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 | |
|---|---|---|---|---|---|
| SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST | 60,595 | 12.8M $ | 0.39 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust | 60,222 | 12.5M $ | 0.40 % | 0.00 % | as of May 31, 2026 ↗ |
| BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. | 59,129 | 12.4M $ | 0.38 % | 0.00 % | as of Jun 30, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 59,059 | 12.3M $ | 0.65 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series | 58,369 | 12.3M $ | 0.43 % | 0.00 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 56,839 | 11.9M $ | 0.35 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 56,402 | 11.7M $ | 0.38 % | 0.00 % | as of May 31, 2026 ↗ |
| Strategic Advisers Fidelity Alternatives Fund Fidelity Rutland Square Trust II | 56,229 | 11.7M $ | 0.23 % | 0.00 % | as of May 31, 2026 ↗ |
| AB EQUITY INCOME FUND INC AB EQUITY INCOME FUND INC | 55,970 | 11.6M $ | 1.51 % | 0.00 % | as of May 31, 2026 ↗ |
| MFS Total Return Series MFS VARIABLE INSURANCE TRUST | 55,693 | 11.6M $ | 0.58 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 55,322 | 11.6M $ | 0.19 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 55,263 | 11.6M $ | 0.26 % | 0.00 % | as of Jul 31, 2026 ↗ |
| World Selection Index Fund Northern Funds | 55,261 | 11.6M $ | 0.52 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Victory Pioneer Equity Income Fund Victory Portfolios IV | 55,200 | 11.6M $ | 1.43 % | 0.00 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Blue Chip Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. | 54,320 | 11.4M $ | 0.52 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust | 54,252 | 11.3M $ | 0.38 % | 0.00 % | as of Jun 30, 2026 ↗ |
| MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS | 54,000 | 11.3M $ | 2.48 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 53,736 | 11.3M $ | 0.34 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust | 53,598 | 11.1M $ | 0.34 % | 0.00 % | as of May 29, 2026 ↗ |
| Financial Industries Fund John Hancock Investment Trust II | 53,579 | 11.3M $ | 4.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Large Cap Value Fund American Century ETF Trust | 52,830 | 11M $ | 1.41 % | 0.00 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST | 52,784 | 11M $ | 0.40 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Virtus NFJ Dividend Value Fund Virtus Investment Trust | 52,670 | 11M $ | 2.09 % | 0.00 % | as of Jun 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 52,595 | 11.1M $ | 0.20 % | 0.00 % | as of Jul 31, 2026 ↗ |
| AMG Boston Common Global Impact Fund AMG Funds I | 52,095 | 10.9M $ | 1.75 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Large Cap Equity Fund Goldman Sachs Trust | 51,603 | 10.7M $ | 0.68 % | 0.00 % | as of May 31, 2026 ↗ |
| iShares Dow Jones U.S. ETF iShares Trust | 51,151 | 10.8M $ | 0.36 % | 0.00 % | as of Jul 31, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 50,856 | 10.6M $ | 0.40 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series | 50,802 | 10.6M $ | 0.45 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AMF Aktiefond Världen AMF Fonder AB | 50,065 | 78.5M SEK | 0.15 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. | 49,556 | 10.4M $ | 0.39 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Blue Chip Growth ETF Fidelity Covington Trust | 49,236 | 10.4M $ | 0.15 % | 0.00 % | as of Jul 31, 2026 ↗ |
| The U.S. Equity Portfolio HC Capital Trust | 49,084 | 10.3M $ | 0.49 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Skandia Global Exponering Skandia Fonder AB | 48,412 | 75.9M SEK | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II | 48,338 | 10.1M $ | 0.38 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nuveen Winslow Large-Cap Growth ESG Fund Nuveen Investment Trust II | 48,300 | 10.2M $ | 1.09 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Neuberger Large Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS | 48,007 | 10M $ | 0.37 % | 0.00 % | as of May 31, 2026 ↗ |
| WisdomTree U.S. LargeCap Fund WisdomTree Trust | 47,870 | 10M $ | 0.63 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust | 47,477 | 9.9M $ | 0.39 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Aptus Collared Investment Opportunity ETF ETF Series Solutions | 47,460 | 10M $ | 0.42 % | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares Morningstar Value ETF iShares Trust | 46,855 | 9.9M $ | 0.75 % | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares Global Financials ETF iShares Trust | 46,765 | 9.8M $ | 1.67 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SA Columbia Focused Value Portfolio SEASONS SERIES TRUST | 46,575 | 9.7M $ | 2.91 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Invesco MSCI North America Climate ETF Invesco Exchange-Traded Fund Trust II | 46,451 | 9.7M $ | 0.43 % | 0.00 % | as of May 31, 2026 ↗ |
| Goldman Sachs Equity Income Fund Goldman Sachs Trust | 46,398 | 9.7M $ | 2.17 % | 0.00 % | as of May 31, 2026 ↗ |
| Swedbank Robur Transfer 60 Swedbank Robur Fonder AB | 46,300 | 72.6M SEK | 0.16 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares UltraPro S&P500 ProShares Trust | 46,252 | 9.6M $ | 0.17 % | 0.00 % | as of May 31, 2026 ↗ |
| U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 45,991 | 9.7M $ | 0.36 % | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares Core Dividend ETF iShares Trust | 45,796 | 9.6M $ | 0.56 % | 0.00 % | as of Jul 31, 2026 ↗ |
| BlackRock Balanced Fund, Inc. BlackRock Balanced Fund, Inc. | 45,558 | 9.5M $ | 0.52 % | 0.00 % | as of May 29, 2026 ↗ |
| SA Franklin Systematic U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST | 45,441 | 9.6M $ | 1.57 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 45,355 | 9.5M $ | 0.42 % | 0.00 % | as of Jul 31, 2026 ↗ |
