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 | |
|---|---|---|---|---|---|
| AST Large-Cap Value Portfolio Advanced Series Trust | 34,021 | 5.6M $ | 0.15 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Lysa Global Equity Broad Lysa Fonder AB | 33,894 | 53.1M SEK | 0.26 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Momentum Factor ETF Fidelity Covington Trust | 33,866 | 6.5M $ | 0.77 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 33,700 | 6.4M $ | 0.82 % | 0.00 % | as of Apr 30, 2026 ↗ |
| DIAMOND HILL LONG SHORT FUND Diamond Hill Funds | 33,691 | 5.5M $ | 0.25 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus Large Cap Value Fund ADVISORS' INNER CIRCLE III | 33,611 | 6.4M $ | 1.82 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 33,170 | 5.5M $ | 0.61 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Blue Chip Growth ETF Fidelity Covington Trust | 33,067 | 6.3M $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street S&P 500 Index Fund SSGA FUNDS | 32,938 | 5.5M $ | 0.34 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust | 32,879 | 5.4M $ | 0.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator Equity Managed Floor ETF Innovator ETFs Trust | 32,729 | 6.2M $ | 0.38 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Hennessy Cornerstone Value Fund Hennessy Funds Trust | 32,700 | 6.2M $ | 1.89 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SFT Index 500 Fund Securian Funds Trust | 32,637 | 5.4M $ | 0.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PRAXIS VALUE INDEX FUND Praxis Mutual Funds | 32,291 | 5.3M $ | 0.98 % | 0.00 % | as of Mar 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 32,186 | 6.1M $ | 0.30 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Janus Henderson Global Research Portfolio JANUS ASPEN SERIES | 32,176 | 5.3M $ | 0.55 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Transamerica Janus Balanced VP TRANSAMERICA SERIES TRUST | 32,058 | 5.3M $ | 0.69 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Value ETF T. Rowe Price Exchange-Traded Funds, Inc. | 32,015 | 5.3M $ | 0.86 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AQR Large Cap Momentum Style Fund AQR Funds | 31,752 | 5.2M $ | 0.92 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA U.S. Value Fund SA FUNDS INVESTMENT TRUST | 31,663 | 5.2M $ | 0.90 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Financial Industries Trust John Hancock Variable Insurance Trust | 31,356 | 5.2M $ | 4.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 31,106 | 5.2M $ | 0.35 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Bright Rock Quality Large Cap Fund Trust for Professional Managers | 31,000 | 6.4M $ | 1.43 % | 0.00 % | as of May 31, 2026 ↗ |
| Neuberger Multi-Cap Opportunities Fund NEUBERGER BERMAN EQUITY FUNDS | 31,000 | 5.2M $ | 2.05 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Green Century Equity Fund GREEN CENTURY FUNDS | 30,697 | 5.9M $ | 0.75 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Invesco S&P 500 High Beta ETF Invesco Exchange-Traded Fund Trust II | 30,495 | 5.1M $ | 0.79 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 30,491 | 5.1M $ | 0.26 % | 0.00 % | as of Feb 28, 2026 ↗ |
| NVIT J.P. Morgan Equity and Options Total Return Fund Nationwide Variable Insurance Trust | 30,406 | 5M $ | 0.74 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Victory Market Neutral Income Fund Victory Portfolios II | 30,164 | 5M $ | 0.17 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 30,101 | 5M $ | 0.36 % | 0.00 % | as of Feb 28, 2026 ↗ |
| First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 29,860 | 5.7M $ | 0.38 % | 0.00 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. Efficient Core Fund WisdomTree Trust | 29,604 | 4.9M $ | 0.40 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 29,569 | 4.9M $ | 0.31 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST | 29,452 | 4.8M $ | 0.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Lannebo Marknad Global Lannebo Kapitalförvaltning AB | 29,348 | 46M SEK | 0.31 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Columbia Large Cap Enhanced Core Fund COLUMBIA FUNDS SERIES TRUST | 29,110 | 4.8M $ | 1.10 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S&P 500(R) ESG ETF SPDR SERIES TRUST | 29,003 | 4.8M $ | 0.52 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nordea Generationsfond 70-tal Nordea Funds Ab | 28,936 | 44.5M SEK | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds | 28,784 | 5.5M $ | 0.35 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Allspring Index Fund ALLSPRING FUNDS TRUST | 28,746 | 4.7M $ | 0.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund | 28,719 | 4.7M $ | 0.17 % | 0.00 % | as of Mar 31, 2026 ↗ |
| COPLEY INVESTMENT FUND Centaur Mutual Funds Trust | 28,489 | 5.4M $ | 4.87 % | 0.00 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Global Growth Stock Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. | 28,466 | 5.4M $ | 0.53 % | 0.00 % | as of Apr 30, 2026 ↗ |
| MassMutual Blue Chip Growth Fund MASSMUTUAL SELECT FUNDS | 28,283 | 4.7M $ | 0.26 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dividend Growth Portfolio LORD ABBETT SERIES FUND INC | 28,180 | 4.6M $ | 2.45 % | 0.00 % | as of Mar 31, 2026 ↗ |
| The Value Fund COMMERCE FUNDS | 27,855 | 5.3M $ | 2.31 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds | 27,677 | 5.3M $ | 0.72 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 27,588 | 4.5M $ | 0.32 % | 0.00 % | as of Mar 31, 2026 ↗ |
