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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 102,284 | 21.4M $ | 1.33 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds | 102,148 | 21.5M $ | 0.47 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust | 101,913 | 21.3M $ | 0.45 % | 0.01 % | as of Jun 30, 2026 ↗ |
| ProShares Ultra S&P500 ProShares Trust | 101,840 | 21.2M $ | 0.25 % | 0.01 % | as of May 31, 2026 ↗ |
| IKC Global Flexibel ISEC Services AB | 100,000 | 155.8M SEK | 2.30 % | 0.01 % | as of Mar 31, 2026 ↗ |
| JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 99,768 | 21M $ | 0.84 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Invesco Main Street All Cap Fund AIM Equity Funds (Invesco Equity Funds) | 98,874 | 20.8M $ | 1.19 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 97,297 | 20.2M $ | 0.36 % | 0.01 % | as of May 31, 2026 ↗ |
| Large-Cap Value Portfolio PACIFIC SELECT FUND | 96,381 | 20.1M $ | 1.84 % | 0.01 % | as of Jun 30, 2026 ↗ |
| American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS | 95,793 | 20.2M $ | 0.68 % | 0.01 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 95,658 | 19.9M $ | 0.33 % | 0.01 % | as of May 31, 2026 ↗ |
| Storebrand Global All Countries Storebrand Asset Management AS | 95,205 | 149.3M SEK | 0.32 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Integrity Dividend Harvest Fund INTEGRITY FUNDS | 95,000 | 20M $ | 2.48 % | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. Sector Rotation Fund John Hancock Funds II | 94,433 | 19.6M $ | 0.37 % | 0.01 % | as of May 31, 2026 ↗ |
| Optimum Large Cap Value Fund Optimum Fund Trust | 94,175 | 19.7M $ | 1.05 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust | 93,715 | 19.7M $ | 0.29 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Fidelity Puritan K6 Fund Fidelity Puritan Trust | 92,890 | 19.3M $ | 0.82 % | 0.01 % | as of May 31, 2026 ↗ |
| Variable Portfolio - Partners Core Equity Fund Columbia Funds Variable Series Trust II | 92,694 | 19.4M $ | 0.87 % | 0.01 % | as of Jun 30, 2026 ↗ |
| BNY Mellon Equity Income Fund BNY Mellon Investment Funds III | 92,600 | 19.3M $ | 0.82 % | 0.01 % | as of May 31, 2026 ↗ |
| JNL/WMC Balanced Fund JNL Series Trust | 91,089 | 19M $ | 0.20 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Transamerica Aegon Sustainable Equity Income VP TRANSAMERICA SERIES TRUST | 90,665 | 19M $ | 3.61 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Destinations Large Cap Equity Fund Brinker Capital Destinations Trust | 90,585 | 18.8M $ | 0.52 % | 0.01 % | as of May 31, 2026 ↗ |
| NYLIM VP Janus Henderson Balanced Portfolio NYLIM VP FUNDS TRUST | 90,449 | 18.9M $ | 0.91 % | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. | 89,711 | 18.8M $ | 0.46 % | 0.01 % | as of Jun 30, 2026 ↗ |
| NYLIM VP Winslow Large Cap Growth Portfolio NYLIM VP FUNDS TRUST | 89,200 | 18.6M $ | 0.95 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 89,128 | 18.6M $ | 0.15 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB | 89,103 | 139.7M SEK | 0.30 % | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. | 86,639 | 18.1M $ | 0.34 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD ADVICE SELECT GLOBAL VALUE FUND VANGUARD WHITEHALL FUNDS | 86,557 | 18.2M $ | 0.96 % | 0.01 % | as of Jul 31, 2026 ↗ |
| HARTFORD DIVIDEND AND GROWTH HLS FUND HARTFORD SERIES FUND INC | 86,409 | 18.1M $ | 0.52 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 86,147 | 17.9M $ | 0.38 % | 0.01 % | as of May 31, 2026 ↗ |
| iShares Climate Conscious & Transition MSCI USA ETF iShares Trust | 85,791 | 17.8M $ | 0.60 % | 0.01 % | as of May 31, 2026 ↗ |
| JPMorgan Income Builder Fund JPMorgan Trust I | 85,399 | 18M $ | 0.21 % | 0.01 % | as of Jul 31, 2026 ↗ |
| BlackRock Sustainable Aware Advantage Large Cap Core Fund BlackRock Funds | 85,380 | 17.8M $ | 1.45 % | 0.01 % | as of May 31, 2026 ↗ |
| Venerable Large Cap Index Fund Venerable Variable Insurance Trust | 84,811 | 17.7M $ | 0.38 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Advisor Financials Fund Fidelity Advisor Series VII | 84,800 | 17.8M $ | 2.64 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Nomura Global Growth Fund IVY FUNDS | 84,639 | 17.7M $ | 1.97 % | 0.01 % | as of Jun 30, 2026 ↗ |
| THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC | 84,054 | 17.7M $ | 0.29 % | 0.01 % | as of Jul 31, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 83,901 | 17.5M $ | 0.36 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 83,509 | 17.4M $ | 0.38 % | 0.01 % | as of May 31, 2026 ↗ |
| Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust | 83,215 | 17.3M $ | 0.63 % | 0.01 % | as of May 29, 2026 ↗ |
| Nuveen Multi Cap Value Fund Nuveen Investment Trust | 82,080 | 17.2M $ | 1.36 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 81,991 | 17.1M $ | 0.24 % | 0.01 % | as of May 31, 2026 ↗ |
| Schwab Core Equity Fund SCHWAB CAPITAL TRUST | 81,764 | 17.2M $ | 1.16 % | 0.01 % | as of Jul 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 81,690 | 17.1M $ | 0.20 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Avanza Global Avanza Fonder AB | 81,218 | 127.3M SEK | 0.30 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Swedbank Robur Access Global Swedbank Robur Fonder AB | 80,992 | 127M SEK | 0.22 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series S Portfolio Voya Investors Trust | 80,797 | 16.9M $ | 0.38 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Aggressive Growth Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS | 80,000 | 16.8M $ | 3.30 % | 0.01 % | as of Jul 31, 2026 ↗ |
| BNY Mellon Dynamic Value ETF BNY Mellon ETF Trust II | 78,918 | 16.6M $ | 0.90 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Columbia Variable Portfolio - Balanced Fund Columbia Funds Variable Series Trust II | 78,880 | 16.5M $ | 0.96 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VOYA CORPORATE LEADERS(R) 100 FUND Voya Equity Trust | 77,494 | 16.1M $ | 1.18 % | 0.00 % | as of May 31, 2026 ↗ |
| Nordea Generationsfond 60-tal Nordea Funds Ab | 76,332 | 117.5M SEK | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AMF Aktiefond Global AMF Fonder AB | 75,853 | 118.9M SEK | 0.30 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 75,266 | 15.8M $ | 0.27 % | 0.00 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. | 75,216 | 15.7M $ | 0.39 % | 0.00 % | as of Jun 30, 2026 ↗ |
| JPMorgan Hedged Equity 3 Fund JPMorgan Trust IV | 75,115 | 15.7M $ | 0.50 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Columbia Flexible Capital Income Fund Columbia Funds Series Trust II | 75,000 | 15.6M $ | 1.15 % | 0.00 % | as of May 31, 2026 ↗ |
| BlackRock Tactical Opportunities Fund BlackRock Funds | 74,376 | 15.7M $ | 0.26 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Ultra Financials ProShares Trust | 74,167 | 15.4M $ | 2.23 % | 0.00 % | as of May 31, 2026 ↗ |
| HARTFORD BALANCED HLS FUND HARTFORD SERIES FUND INC | 73,967 | 15.5M $ | 0.98 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 73,050 | 15.4M $ | 0.61 % | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 72,796 | 15.3M $ | 0.32 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Transamerica JPMorgan Enhanced Index VP TRANSAMERICA SERIES TRUST | 72,725 | 15.2M $ | 0.56 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SA JPMorgan Equity-Income Portfolio SUNAMERICA SERIES TRUST | 72,534 | 15.3M $ | 1.96 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Advisor Series Equity Growth Fund Fidelity Advisor Series I | 71,903 | 15M $ | 0.93 % | 0.00 % | as of May 31, 2026 ↗ |
| NVIT BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Variable Insurance Trust | 70,621 | 14.8M $ | 1.30 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Blue Chip Growth Fund Fidelity Securities Fund | 70,000 | 14.7M $ | 0.09 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust | 68,829 | 14.4M $ | 0.52 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 68,589 | 14.4M $ | 0.40 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Swedbank Robur Access USA Swedbank Robur Fonder AB | 68,401 | 107.2M SEK | 0.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS | 68,154 | 14.2M $ | 0.39 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SEB USA Exposure SEB Funds AB | 67,420 | 105.7M SEK | 0.40 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Allspring Premier Large Company Growth Fund ALLSPRING FUNDS TRUST | 67,236 | 14.1M $ | 1.12 % | 0.00 % | as of Jul 31, 2026 ↗ |
| MFS Active Value ETF MFS Active Exchange Traded Funds Trust | 67,185 | 14M $ | 2.95 % | 0.00 % | as of May 31, 2026 ↗ |
