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 | |
|---|---|---|---|---|---|
| Horizon Defined Risk Fund Horizon Funds | 20,928 | 4.4M $ | 0.41 % | 0.00 % | as of May 31, 2026 ↗ |
| AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 20,800 | 4.3M $ | 0.65 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs U.S. Equity Insights Fund Goldman Sachs Trust | 20,753 | 4.4M $ | 0.39 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 20,682 | 4.3M $ | 0.33 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares S&P 500 High Income ETF ProShares Trust | 20,436 | 4.3M $ | 0.33 % | 0.00 % | as of May 31, 2026 ↗ |
| Value Equity Index Fund GuideStone Funds | 20,404 | 4.3M $ | 0.72 % | 0.00 % | as of Jun 30, 2026 ↗ |
| TCW Transform 500 ETF TCW ETF Trust | 20,338 | 4.3M $ | 0.39 % | 0.00 % | as of Jul 31, 2026 ↗ |
| WesMark Large Company Fund WesMark Funds | 20,321 | 4.2M $ | 1.15 % | 0.00 % | as of Jun 30, 2026 ↗ |
| The Value Fund COMMERCE FUNDS | 20,255 | 4.3M $ | 1.88 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST | 20,105 | 4.2M $ | 0.32 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST | 20,050 | 4.2M $ | 0.38 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Victory Growth & Income Fund Victory Portfolios III | 19,964 | 4.2M $ | 0.18 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Xtrackers MSCI USA Selection Equity ETF DBX ETF Trust | 19,824 | 4.1M $ | 0.72 % | 0.00 % | as of May 29, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 19,788 | 4.1M $ | 0.13 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nationwide Schroders Global Equity Fund Nationwide Mutual Funds | 19,784 | 4.2M $ | 1.38 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 19,770 | 4.1M $ | 0.21 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional US Large Cap Vector ETF Dimensional ETF Trust | 19,279 | 4.1M $ | 0.77 % | 0.00 % | as of Jul 31, 2026 ↗ |
| U.S. Quality ESG Fund Northern Funds | 19,235 | 4M $ | 1.09 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 19,159 | 4M $ | 0.89 % | 0.00 % | as of May 31, 2026 ↗ |
| Calamos Hedged Equity Fund CALAMOS INVESTMENT TRUST/IL | 19,045 | 4M $ | 0.46 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Penn Series Index 500 Fund Penn Series Funds Inc | 18,996 | 4M $ | 0.40 % | 0.00 % | as of Jun 30, 2026 ↗ |
| JNL/WMC Value Fund JNL Series Trust | 18,887 | 3.9M $ | 0.42 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Xtrackers S&P 100 Ex Top 20 ETF DBX ETF Trust | 18,836 | 3.9M $ | 1.70 % | 0.00 % | as of May 29, 2026 ↗ |
| Wilmington Enhanced Dividend Income Strategy Fund Wilmington Funds | 18,498 | 3.9M $ | 4.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust | 18,341 | 3.8M $ | 0.20 % | 0.00 % | as of Jun 30, 2026 ↗ |
| GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 18,312 | 3.8M $ | 0.22 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Skandia Nordamerika Exponering Skandia Fonder AB | 18,238 | 28.6M SEK | 0.31 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST | 18,227 | 3.8M $ | 0.16 % | 0.00 % | as of May 31, 2026 ↗ |
| AVIP BlackRock Advantage Large Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc | 18,119 | 3.8M $ | 1.12 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PGIM Quant Solutions Large-Cap Value Fund Prudential Investment Portfolios 3 | 18,062 | 3.8M $ | 1.46 % | 0.00 % | as of May 29, 2026 ↗ |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 18,004 | 3.7M $ | 0.21 % | 0.00 % | as of May 31, 2026 ↗ |
| OAK HARVEST LONG/SHORT HEDGED EQUITY Capitol Series Trust | 18,000 | 3.7M $ | 3.37 % | 0.00 % | as of May 31, 2026 ↗ |
| MFS Active Growth ETF MFS Active Exchange Traded Funds Trust | 17,977 | 3.7M $ | 1.09 % | 0.00 % | as of May 31, 2026 ↗ |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 17,909 | 3.7M $ | 0.21 % | 0.00 % | as of May 31, 2026 ↗ |
| Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust | 17,780 | 3.7M $ | 0.59 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust | 17,712 | 3.7M $ | 1.22 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Victory Value Fund Victory Portfolios III | 17,349 | 3.7M $ | 0.24 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Systematic Core Fund VALIC Co I | 17,240 | 3.6M $ | 0.53 % | 0.00 % | as of May 31, 2026 ↗ |
| EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 17,159 | 3.6M $ | 0.14 % | 0.00 % | as of Jun 30, 2026 ↗ |
| BLUE CURRENT GLOBAL DIVIDEND FUND Ultimus Managers Trust | 17,100 | 3.6M $ | 3.65 % | 0.00 % | as of May 31, 2026 ↗ |
| Knights of Columbus Large Cap Value Fund ADVISORS' INNER CIRCLE III | 17,023 | 3.6M $ | 0.97 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Equity Growth K6 Fund Fidelity Mt. Vernon Street Trust | 16,960 | 3.5M $ | 0.94 % | 0.00 % | as of May 31, 2026 ↗ |
| VALUE EQUITY FUND GuideStone Funds | 16,911 | 3.5M $ | 0.40 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional US Large Cap Core Equity Market ETF Dimensional ETF Trust | 16,847 | 3.5M $ | 0.23 % | 0.00 % | as of Jul 31, 2026 ↗ |
| PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 | 16,690 | 3.5M $ | 0.38 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Gotham Enhanced 500 ETF Tidal Trust I | 16,620 | 3.5M $ | 0.49 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fundamental Equity Portfolio LORD ABBETT SERIES FUND INC | 16,576 | 3.5M $ | 1.63 % | 0.00 % | as of Jun 30, 2026 ↗ |
| DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 16,527 | 3.5M $ | 0.39 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Enhanced U.S. Equity ETF Goldman Sachs ETF Trust | 16,448 | 3.4M $ | 0.96 % | 0.00 % | as of May 31, 2026 ↗ |
| Indecap Guide 1 Indecap Fonder AB | 16,445 | 25.8M SEK | 0.37 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Value Advantage Portfolio PACIFIC SELECT FUND | 16,418 | 3.4M $ | 0.84 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares ESG Aware MSCI USA Value ETF iShares Trust | 16,409 | 3.4M $ | 1.00 % | 0.00 % | as of May 31, 2026 ↗ |
| RMB Fund RMB Investors Trust | 16,006 | 3.3M $ | 2.79 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 16,005 | 3.3M $ | 0.48 % | 0.00 % | as of May 31, 2026 ↗ |
| Nomura VIP Global Growth Series Ivy Variable Insurance Portfolios | 15,829 | 3.3M $ | 1.98 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust | 15,798 | 3.3M $ | 0.39 % | 0.00 % | as of Jun 30, 2026 ↗ |
| NAA LARGE CORE FUND New Age Alpha Funds Trust | 15,781 | 3.3M $ | 1.17 % | 0.00 % | as of Jun 30, 2026 ↗ |
| LargeCap Growth Account I Principal Variable Contract Funds, Inc | 15,690 | 3.3M $ | 0.55 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AVIP BlackRock Balanced Allocation Portfolio AuguStar Variable Insurance Products Fund Inc | 15,676 | 3.3M $ | 0.92 % | 0.00 % | as of Jun 30, 2026 ↗ |
| NAA LARGE CORE SERIES New Age Alpha Variable Funds Trust | 15,674 | 3.3M $ | 1.16 % | 0.00 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 15,565 | 3.2M $ | 0.16 % | 0.00 % | as of May 31, 2026 ↗ |
| MFS Total Return Portfolio Brighthouse Funds Trust II | 15,544 | 3.2M $ | 0.57 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SA Large Cap Growth Index Portfolio SUNAMERICA SERIES TRUST | 15,478 | 3.3M $ | 0.44 % | 0.00 % | as of Jul 31, 2026 ↗ |