| EQ/Franklin Rising Dividends Portfolio EQ Advisors Trust | 45,340 | 9.5M $ | 2.62 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust | 45,267 | 9.5M $ | 0.35 % | 0.00 % | as of Jun 30, 2026 ↗ |
| LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc | 45,189 | 9.4M $ | 0.38 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 45,173 | 9.5M $ | 1.20 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Franklin Income Focus ETF Franklin Templeton ETF Trust | 44,803 | 9.4M $ | 0.58 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 44,650 | 9.3M $ | 0.23 % | 0.00 % | as of May 31, 2026 ↗ |
| NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust | 44,429 | 9.3M $ | 0.36 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Russell Top 200 ETF iShares Trust | 44,274 | 9.3M $ | 0.42 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 44,179 | 9.2M $ | 0.38 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Large Capital Growth Fund VALIC Co I | 43,927 | 9.1M $ | 1.12 % | 0.00 % | as of May 31, 2026 ↗ |
| BlackRock Advantage Large Cap Growth Fund BlackRock Funds | 43,572 | 9.1M $ | 0.47 % | 0.00 % | as of May 29, 2026 ↗ |
| UBS US Dividend Ruler Fund UBS FUNDS | 43,425 | 9.1M $ | 3.71 % | 0.00 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Value ETF T. Rowe Price Exchange-Traded Funds, Inc. | 43,134 | 9M $ | 0.96 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ActivePassive U.S. Equity ETF Trust for Professional Managers | 42,085 | 8.8M $ | 0.34 % | 0.00 % | as of May 31, 2026 ↗ |
| SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 41,765 | 8.7M $ | 1.37 % | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity SAI Convertible Arbitrage Fund Fidelity Greenwood Street Trust | 41,700 | 8.8M $ | 0.69 % | 0.00 % | as of Jul 31, 2026 ↗ |
| MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS | 41,366 | 8.6M $ | 0.39 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Capital Income Builder AMERICAN FUNDS INSURANCE SERIES | 41,099 | 8.6M $ | 0.49 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 40,844 | 8.5M $ | 0.36 % | 0.00 % | as of May 31, 2026 ↗ |
| Innovator Equity Managed Floor ETF Innovator ETFs Trust | 40,217 | 8.5M $ | 0.40 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SPP Generation 60-tal Storebrand Asset Management AS | 39,787 | 62.4M SEK | 0.13 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Growth and Income Portfolio LORD ABBETT SERIES FUND INC | 39,505 | 8.3M $ | 1.68 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Morningstar U.S. Equity Fund Morningstar Funds Trust | 39,475 | 8.3M $ | 0.43 % | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares ESG MSCI USA Leaders ETF iShares Trust | 39,416 | 8.2M $ | 0.72 % | 0.00 % | as of May 31, 2026 ↗ |
| NYLIM S&P 500 Index Fund NYLIM FUNDS TRUST | 39,366 | 8.3M $ | 0.39 % | 0.00 % | as of Jul 31, 2026 ↗ |
| AST Multi-Asset Diversified Portfolio Advanced Series Trust | 39,174 | 8.2M $ | 0.16 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AB Large Cap Value Fund AB TRUST | 39,160 | 8.2M $ | 1.55 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SPP Generation 70-tal Storebrand Asset Management AS | 39,147 | 61.4M SEK | 0.19 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar USA Aktiv Länsförsäkringar Fondförvaltning AB | 39,038 | 61.2M SEK | 1.36 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 38,630 | 8.1M $ | 0.92 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SA JPMorgan Large Cap Core Portfolio SUNAMERICA SERIES TRUST | 38,463 | 8.1M $ | 1.59 % | 0.00 % | as of Jul 31, 2026 ↗ |
| BALANCED PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 38,370 | 8M $ | 0.20 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Invesco S&P 500 High Beta ETF Invesco Exchange-Traded Fund Trust II | 38,349 | 8M $ | 0.78 % | 0.00 % | as of May 31, 2026 ↗ |
| FlexShares US Quality Large Cap Index Fund FlexShares Trust | 37,632 | 7.9M $ | 0.78 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 37,185 | 7.8M $ | 0.39 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Invesco Dorsey Wright Momentum ETF Invesco Exchange-Traded Fund Trust | 37,048 | 7.8M $ | 0.54 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Nationwide BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Mutual Funds | 36,969 | 7.8M $ | 0.81 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust | 36,966 | 7.7M $ | 0.39 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Momentum Factor ETF Fidelity Covington Trust | 36,829 | 7.7M $ | 0.86 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Invesco V.I. Core Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 36,528 | 7.6M $ | 1.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 36,426 | 7.6M $ | 0.52 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VIP Financials Portfolio Variable Insurance Products Fund IV | 35,600 | 7.4M $ | 2.70 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PGIM Quant Solutions Large-Cap Core Fund Prudential Investment Portfolios 9 | 35,000 | 7.4M $ | 0.70 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Neuberger Multi-Cap Opportunities Fund NEUBERGER BERMAN EQUITY FUNDS | 35,000 | 7.3M $ | 2.89 % | 0.00 % | as of May 31, 2026 ↗ |
| Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 34,484 | 7.3M $ | 0.63 % | 0.00 % | as of Jul 31, 2026 ↗ |
| LVIP JPMorgan U.S. Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 34,343 | 7.2M $ | 1.75 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AST Large-Cap Value Portfolio Advanced Series Trust | 34,021 | 7.1M $ | 0.18 % | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 34,012 | 7.1M $ | 0.65 % | 0.00 % | as of Jun 30, 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