| AST Large-Cap Equity Portfolio Advanced Series Trust | 66,220 | 13.8M $ | 0.71 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Capital Group Conservative Equity ETF Capital Group Conservative Equity ETF | 64,417 | 13.4M $ | 0.76 % | 0.00 % | as of May 31, 2026 ↗ |
| Blue Chip Growth Trust John Hancock Variable Insurance Trust | 64,409 | 13.5M $ | 0.52 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Large-Cap Growth Portfolio PACIFIC SELECT FUND | 64,042 | 13.4M $ | 0.92 % | 0.00 % | as of Jun 30, 2026 ↗ |
| T.Rowe Price Large Cap Growth Portfolio Brighthouse Funds Trust II | 63,955 | 13.4M $ | 0.60 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Income Builder Fund GOLDMAN SACHS TRUST | 63,950 | 13.5M $ | 0.48 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 63,365 | 13.2M $ | 0.92 % | 0.00 % | as of May 31, 2026 ↗ |
| Nomura VIP Core Equity Series Ivy Variable Insurance Portfolios | 63,348 | 13.2M $ | 1.86 % | 0.00 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage Large Cap Value Fund BlackRock Large Cap Series Funds, Inc. | 62,957 | 13.1M $ | 1.63 % | 0.00 % | as of May 29, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 62,449 | 13.1M $ | 0.62 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 62,413 | 13M $ | 0.94 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PSF PGIM Flexible Managed Portfolio Prudential Series Fund | 62,400 | 13M $ | 0.24 % | 0.00 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Institutional Large-Cap Core Growth Fund T. Rowe Price Equity Funds, Inc. | 62,392 | 13M $ | 0.49 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Dividend Growth Portfolio PACIFIC SELECT FUND | 61,949 | 12.9M $ | 1.65 % | 0.00 % | as of Jun 30, 2026 ↗ |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 61,841 | 13M $ | 0.43 % | 0.00 % | as of Jul 31, 2026 ↗ |
| AST Large-Cap Growth Portfolio Advanced Series Trust | 61,736 | 12.9M $ | 0.17 % | 0.00 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 61,576 | 12.8M $ | 0.30 % | 0.00 % | as of May 31, 2026 ↗ |
| BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. | 61,571 | 12.9M $ | 0.39 % | 0.00 % | as of Jun 30, 2026 ↗ |
| BlackRock Multi-Asset Income Portfolio BlackRock Funds II | 61,521 | 12.9M $ | 0.12 % | 0.00 % | as of Jul 31, 2026 ↗ |
| First Trust Large Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 61,478 | 12.9M $ | 0.98 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Global X S&P 500 Covered Call ETF GLOBAL X FUNDS | 60,997 | 12.8M $ | 0.40 % | 0.00 % | as of Jul 31, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 60,934 | 12.7M $ | 0.40 % | 0.00 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Blue Chip Growth Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 60,878 | 12.7M $ | 0.50 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fundamental Large Cap Value Trust John Hancock Variable Insurance Trust | 60,685 | 12.7M $ | 1.54 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Pacer Trendpilot US Large Cap ETF Pacer Funds Trust | 60,624 | 12.8M $ | 0.39 % | 0.00 % | as of Jul 31, 2026 ↗ |
Funds that publish their own holdings
| Fund | Weight 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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 1,148 | +49 | 339,545,557 | +0.1 % |
| 2026Q2 | 1,099 | +47 | 339,131,825 | -2.5 % |
| 2026Q1 | 1,052 | +9 | 347,793,564 | -5.9 % |
| 2025Q4 | 1,043 | -5 | 369,429,244 | -2.9 % |
| 2025Q3 | 1,048 | -21 | 380,387,086 | -1.1 % |
| 2025Q2 | 1,069 | +89 | 384,802,441 | +0.1 % |
| 2025Q1 | 980 | -12 | 384,420,233 | -3.6 % |
| 2024Q4 | 992 | +33 | 398,784,413 | -1.1 % |
| 2024Q3 | 959 | +47 | 403,368,542 | -0.5 % |
| 2024Q2 | 912 | -39 | 405,312,624 | -2.5 % |
| 2024Q1 | 951 | -32 | 415,819,326 | -2.5 % |
| 2023Q4 | 983 | 426,544,894 |
Institutional managers
2,463 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 17,014,757 | 2.8M $ | 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 |
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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP, INC. | 24.12 % | 380,511,118 | as 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.
Cite this page
Titelia. "Fund shareholders of Morgan Stanley". https://titelia.com/en/stocks/morgan-stanley-US6174464486