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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| ProShares UltraPro S&P500 ProShares Trust | 56,051 | 9.3M $ | 0.21 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Capital Group Conservative Equity ETF Capital Group Conservative Equity ETF | 55,753 | 9.3M $ | 0.62 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Nomura VIP Core Equity Series Ivy Variable Insurance Portfolios | 55,718 | 9.2M $ | 1.42 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 55,527 | 9.1M $ | 0.17 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage Large Cap Value Fund BlackRock Large Cap Series Funds, Inc. | 55,388 | 9.2M $ | 1.22 % | 0.00 % | as of Feb 27, 2026 ↗ |
| VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust | 55,152 | 9.1M $ | 0.34 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AB EQUITY INCOME FUND INC AB EQUITY INCOME FUND INC | 55,060 | 9.2M $ | 1.28 % | 0.00 % | as of Feb 28, 2026 ↗ |
| World Selection Index Fund Northern Funds | 55,014 | 9.1M $ | 0.47 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Virtus Income & Growth Fund Virtus Investment Trust | 54,845 | 9M $ | 0.20 % | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 54,649 | 10.4M $ | 0.20 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Columbia Focused Value Portfolio SEASONS SERIES TRUST | 54,395 | 9M $ | 2.91 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Franklin Rising Dividends Portfolio EQ Advisors Trust | 53,267 | 8.8M $ | 2.58 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Tactical Opportunities Fund BlackRock Funds | 52,895 | 10.1M $ | 0.20 % | 0.00 % | as of Apr 30, 2026 ↗ |
| BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. | 52,369 | 10M $ | 0.37 % | 0.00 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Blue Chip Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. | 52,106 | 8.6M $ | 0.47 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AMG Boston Common Global Impact Fund AMG Funds I | 52,095 | 8.6M $ | 1.56 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST | 51,934 | 8.5M $ | 0.37 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA JPMorgan Large Cap Core Portfolio SUNAMERICA SERIES TRUST | 51,894 | 9.9M $ | 1.87 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Large Cap Equity Fund Goldman Sachs Trust | 51,872 | 8.6M $ | 0.59 % | 0.00 % | as of Feb 28, 2026 ↗ |
| The U.S. Equity Portfolio HC Capital Trust | 51,857 | 8.5M $ | 0.46 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust | 51,856 | 8.5M $ | 0.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 51,816 | 8.5M $ | 0.29 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Dow Jones U.S. ETF iShares Trust | 51,753 | 9.9M $ | 0.35 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Franklin Systematic U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST | 51,540 | 9.8M $ | 1.69 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 51,430 | 8.5M $ | 0.15 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 51,303 | 9.8M $ | 0.33 % | 0.00 % | as of Apr 30, 2026 ↗ |
| T.Rowe Price Large Cap Growth Portfolio Brighthouse Funds Trust II | 51,200 | 8.4M $ | 0.43 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. | 51,186 | 8.4M $ | 0.40 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AST Large-Cap Growth Portfolio Advanced Series Trust | 50,899 | 8.4M $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AMF Aktiefond Världen AMF Fonder AB | 50,065 | 78.5M SEK | 0.15 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morningstar U.S. Equity Fund Morningstar Funds Trust | 49,960 | 9.5M $ | 0.51 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II | 49,826 | 8.2M $ | 0.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Blue Chip Growth Fund Fidelity Securities Fund | 49,800 | 9.5M $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc | 49,733 | 8.2M $ | 0.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| First Trust Large Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 49,068 | 9.4M $ | 0.74 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Skandia Global Exponering Skandia Fonder AB | 48,412 | 75.9M SEK | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust | 48,293 | 7.9M $ | 0.32 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Balanced Fund, Inc. BlackRock Balanced Fund, Inc. | 47,743 | 7.9M $ | 0.45 % | 0.00 % | as of Feb 27, 2026 ↗ |
| iShares Morningstar Value ETF iShares Trust | 47,092 | 9M $ | 0.72 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Equity Income Fund Goldman Sachs Trust | 46,956 | 7.8M $ | 1.79 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Aptus Collared Investment Opportunity ETF ETF Series Solutions | 46,609 | 8.9M $ | 0.39 % | 0.00 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. LargeCap Fund WisdomTree Trust | 46,454 | 7.6M $ | 0.57 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 46,446 | 7.7M $ | 1.18 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Swedbank Robur Transfer 60 Swedbank Robur Fonder AB | 46,300 | 72.6M SEK | 0.16 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust | 46,155 | 7.6M $ | 0.33 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Russell Top 200 ETF iShares Trust | 46,061 | 7.6M $ | 0.39 % | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 45,991 | 8.8M $ | 0.34 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Advisor Multi-Asset Income Fund Fidelity School Street Trust | 45,600 | 7.5M $ | 0.22 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 45,596 | 7.6M $ | 0.18 % | 0.00 % | as of Feb 28, 2026 ↗ |
| THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 45,540 | 7.5M $ | 0.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Global Financials ETF iShares Trust | 45,501 | 7.5M $ | 1.44 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Strategic Advisers Fidelity Alternatives Fund Fidelity Rutland Square Trust II | 45,496 | 7.6M $ | 0.17 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Neuberger Core Equity ETF Neuberger Berman ETF Trust | 45,457 | 7.6M $ | 0.86 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Transamerica Sustainable Equity Income TRANSAMERICA FUNDS | 44,668 | 8.5M $ | 4.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 44,288 | 8.4M $ | 1.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ActivePassive U.S. Equity ETF Trust for Professional Managers | 43,921 | 7.3M $ | 0.32 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 43,881 | 8.4M $ | 0.40 % | 0.00 % | as of Apr 30, 2026 ↗ |
| MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS | 43,727 | 7.2M $ | 0.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 43,708 | 7.2M $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 43,528 | 7.2M $ | 0.20 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AST Multi-Asset Diversified Portfolio Advanced Series Trust | 43,466 | 7.2M $ | 0.14 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Large Cap Value Fund American Century ETF Trust | 43,367 | 7.2M $ | 1.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Large Capital Growth Fund VALIC Co I | 42,641 | 7.1M $ | 0.90 % | 0.00 % | as of Feb 28, 2026 ↗ |
| VIP Financials Portfolio Variable Insurance Products Fund IV | 42,200 | 6.9M $ | 2.55 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity SAI Convertible Arbitrage Fund Fidelity Greenwood Street Trust | 41,700 | 7.9M $ | 0.68 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 41,318 | 6.8M $ | 1.63 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 41,111 | 6.8M $ | 0.32 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Growth and Income Portfolio LORD ABBETT SERIES FUND INC | 40,585 | 6.7M $ | 1.40 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares ESG MSCI USA Leaders ETF iShares Trust | 39,855 | 6.6M $ | 0.64 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SPP Generation 60-tal Storebrand Asset Management AS | 39,787 | 62.4M SEK | 0.13 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco MSCI North America Climate ETF Invesco Exchange-Traded Fund Trust II | 39,719 | 6.6M $ | 0.53 % | 0.00 % | as of Feb 28, 2026 ↗ |
| MFS Active Value ETF MFS Active Exchange Traded Funds Trust | 39,549 | 6.6M $ | 2.32 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Nomura VIP Asset Strategy Series Ivy Variable Insurance Portfolios | 39,341 | 6.5M $ | 1.16 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 39,164 | 7.5M $ | 0.36 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SPP Generation 70-tal Storebrand Asset Management AS | 39,147 | 61.4M SEK | 0.19 % | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 39,147 | 7.5M $ | 0.31 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Länsförsäkringar USA Aktiv Länsförsäkringar Fondförvaltning AB | 39,038 | 61.2M SEK | 1.36 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AB Large Cap Value Fund AB TRUST | 38,899 | 6.5M $ | 1.34 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 38,757 | 6.4M $ | 0.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage Large Cap Growth Fund BlackRock Funds | 38,721 | 6.4M $ | 0.40 % | 0.00 % | as of Feb 27, 2026 ↗ |
| Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 38,630 | 7.4M $ | 0.88 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Core Portfolio Forethought Variable Insurance Trust | 38,567 | 6.3M $ | 1.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Franklin Income Focus ETF Franklin Templeton ETF Trust | 37,923 | 6.2M $ | 0.46 % | 0.00 % | as of Mar 31, 2026 ↗ |
| UBS US Dividend Ruler Fund UBS FUNDS | 37,883 | 6.2M $ | 2.82 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 37,864 | 6.2M $ | 0.48 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust | 37,694 | 7.2M $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP JPMorgan U.S. Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 37,191 | 6.1M $ | 1.69 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JPMorgan U.S. GARP Equity Fund JPMorgan Trust I | 37,073 | 6.1M $ | 0.34 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Hedged Equity ETF Fidelity Greenwood Street Trust | 36,975 | 7M $ | 0.85 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 36,953 | 7M $ | 0.66 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 36,756 | 6M $ | 0.62 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 36,725 | 7M $ | 0.45 % | 0.00 % | as of Apr 30, 2026 ↗ |
| FlexShares US Quality Large Cap Index Fund FlexShares Trust | 36,120 | 6.9M $ | 0.76 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nationwide S&P 500 Index Fund Nationwide Mutual Funds | 36,089 | 6.9M $ | 0.37 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 35,904 | 5.9M $ | 0.36 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 35,800 | 5.9M $ | 0.58 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 34,514 | 5.7M $ | 0.29 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Leuthold Core Investment Fund Managed Portfolio Series | 34,257 | 5.6M $ | 1.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fundamental All Cap Core Fund John Hancock Funds II | 34,228 | 5.7M $ | 1.09 % | 0.00 % | as of Feb 28, 2026 ↗ |
| TCW Relative Value Large Cap Fund TCW FUNDS INC | 34,071 | 6.5M $ | 1.17 % | 0.00 % | as of Apr 30, 2026 ↗ |
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 | 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 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 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP, INC. | 23.95 % | 380,307,520 | as of Apr 13, 2026 · SCHEDULE 13D |
| Vanguard Capital Management | 5.65 % | 89,855,360 | as 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.
Cite this page
Titelia. "Fund shareholders of Morgan Stanley". https://titelia.com/en/stocks/morgan-stanley-US6174464486