026 ↗
Storebrand Global Plus Storebrand Asset Management AS 105,772165.8M SEK0.37 %0.01 %as of Mar 31, 2026 ↗
Select Financials Portfolio Fidelity Select Portfolios 103,60021.5M $2.75 %0.01 %as of May 31, 2026 ↗
Equity Income Account Principal Variable Contract Funds, Inc 103,23721.6M $2.91 %0.01 %as of Jun 30, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 102,37821.5M $0.39 %0.01 %as of Jul 31, 2026 ↗
Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB 102,287160.4M SEK0.41 %0.01 %as of Mar 31, 2026 ↗

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Funds that publish their own holdings

FundWeight 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.

FundWeight 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.

QuarterShareholdersChangeSharesChange
2026Q31,148+49339,545,557+0.1 %
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 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.

ShareholderDeclared stakeShares
MITSUBISHI UFJ FINANCIAL GROUP, INC. 24.12 %380,511,118as 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.

FundBond linesValue
VANGUARD TOTAL BOND MARKET II INDEX FUND502B $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND531.9B $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND221.8B $as of May 31, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND211.1B $as of Jul 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND271.1B $as of May 31, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND21979.4M $as of Jul 31, 2026
American Balanced Fund23973.1M $as of Jun 30, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF39744.8M $as of May 31, 2026
Bond Fund of America24707.8M $as of Jun 30, 2026
PGIM Total Return Bond Fund21661.5M $as of Jul 31, 2026
iShares Core U.S. Aggregate Bond ETF58647.7M $as of May 31, 2026
VANGUARD WELLINGTON FUND16641.9M $as of May 31, 2026
Lord Abbett Short Duration Income Fund11579.7M $as of May 31, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND21545.3M $as of Jun 30, 2026
Fidelity Investment Grade Bond Central Fund12459.2M $as of Jun 30, 2026
VANGUARD INSTITUTIONAL INTERMEDIATE-TERM BOND FUND24449.9M $as of Jun 30, 2026
VANGUARD WELLESLEY INCOME FUND15440.4M $as of Jun 30, 2026
Fidelity Total Bond Fund13438M $as of May 31, 2026
Franklin Income Fund5433.8M $as of Jun 30, 2026
VANGUARD SHORT-TERM BOND INDEX FUND23414.5M $as of Jun 30, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF22400.3M $as of May 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF26395.4M $as of May 31, 2026
Fidelity U.S. Bond Index Fund36379.1M $as of May 31, 2026
Baird Aggregate Bond Fund16343.4M $as of Jun 30, 2026
JPMorgan Core Bond Fund19342.9M $as of May 31, 2026
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Titelia. "Fund shareholders of Morgan Stanley". https://titelia.com/en/stocks/morgan-stanley-US6174464486