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 | |
|---|---|---|---|---|---|
| Nationwide S&P 500 Index Fund Nationwide Mutual Funds | 33,937 | 7.1M $ | 0.39 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Lysa Global Equity Broad Lysa Fonder AB | 33,894 | 53.1M SEK | 0.26 % | 0.00 % | as of Mar 31, 2026 ↗ |
| First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 33,703 | 7.1M $ | 0.45 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 33,621 | 7M $ | 0.42 % | 0.00 % | as of May 31, 2026 ↗ |
| Nomura VIP Asset Strategy Series Ivy Variable Insurance Portfolios | 33,512 | 7M $ | 1.21 % | 0.00 % | as of Jun 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 33,324 | 7M $ | 0.28 % | 0.00 % | as of Jul 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 33,022 | 6.9M $ | 0.32 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P 500(R) ESG ETF SPDR SERIES TRUST | 32,878 | 6.9M $ | 0.63 % | 0.00 % | as of Jun 30, 2026 ↗ |
| TCW Relative Value Large Cap Fund TCW FUNDS INC | 32,847 | 6.9M $ | 1.24 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Diversified Equity Alpha Master Portfolio Master Investment Portfolio | 32,778 | 6.9M $ | 0.24 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Transamerica Sustainable Equity Income TRANSAMERICA FUNDS | 32,752 | 6.9M $ | 3.15 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 32,376 | 6.8M $ | 1.61 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street S&P 500 Index Fund SSGA FUNDS | 32,338 | 6.7M $ | 0.39 % | 0.00 % | as of May 31, 2026 ↗ |
| PRAXIS VALUE INDEX FUND Praxis Mutual Funds | 32,291 | 6.8M $ | 1.10 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Victory Market Neutral Income Fund Victory Portfolios II | 32,207 | 6.7M $ | 0.21 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Core Portfolio Forethought Variable Insurance Trust | 32,170 | 6.7M $ | 0.98 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Hennessy Cornerstone Value Fund Hennessy Funds Trust | 32,100 | 6.8M $ | 2.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SFT Index 500 Fund Securian Funds Trust | 31,854 | 6.7M $ | 0.38 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AQR Large Cap Multi-Style Fund AQR Funds | 31,752 | 6.6M $ | 0.35 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Janus Henderson VIT Global Research Portfolio Janus Aspen Series | 31,751 | 6.6M $ | 0.61 % | 0.00 % | as of Jun 30, 2026 ↗ |
| JPMorgan U.S. GARP Equity Fund JPMorgan Trust I | 31,720 | 6.6M $ | 0.42 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 31,614 | 6.6M $ | 0.34 % | 0.00 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 31,311 | 6.5M $ | 0.36 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SA U.S. Value Fund SA FUNDS INVESTMENT TRUST | 31,148 | 6.5M $ | 1.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 30,633 | 6.4M $ | 0.28 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Green Century Equity Fund GREEN CENTURY FUNDS | 30,585 | 6.4M $ | 0.81 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 30,443 | 6.4M $ | 0.20 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Growth Company K6 Fund Fidelity Mt. Vernon Street Trust | 30,310 | 6.3M $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| VictoryShares WestEnd US Sector ETF Victory Portfolios II | 30,276 | 6.3M $ | 0.62 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST | 30,246 | 6.3M $ | 0.39 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 30,154 | 6.3M $ | 0.64 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 30,151 | 6.3M $ | 0.30 % | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 30,120 | 6.3M $ | 0.34 % | 0.00 % | as of May 31, 2026 ↗ |
| BlackRock Advantage Global Fund, Inc. BlackRock Advantage Global Fund, Inc. | 29,888 | 6.2M $ | 1.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Financial Industries Trust John Hancock Variable Insurance Trust | 29,872 | 6.2M $ | 4.89 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 29,632 | 6.2M $ | 0.34 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Lannebo Marknad Global Lannebo Kapitalförvaltning AB | 29,348 | 46M SEK | 0.31 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust Large Cap Value Fund Goldman Sachs Variable Insurance Trust | 29,235 | 6.1M $ | 2.16 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nordea Generationsfond 70-tal Nordea Funds Ab | 28,936 | 44.5M SEK | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust | 28,889 | 6.1M $ | 0.36 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Myriad Dynamic Asset Allocation ETF Series Portfolios Trust | 28,878 | 6M $ | 1.33 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 28,800 | 6.1M $ | 0.73 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 28,764 | 6.1M $ | 0.39 % | 0.00 % | as of Jul 31, 2026 ↗ |
| WisdomTree U.S. Efficient Core Fund WisdomTree Trust | 28,711 | 6M $ | 0.44 % | 0.00 % | as of Jun 30, 2026 ↗ |
| COPLEY INVESTMENT FUND Centaur Mutual Funds Trust | 28,489 | 6M $ | 4.99 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Allspring Index Fund ALLSPRING FUNDS TRUST | 28,054 | 5.9M $ | 0.38 % | 0.00 % | as of Jun 30, 2026 ↗ |
| NVIT J.P. Morgan Equity and Options Total Return Fund Nationwide Variable Insurance Trust | 28,000 | 5.9M $ | 0.83 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Dividend Growth Portfolio LORD ABBETT SERIES FUND INC | 27,994 | 5.9M $ | 2.91 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Transamerica Janus Balanced VP TRANSAMERICA SERIES TRUST | 27,987 | 5.9M $ | 0.73 % | 0.00 % | as of Jun 30, 2026 ↗ |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 27,832 | 5.8M $ | 0.26 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS | 27,632 | 5.8M $ | 0.45 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds | 27,565 | 5.8M $ | 0.36 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Victory Pioneer Disciplined Value Fund Victory Portfolios IV | 27,519 | 5.7M $ | 1.37 % | 0.00 % | as of May 31, 2026 ↗ |
| Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 27,374 | 5.7M $ | 0.45 % | 0.00 % | as of May 31, 2026 ↗ |
| MassMutual Blue Chip Growth Fund MASSMUTUAL SELECT FUNDS | 27,090 | 5.7M $ | 0.30 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Large Cap Value Fund Goldman Sachs Trust | 26,912 | 5.6M $ | 1.22 % | 0.00 % | as of May 31, 2026 ↗ |
| PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund | 26,819 | 5.6M $ | 0.19 % | 0.00 % | as of Jun 30, 2026 ↗ |
| CTIVP - Wellington Large Cap Value Fund Columbia Funds Variable Series Trust II | 26,525 | 5.5M $ | 0.52 % | 0.00 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Growth Stock ETF T. Rowe Price Exchange-Traded Funds, Inc. | 26,117 | 5.5M $ | 0.53 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 26,103 | 5.4M $ | 0.41 % | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Hedged Equity ETF Fidelity Greenwood Street Trust | 26,044 | 5.5M $ | 0.59 % | 0.00 % | as of Jul 31, 2026 ↗ |
| LargeCap Value Fund III Principal Funds, Inc | 26,032 | 5.5M $ | 0.24 % | 0.00 % | as of Jul 31, 2026 ↗ |
| M Large Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 25,900 | 5.4M $ | 2.48 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Growth Company Fund Fidelity Mt. Vernon Street Trust | 25,900 | 5.4M $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 25,532 | 5.3M $ | 0.29 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Transamerica Multi-Managed Balanced TRANSAMERICA FUNDS | 25,072 | 5.3M $ | 0.35 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Transamerica Multi-Asset Income TRANSAMERICA FUNDS | 25,072 | 5.3M $ | 0.60 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds | 24,921 | 5.2M $ | 0.72 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Fundamental Large Cap Growth ETF Fidelity Covington Trust | 24,781 | 5.2M $ | 0.88 % | 0.00 % | as of Jul 31, 2026 ↗ |
| BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. | 24,596 | 5.2M $ | 0.39 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 24,419 | 5.1M $ | 0.42 % | 0.00 % | as of Jun 30, 2026 ↗ |
| George Putnam Balanced Fund George Putnam Balanced Fund | 24,303 | 5.1M $ | 0.21 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | 24,301 | 5.1M $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity MSCI North American Subset Index ETF Fidelity Covington Trust | 24,160 | 5.1M $ | 0.42 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust | 24,113 | 5M $ | 0.29 % | 0.00 % | as of May 31, 2026 ↗ |
| Invesco V.I. Diversified Dividend Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 23,971 | 5M $ | 1.11 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Equity Factor ETF iShares Trust | 23,675 | 5M $ | 0.14 % | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares Morningstar U.S. Equity ETF iShares Trust | 23,390 | 4.9M $ | 0.39 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust | 23,216 | 4.9M $ | 0.10 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Loomis Sayles Strategic Income Fund LOOMIS SAYLES FUNDS II | 23,004 | 4.8M $ | 0.18 % | 0.00 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 22,981 | 4.8M $ | 0.27 % | 0.00 % | as of Jun 30, 2026 ↗ |
| CastleArk Large Growth ETF ADVISORS' INNER CIRCLE FUND II | 22,970 | 4.8M $ | 1.51 % | 0.00 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 22,797 | 4.7M $ | 0.22 % | 0.00 % | as of May 31, 2026 ↗ |
| T. Rowe Price Global Growth Stock Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. | 22,706 | 4.8M $ | 0.54 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Global Equity Fund RUSSELL INVESTMENT CO | 22,571 | 4.7M $ | 0.12 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust | 22,227 | 4.6M $ | 0.52 % | 0.00 % | as of May 31, 2026 ↗ |
| AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 22,144 | 4.6M $ | 0.39 % | 0.00 % | as of Jun 30, 2026 ↗ |
| LVIP Avantis Large Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 21,936 | 4.6M $ | 1.69 % | 0.00 % | as of Jun 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 21,887 | 4.6M $ | 0.32 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Franklin U.S. Large Cap Equity Fund Legg Mason Partners Investment Trust | 21,872 | 4.5M $ | 0.87 % | 0.00 % | as of May 29, 2026 ↗ |
| GuideMark Large Cap Core Fund GPS Funds I | 21,652 | 4.5M $ | 0.55 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 21,562 | 4.5M $ | 0.56 % | 0.00 % | as of Jul 31, 2026 ↗ |
| John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 21,402 | 4.5M $ | 0.38 % | 0.00 % | as of Jun 30, 2026 ↗ |
| JNL/JPMorgan Hedged Equity Fund JNL Series Trust | 21,287 | 4.4M $ | 0.56 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Transamerica Multi-Managed Balanced VP TRANSAMERICA SERIES TRUST | 21,273 | 4.4M $ | 0.35 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 21,254 | 4.4M $ | 0.42 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Invesco MSCI Global Climate 500 ETF Invesco Exchange-Traded Fund Trust II | 21,245 | 4.5M $ | 0.29 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Neuberger Core Equity ETF Neuberger Berman ETF Trust | 21,192 | 4.4M $ | 0.50 % | 0.00 % | as of May 31, 2026 ↗ |
| Harbor Human Capital Factor US Large Cap ETF Harbor ETF Trust | 21,158 | 4.5M $ | 0.91 % | 0.00 % | as of Jul 31, 2026 ↗ |
| WESTWOOD INCOME OPPORTUNITY FUND Ultimus Managers Trust | 21,046 | 4.4M $ | 0.75 % | 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