Funds holding Morgan Stanley
1239 funds declare a position · 297 ETFs and 942 other funds · 57.7B $· 7B SEK· 215.1M € · US6174464486
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 401 | ProShares UltraPro S&P500 ProShares Trust | 56,051 | 9.3M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 402 | Capital Group Conservative Equity ETF Capital Group Conservative Equity ETF | 55,753 | 9.3M $ | 0.62 % | as of Feb 28, 2026 · Original filing |
| 403 | Nomura VIP Core Equity Series Ivy Variable Insurance Portfolios | 55,718 | 9.2M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| 404 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 55,527 | 9.1M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 405 | BlackRock Advantage Large Cap Value Fund BlackRock Large Cap Series Funds, Inc. | 55,388 | 9.2M $ | 1.22 % | as of Feb 27, 2026 · Original filing |
| 406 | VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust | 55,152 | 9.1M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 407 | AB EQUITY INCOME FUND INC AB EQUITY INCOME FUND INC | 55,060 | 9.2M $ | 1.28 % | as of Feb 28, 2026 · Original filing |
| 408 | World Selection Index Fund Northern Funds | 55,014 | 9.1M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 409 | Virtus Income & Growth Fund Virtus Investment Trust | 54,845 | 9M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 410 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 54,649 | 10.4M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 411 | SA Columbia Focused Value Portfolio SEASONS SERIES TRUST | 54,395 | 9M $ | 2.91 % | as of Mar 31, 2026 · Original filing |
| 412 | EQ/Franklin Rising Dividends Portfolio EQ Advisors Trust | 53,267 | 8.8M $ | 2.58 % | as of Mar 31, 2026 · Original filing |
| 413 | BlackRock Tactical Opportunities Fund BlackRock Funds | 52,895 | 10.1M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 414 | BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. | 52,369 | 10M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 415 | T. Rowe Price Blue Chip Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. | 52,106 | 8.6M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 416 | AMG Boston Common Global Impact Fund AMG Funds I | 52,095 | 8.6M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| 417 | State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST | 51,934 | 8.5M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 418 | SA JPMorgan Large Cap Core Portfolio SUNAMERICA SERIES TRUST | 51,894 | 9.9M $ | 1.87 % | as of Apr 30, 2026 · Original filing |
| 419 | Goldman Sachs Large Cap Equity Fund Goldman Sachs Trust | 51,872 | 8.6M $ | 0.59 % | as of Feb 28, 2026 · Original filing |
| 420 | The U.S. Equity Portfolio HC Capital Trust | 51,857 | 8.5M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 421 | AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust | 51,856 | 8.5M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 422 | T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 51,816 | 8.5M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 423 | iShares Dow Jones U.S. ETF iShares Trust | 51,753 | 9.9M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 424 | SA Franklin Systematic U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST | 51,540 | 9.8M $ | 1.69 % | as of Apr 30, 2026 · Original filing |
| 425 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 51,430 | 8.5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 426 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 51,303 | 9.8M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 427 | T.Rowe Price Large Cap Growth Portfolio Brighthouse Funds Trust II | 51,200 | 8.4M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 428 | T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. | 51,186 | 8.4M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 429 | AST Large-Cap Growth Portfolio Advanced Series Trust | 50,899 | 8.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 430 | AMF Aktiefond Världen AMF Fonder AB | 50,065 | 78.5M SEK | 0.15 % | as of Mar 31, 2026 · Original filing |
| 431 | Morningstar U.S. Equity Fund Morningstar Funds Trust | 49,960 | 9.5M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| 432 | Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II | 49,826 | 8.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 433 | Fidelity Series Blue Chip Growth Fund Fidelity Securities Fund | 49,800 | 9.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 434 | LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc | 49,733 | 8.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 435 | First Trust Large Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 49,068 | 9.4M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| 436 | Skandia Global Exponering Skandia Fonder AB | 48,412 | 75.9M SEK | 0.24 % | as of Mar 31, 2026 · Original filing |
| 437 | ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust | 48,293 | 7.9M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 438 | BlackRock Balanced Fund, Inc. BlackRock Balanced Fund, Inc. | 47,743 | 7.9M $ | 0.45 % | as of Feb 27, 2026 · Original filing |
| 439 | iShares Morningstar Value ETF iShares Trust | 47,092 | 9M $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| 440 | Goldman Sachs Equity Income Fund Goldman Sachs Trust | 46,956 | 7.8M $ | 1.79 % | as of Feb 28, 2026 · Original filing |
| 441 | Aptus Collared Investment Opportunity ETF ETF Series Solutions | 46,609 | 8.9M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| 442 | WisdomTree U.S. LargeCap Fund WisdomTree Trust | 46,454 | 7.6M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| 443 | SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 46,446 | 7.7M $ | 1.18 % | as of Feb 28, 2026 · Original filing |
| 444 | Swedbank Robur Transfer 60 Swedbank Robur Fonder AB | 46,300 | 72.6M SEK | 0.16 % | as of Mar 31, 2026 · Original filing |
| 445 | NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust | 46,155 | 7.6M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 446 | iShares Russell Top 200 ETF iShares Trust | 46,061 | 7.6M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 447 | U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 45,991 | 8.8M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 448 | Fidelity Advisor Multi-Asset Income Fund Fidelity School Street Trust | 45,600 | 7.5M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 449 | T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 45,596 | 7.6M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 450 | THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 45,540 | 7.5M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 451 | iShares Global Financials ETF iShares Trust | 45,501 | 7.5M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| 452 | Strategic Advisers Fidelity Alternatives Fund Fidelity Rutland Square Trust II | 45,496 | 7.6M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 453 | Neuberger Core Equity ETF Neuberger Berman ETF Trust | 45,457 | 7.6M $ | 0.86 % | as of Feb 28, 2026 · Original filing |
