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
Federated Hermes U.S. Strategic Dividend ETF Federated Hermes ETF Trust 101,55019.4M $2.58 %0.01 %as of Apr 30, 2026 ↗
IKC Global Flexibel ISEC Services AB 100,000155.8M SEK2.30 %0.01 %as of Mar 31, 2026 ↗
Nomura Global Growth Fund IVY FUNDS 99,39416.4M $2.02 %0.01 %as of Mar 31, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Variable Insurance Trust 99,02216.3M $1.54 %0.01 %as of Mar 31, 2026 ↗
Invesco Main Street All Cap Fund AIM Equity Funds (Invesco Equity Funds) 98,87418.8M $1.10 %0.01 %as of Apr 30, 2026 ↗
John Hancock Disciplined Value Select ETF John Hancock Exchange-Traded Fund Trust 98,84116.3M $3.33 %0.01 %as of Mar 31, 2026 ↗
Destinations Large Cap Equity Fund Brinker Capital Destinations Trust 98,59616.4M $0.47 %0.01 %as of Feb 28, 2026 ↗
Nomura Balanced Fund IVY FUNDS 98,45116.2M $0.88 %0.01 %as of Mar 31, 2026 ↗
NYLIM VP Janus Henderson Balanced Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 98,44316.2M $0.85 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World ETF iShares, Inc. 97,50616.2M $0.23 %0.01 %as of Feb 28, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 96,88516.1M $0.32 %0.01 %as of Feb 28, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 96,23716M $0.24 %0.01 %as of Feb 28, 2026 ↗
Storebrand Global All Countries Storebrand Asset Management AS 95,205149.3M SEK0.32 %0.01 %as of Mar 31, 2026 ↗
Integrity Dividend Harvest Fund INTEGRITY FUNDS 95,00018.1M $2.55 %0.01 %as of Apr 30, 2026 ↗
BNY Mellon Equity Income Fund BNY Mellon Investment Funds III 93,82615.6M $0.75 %0.01 %as of Feb 28, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 93,55815.6M $0.35 %0.01 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 93,20115.5M $0.29 %0.01 %as of Feb 28, 2026 ↗
Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust 92,91015.3M $0.92 %0.01 %as of Mar 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 92,81415.5M $0.31 %0.01 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 92,23517.6M $0.31 %0.01 %as of Apr 30, 2026 ↗
Columbia Variable Portfolio - Contrarian Core Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 91,01615M $0.97 %0.01 %as of Mar 31, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 90,38914.9M $0.35 %0.01 %as of Mar 31, 2026 ↗
HARTFORD DIVIDEND AND GROWTH HLS FUND HARTFORD SERIES FUND INC 90,23414.8M $0.47 %0.01 %as of Mar 31, 2026 ↗
Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB 89,103139.7M SEK0.30 %0.01 %as of Mar 31, 2026 ↗
Fidelity Advisor Series Equity Growth Fund Fidelity Advisor Series I 88,90314.8M $1.02 %0.01 %as of Feb 28, 2026 ↗
SA JPMorgan Equity-Income Portfolio SUNAMERICA SERIES TRUST 88,45416.9M $2.17 %0.01 %as of Apr 30, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 87,99814.5M $0.32 %0.01 %as of Mar 31, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 87,90914.6M $0.33 %0.01 %as of Feb 28, 2026 ↗
Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust 87,17614.5M $0.52 %0.01 %as of Feb 27, 2026 ↗
Fidelity Blue Chip Growth K6 Fund Fidelity Securities Fund 87,14516.6M $0.08 %0.01 %as of Apr 30, 2026 ↗
Fidelity Advisor Financials Fund Fidelity Advisor Series VII 87,00016.6M $2.65 %0.01 %as of Apr 30, 2026 ↗
VANGUARD ADVICE SELECT GLOBAL VALUE FUND VANGUARD WHITEHALL FUNDS 86,55716.5M $0.92 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 85,74414.3M $0.33 %0.01 %as of Feb 28, 2026 ↗
Fidelity Puritan K6 Fund Fidelity Puritan Trust 85,58814.3M $0.64 %0.01 %as of Feb 28, 2026 ↗
Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series 85,38414.1M $0.62 %0.01 %as of Mar 31, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 84,76814M $0.34 %0.01 %as of Mar 31, 2026 ↗
BlackRock Sustainable Aware Advantage Large Cap Core Fund BlackRock Funds 84,43214.1M $1.36 %0.01 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 84,27713.9M $0.12 %0.01 %as of Mar 31, 2026 ↗
Schwab Core Equity Fund SCHWAB CAPITAL TRUST 81,76415.6M $1.02 %0.01 %as of Apr 30, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 81,38615.5M $0.26 %0.01 %as of Apr 30, 2026 ↗
Avanza Global Avanza Fonder AB 81,218127.3M SEK0.30 %0.01 %as of Mar 31, 2026 ↗
Swedbank Robur Access Global Swedbank Robur Fonder AB 80,992127M SEK0.22 %0.01 %as of Mar 31, 2026 ↗
Aggressive Growth Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS 80,00015.2M $2.63 %0.01 %as of Apr 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 79,80215.2M $0.44 %0.01 %as of Apr 30, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 78,55915M $0.61 %0.00 %as of Apr 30, 2026 ↗
HARTFORD BALANCED HLS FUND HARTFORD SERIES FUND INC 77,56912.8M $0.85 %0.00 %as of Mar 31, 2026 ↗
Nordea Generationsfond 60-tal Nordea Funds Ab 76,332117.5M SEK0.24 %0.00 %as of Mar 31, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Mutual Funds 76,19714.5M $1.78 %0.00 %as of Apr 30, 2026 ↗
AMF Aktiefond Global AMF Fonder AB 75,853118.9M SEK0.30 %0.00 %as of Mar 31, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 75,21512.4M $0.48 %0.00 %as of Mar 31, 2026 ↗