| CTIVP - Wellington Large Cap Value Fund Columbia Funds Variable Series Trust II | 27,538 | 4.5M $ | 0.46 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Victory Pioneer Disciplined Value Fund Victory Portfolios IV | 27,519 | 4.6M $ | 1.08 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust | 27,456 | 5.2M $ | 0.34 % | 0.00 % | as of Apr 30, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 27,417 | 4.5M $ | 0.37 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 27,214 | 4.5M $ | 0.14 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS | 27,127 | 5.2M $ | 0.43 % | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND | 26,895 | 4.5M $ | 1.15 % | 0.00 % | as of Feb 28, 2026 ↗ |
| VictoryShares WestEnd US Sector ETF Victory Portfolios II | 26,848 | 4.4M $ | 0.55 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JPMorgan Global Allocation Fund JPMorgan Trust I | 26,755 | 5.1M $ | 0.19 % | 0.00 % | as of Apr 30, 2026 ↗ |
| BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. | 26,388 | 5M $ | 0.37 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Virtus NFJ Dividend Value Fund Virtus Investment Trust | 26,070 | 4.3M $ | 0.89 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Loomis Sayles Strategic Income Fund LOOMIS SAYLES FUNDS II | 26,008 | 4.3M $ | 0.16 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Transamerica Multi-Managed Balanced TRANSAMERICA FUNDS | 25,868 | 4.9M $ | 0.33 % | 0.00 % | as of Apr 30, 2026 ↗ |
| BALANCED PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 25,826 | 4.3M $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Artisan Value Fund Artisan Partners Funds Inc. | 25,500 | 4.2M $ | 1.51 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 25,114 | 4.1M $ | 0.38 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Transamerica Multi-Asset Income TRANSAMERICA FUNDS | 25,072 | 4.8M $ | 0.54 % | 0.00 % | as of Apr 30, 2026 ↗ |
| M Large Cap Value Fund M FUND INC | 25,000 | 4.1M $ | 2.14 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 24,909 | 4.1M $ | 0.35 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AZL Fidelity Institutional Asset Management Multi-Strategy Fund Allianz Variable Insurance Products Trust | 24,549 | 4M $ | 0.32 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 24,449 | 4.1M $ | 0.39 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | 24,301 | 4M $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Myriad Dynamic Asset Allocation ETF Series Portfolios Trust | 24,277 | 4M $ | 1.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 23,817 | 3.9M $ | 0.19 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Growth Stock ETF T. Rowe Price Exchange-Traded Funds, Inc. | 23,817 | 3.9M $ | 0.46 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust | 23,681 | 3.9M $ | 0.25 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Morningstar U.S. Equity ETF iShares Trust | 23,542 | 4.5M $ | 0.37 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 23,468 | 3.9M $ | 0.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Equity Factor ETF iShares Trust | 23,376 | 4.5M $ | 0.14 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 23,340 | 3.8M $ | 0.23 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust | 23,216 | 3.8M $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 23,178 | 3.8M $ | 0.30 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PSF Global Portfolio Prudential Series Fund | 23,043 | 3.8M $ | 0.37 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 22,909 | 3.8M $ | 0.61 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global Equity Fund RUSSELL INVESTMENT CO | 22,904 | 4.4M $ | 0.11 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Fundamental Large Cap Growth ETF Fidelity Covington Trust | 22,778 | 4.3M $ | 0.74 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 22,751 | 4.3M $ | 0.54 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 22,705 | 3.8M $ | 0.41 % | 0.00 % | as of Feb 28, 2026 ↗ |
| GuideMark Large Cap Core Fund GPS Funds I | 22,535 | 3.7M $ | 0.51 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST | 22,440 | 4.3M $ | 0.31 % | 0.00 % | as of Apr 30, 2026 ↗ |
| VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 22,390 | 3.7M $ | 0.39 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PGIM Quant Solutions Large-Cap Value Fund Prudential Investment Portfolios 3 | 22,362 | 3.7M $ | 1.46 % | 0.00 % | as of Feb 27, 2026 ↗ |
| Balanced Fund American Century Mutual Funds, Inc. | 21,910 | 4.2M $ | 0.46 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust | 21,821 | 3.6M $ | 0.45 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST | 21,800 | 3.6M $ | 0.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 21,782 | 3.6M $ | 0.31 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares S&P 500 High Income ETF ProShares Trust | 21,496 | 3.6M $ | 0.29 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust | 21,329 | 4.1M $ | 1.47 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Invesco MSCI Global Climate 500 ETF Invesco Exchange-Traded Fund Trust II | 21,306 | 4.1M $ | 0.27 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Value Advantage Portfolio PACIFIC SELECT FUND | 21,283 | 3.5M $ | 0.77 % | 0.00 % | as of Mar 31, 2026 ↗ |
| John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 21,181 | 3.5M $ | 0.34 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Harbor Human Capital Factor US Large Cap ETF Harbor ETF Trust | 21,122 | 4M $ | 0.86 % | 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