| 454 | Transamerica Sustainable Equity Income TRANSAMERICA FUNDS | 44,668 | 8.5M $ | 4.10 % | as of Apr 30, 2026 · Original filing |
| 455 | Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 44,288 | 8.4M $ | 1.10 % | as of Apr 30, 2026 · Original filing |
| 456 | ActivePassive U.S. Equity ETF Trust for Professional Managers | 43,921 | 7.3M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| 457 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 43,881 | 8.4M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| 458 | MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS | 43,727 | 7.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 459 | Diversified Equity Master Portfolio Master Investment Portfolio | 43,708 | 7.2M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 460 | Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 43,528 | 7.2M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 461 | AST Multi-Asset Diversified Portfolio Advanced Series Trust | 43,466 | 7.2M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 462 | Avantis U.S. Large Cap Value Fund American Century ETF Trust | 43,367 | 7.2M $ | 1.01 % | as of Feb 28, 2026 · Original filing |
| 463 | Large Capital Growth Fund VALIC Co I | 42,641 | 7.1M $ | 0.90 % | as of Feb 28, 2026 · Original filing |
| 464 | VIP Financials Portfolio Variable Insurance Products Fund IV | 42,200 | 6.9M $ | 2.55 % | as of Mar 31, 2026 · Original filing |
| 465 | Fidelity SAI Convertible Arbitrage Fund Fidelity Greenwood Street Trust | 41,700 | 7.9M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| 466 | State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 41,318 | 6.8M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| 467 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 41,111 | 6.8M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| 468 | Growth and Income Portfolio LORD ABBETT SERIES FUND INC | 40,585 | 6.7M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| 469 | iShares ESG MSCI USA Leaders ETF iShares Trust | 39,855 | 6.6M $ | 0.64 % | as of Feb 28, 2026 · Original filing |
| 470 | SPP Generation 60-tal Storebrand Asset Management AS | 39,787 | 62.4M SEK | 0.13 % | as of Mar 31, 2026 · Original filing |
| 471 | Invesco MSCI North America Climate ETF Invesco Exchange-Traded Fund Trust II | 39,719 | 6.6M $ | 0.53 % | as of Feb 28, 2026 · Original filing |
| 472 | MFS Active Value ETF MFS Active Exchange Traded Funds Trust | 39,549 | 6.6M $ | 2.32 % | as of Feb 28, 2026 · Original filing |
| 473 | Nomura VIP Asset Strategy Series Ivy Variable Insurance Portfolios | 39,341 | 6.5M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| 474 | NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 39,164 | 7.5M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| 475 | SPP Generation 70-tal Storebrand Asset Management AS | 39,147 | 61.4M SEK | 0.19 % | as of Mar 31, 2026 · Original filing |
| 476 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 39,147 | 7.5M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 477 | Länsförsäkringar USA Aktiv Länsförsäkringar Fondförvaltning AB | 39,038 | 61.2M SEK | 1.36 % | as of Mar 31, 2026 · Original filing |
| 478 | AB Large Cap Value Fund AB TRUST | 38,899 | 6.5M $ | 1.34 % | as of Feb 28, 2026 · Original filing |
| 479 | Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 38,757 | 6.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 480 | BlackRock Advantage Large Cap Growth Fund BlackRock Funds | 38,721 | 6.4M $ | 0.40 % | as of Feb 27, 2026 · Original filing |
| 481 | Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 38,630 | 7.4M $ | 0.88 % | as of Apr 30, 2026 · Original filing |
| 482 | Global Atlantic BlackRock Disciplined Core Portfolio Forethought Variable Insurance Trust | 38,567 | 6.3M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| 483 | Franklin Income Focus ETF Franklin Templeton ETF Trust | 37,923 | 6.2M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 484 | UBS US Dividend Ruler Fund UBS FUNDS | 37,883 | 6.2M $ | 2.82 % | as of Mar 31, 2026 · Original filing |
| 485 | Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 37,864 | 6.2M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 486 | iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust | 37,694 | 7.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 487 | LVIP JPMorgan U.S. Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 37,191 | 6.1M $ | 1.69 % | as of Mar 31, 2026 · Original filing |
| 488 | JPMorgan U.S. GARP Equity Fund JPMorgan Trust I | 37,073 | 6.1M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 489 | Fidelity Hedged Equity ETF Fidelity Greenwood Street Trust | 36,975 | 7M $ | 0.85 % | as of Apr 30, 2026 · Original filing |
| 490 | Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 36,953 | 7M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| 491 | EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 36,756 | 6M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| 492 | Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 36,725 | 7M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| 493 | FlexShares US Quality Large Cap Index Fund FlexShares Trust | 36,120 | 6.9M $ | 0.76 % | as of Apr 30, 2026 · Original filing |
| 494 | Nationwide S&P 500 Index Fund Nationwide Mutual Funds | 36,089 | 6.9M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 495 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 35,904 | 5.9M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 496 | PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 35,800 | 5.9M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 497 | SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 34,514 | 5.7M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| 498 | Leuthold Core Investment Fund Managed Portfolio Series | 34,257 | 5.6M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| 499 | Fundamental All Cap Core Fund John Hancock Funds II | 34,228 | 5.7M $ | 1.09 % | as of Feb 28, 2026 · Original filing |
| 500 | TCW Relative Value Large Cap Fund TCW FUNDS INC | 34,071 | 6.5M $ | 1.17 % | as of Apr 30, 2026 · Original filing |
Institutional managers
2463 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| 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 |
| 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 |
| Amundi | 6,981,276 | 1.1B $ | as of Mar 31, 2026 |