| AMF Aktiefond Nordamerika AMF Fonder AB | 15,449 | 24.2M SEK | 0.34 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 15,429 | 3.2M $ | 0.32 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nordea Generationsfond 80-tal Nordea Funds Ab | 15,374 | 23.7M SEK | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Matrix Advisors Dividend Fund Matrix Advisors Funds Trust | 15,200 | 3.2M $ | 4.93 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nordea Generationsfond 50-tal Nordea Funds Ab | 15,137 | 23.3M SEK | 0.16 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MFS Research Series MFS VARIABLE INSURANCE TRUST | 15,074 | 3.2M $ | 0.84 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AB Select US Long/Short Portfolio AB CAP FUND, INC. | 15,069 | 3.2M $ | 0.21 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AZL Fidelity Institutional Asset Management Multi-Strategy Fund Allianz Variable Insurance Products Trust | 14,895 | 3.1M $ | 0.24 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Large Cap Value Fund ULTRA SERIES FUND | 14,816 | 3.1M $ | 1.98 % | 0.00 % | as of Jun 30, 2026 ↗ |
| NYLIM Winslow Large Cap Growth ETF NYLIM Active ETF Trust | 14,797 | 3.1M $ | 1.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Large Cap Blend Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 14,657 | 3.1M $ | 1.75 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 14,600 | 3.1M $ | 0.28 % | 0.00 % | as of Jun 30, 2026 ↗ |
| JPMorgan U.S. Sustainable Leaders Fund JPMorgan Trust I | 14,409 | 3M $ | 0.94 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 14,325 | 3M $ | 0.41 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nuveen Life Core Equity Fund TIAA-CREF Life Funds | 14,317 | 3M $ | 1.31 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Old Westbury Total Equity Fund Old Westbury Funds Inc | 14,234 | 3M $ | 0.24 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST | 13,992 | 2.9M $ | 0.19 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 13,991 | 2.9M $ | 0.52 % | 0.00 % | as of May 31, 2026 ↗ |
| VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 13,957 | 2.9M $ | 0.91 % | 0.00 % | as of Jun 30, 2026 ↗ |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS | 13,926 | 2.9M $ | 0.44 % | 0.00 % | as of Jun 30, 2026 ↗ |
| LSV Disciplined Value ETF ADVISORS' INNER CIRCLE FUND | 13,903 | 2.9M $ | 0.45 % | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust | 13,888 | 2.9M $ | 0.26 % | 0.00 % | as of Jul 31, 2026 ↗ |
| JPMorgan Research Market Neutral Fund JPMorgan Trust I | 13,885 | 2.9M $ | 0.79 % | 0.00 % | as of Jul 31, 2026 ↗ |
| AQR Long-Short Equity Fund AQR Funds | 13,881 | 2.9M $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SFT T. Rowe Price Value Fund Securian Funds Trust | 13,842 | 2.9M $ | 1.33 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST | 13,800 | 2.9M $ | 0.24 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 13,788 | 2.9M $ | 0.70 % | 0.00 % | as of May 31, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust | 13,691 | 2.9M $ | 1.16 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Edgar Lomax Value Fund Advisors Series Trust | 13,650 | 2.9M $ | 1.67 % | 0.00 % | as of Jul 31, 2026 ↗ |
| NYLIM VP MFS Research Portfolio NYLIM VP FUNDS TRUST | 13,601 | 2.8M $ | 0.84 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares ESG Select Screened S&P 500 ETF iShares Trust | 13,487 | 2.8M $ | 0.44 % | 0.00 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 13,401 | 2.8M $ | 0.30 % | 0.00 % | as of Jun 30, 2026 ↗ |
| First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 13,361 | 2.8M $ | 0.49 % | 0.00 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. | 13,300 | 2.8M $ | 0.18 % | 0.00 % | as of May 31, 2026 ↗ |
| MML VIP BlackRock(R) Equity Index Fund MML SERIES INVESTMENT FUND | 13,293 | 2.8M $ | 0.39 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AVIP BlackRock Advantage Large Cap Value Portfolio AuguStar Variable Insurance Products Fund Inc | 13,268 | 2.8M $ | 1.43 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Boston Partners Long/Short Research Fund RBB Fund, Inc. | 13,209 | 2.7M $ | 0.47 % | 0.00 % | as of May 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