Columbia Flexible Capital Income Fund Columbia Funds Series Trust II 75,00012.5M $0.96 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. 74,68712.3M $0.32 %0.00 %as of Mar 31, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 74,18112.4M $0.17 %0.00 %as of Feb 28, 2026 ↗
ProShares Ultra Financials ProShares Trust 73,83212.3M $1.75 %0.00 %as of Feb 28, 2026 ↗
Capital Income Builder AMERICAN FUNDS INSURANCE SERIES 73,69712.1M $0.73 %0.00 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 73,46614M $0.31 %0.00 %as of Apr 30, 2026 ↗
VOYA CORPORATE LEADERS(R) 100 FUND Voya Equity Trust 73,35512.2M $0.92 %0.00 %as of Feb 28, 2026 ↗
PGIM Quant Solutions Large-Cap Core Fund Prudential Investment Portfolios 9 71,90013.7M $1.35 %0.00 %as of Apr 30, 2026 ↗
Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust 71,50911.9M $0.50 %0.00 %as of Feb 27, 2026 ↗
T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. 71,39911.8M $0.24 %0.00 %as of Mar 31, 2026 ↗
MFS Total Return Series MFS VARIABLE INSURANCE TRUST 70,47011.6M $0.57 %0.00 %as of Mar 31, 2026 ↗
Allspring Premier Large Company Growth Fund ALLSPRING FUNDS TRUST 70,24713.4M $0.99 %0.00 %as of Apr 30, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 69,66613.3M $0.44 %0.00 %as of Apr 30, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 69,32311.4M $0.35 %0.00 %as of Mar 31, 2026 ↗
Swedbank Robur Access USA Swedbank Robur Fonder AB 68,401107.2M SEK0.35 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 68,10411.2M $0.35 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 68,10211.2M $0.60 %0.00 %as of Mar 31, 2026 ↗
iShares Climate Conscious & Transition MSCI USA ETF iShares Trust 67,93211.3M $0.52 %0.00 %as of Feb 28, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 67,60012.9M $0.30 %0.00 %as of Apr 30, 2026 ↗
SEB USA Exposure SEB Funds AB 67,420105.7M SEK0.40 %0.00 %as of Mar 31, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 66,74512.7M $0.12 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Income Builder Fund GOLDMAN SACHS TRUST 66,52312.7M $0.46 %0.00 %as of Apr 30, 2026 ↗
SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 66,05910.9M $0.80 %0.00 %as of Mar 31, 2026 ↗
Dividend Growth Portfolio PACIFIC SELECT FUND 66,04910.9M $1.50 %0.00 %as of Mar 31, 2026 ↗
SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 65,57410.9M $0.78 %0.00 %as of Feb 28, 2026 ↗
Transamerica JPMorgan Enhanced Index VP TRANSAMERICA SERIES TRUST 65,40010.8M $0.42 %0.00 %as of Mar 31, 2026 ↗
Financial Industries Fund John Hancock Investment Trust II 65,28212.4M $4.63 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Institutional Large-Cap Core Growth Fund T. Rowe Price Equity Funds, Inc. 65,13710.7M $0.44 %0.00 %as of Mar 31, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 64,75312.3M $0.37 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Large Cap Value Fund Goldman Sachs Trust 64,72410.8M $2.41 %0.00 %as of Feb 28, 2026 ↗
JPMorgan Hedged Equity 3 Fund JPMorgan Trust IV 64,39110.6M $0.41 %0.00 %as of Mar 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 63,08910.4M $0.59 %0.00 %as of Mar 31, 2026 ↗
BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. 62,92810.4M $0.35 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust 62,55910.4M $0.35 %0.00 %as of Feb 28, 2026 ↗
Pacer Trendpilot US Large Cap ETF Pacer Funds Trust 62,54311.9M $0.37 %0.00 %as of Apr 30, 2026 ↗
JNL/WMC Balanced Fund JNL Series Trust 62,29010.3M $0.12 %0.00 %as of Mar 31, 2026 ↗
Blue Chip Growth Trust John Hancock Variable Insurance Trust 61,81010.2M $0.48 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. 61,63010.1M $0.43 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Covered Call ETF GLOBAL X FUNDS 61,54211.7M $0.38 %0.00 %as of Apr 30, 2026 ↗
Large-Cap Growth Portfolio PACIFIC SELECT FUND 61,14210.1M $0.83 %0.00 %as of Mar 31, 2026 ↗
Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST 61,10210.2M $0.34 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Blue Chip Growth Portfolio T. ROWE PRICE EQUITY SERIES, INC. 60,87810M $0.44 %0.00 %as of Mar 31, 2026 ↗
Fundamental Large Cap Value Trust John Hancock Variable Insurance Trust 60,68510M $1.24 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 59,6489.8M $0.41 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage Global Fund, Inc. BlackRock Advantage Global Fund, Inc. 58,9169.7M $1.78 %0.00 %as of Mar 31, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 57,2109.5M $1.45 %0.00 %as of Feb 28, 2026 ↗
iShares Core Dividend ETF iShares Trust 56,87710.8M $0.80 %0.00 %as of Apr 30, 2026 ↗
Columbia Variable Portfolio - Balanced Fund Columbia Funds Variable Series Trust II 56,3669.3M $0.58 %0.00 %as of Mar 31, 2026 ↗
Nuveen Winslow Large-Cap Growth ESG Fund Nuveen Investment Trust II 56,30010.7M $1.27 %0.00 %as of Apr 30, 2026 ↗
MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS 56,2009.2M $2.12 %0.00 %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