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 | |
|---|---|---|---|---|---|
| 601 | The Institutional U.S. Equity Portfolio HC Capital Trust | 20,803 | 3.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 602 | Xtrackers MSCI USA Selection Equity ETF DBX ETF Trust | 20,673 | 3.4M $ | 0.63 % | as of Feb 27, 2026 · Original filing |
| 603 | JNL/JPMorgan Hedged Equity Fund JNL Series Trust | 20,563 | 3.4M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 604 | Horizon Defined Risk Fund Horizon Funds | 20,457 | 3.4M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 605 | WesMark Large Company Fund WesMark Funds | 20,321 | 3.3M $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| 606 | Fidelity Equity Growth K6 Fund Fidelity Mt. Vernon Street Trust | 20,263 | 3.4M $ | 1.03 % | as of Feb 28, 2026 · Original filing |
| 607 | NYLI Winslow Large Cap Growth ETF New York Life Investments Active ETF Trust | 20,252 | 3.9M $ | 1.22 % | as of Apr 30, 2026 · Original filing |
| 608 | Value Equity Index Fund GuideStone Funds | 20,175 | 3.3M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| 609 | TCW Transform 500 ETF TCW ETF Trust | 20,096 | 3.8M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 610 | Calamos Hedged Equity Fund CALAMOS INVESTMENT TRUST/IL | 20,001 | 3.8M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| 611 | AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 19,992 | 3.3M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 612 | MFS Total Return Portfolio Brighthouse Funds Trust II | 19,821 | 3.3M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| 613 | Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST | 19,739 | 3.3M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 614 | MFS Research Series MFS VARIABLE INSURANCE TRUST | 19,598 | 3.2M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| 615 | U.S. Quality ESG Fund Northern Funds | 19,573 | 3.2M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| 616 | Victory Growth & Income Fund Victory Portfolios III | 19,523 | 3.7M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 617 | EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust | 19,386 | 3.2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 618 | First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 19,369 | 3.7M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 619 | Penn Series Index 500 Fund Penn Series Funds Inc | 19,296 | 3.2M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 620 | Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 19,159 | 3.2M $ | 0.74 % | as of Feb 28, 2026 · Original filing |
| 621 | Transamerica Multi-Managed Balanced VP TRANSAMERICA SERIES TRUST | 19,005 | 3.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 622 | BLUE CURRENT GLOBAL DIVIDEND FUND Ultimus Managers Trust | 18,900 | 3.1M $ | 3.08 % | as of Feb 28, 2026 · Original filing |
| 623 | Wilmington Enhanced Dividend Income Strategy Fund Wilmington Funds | 18,660 | 3.6M $ | 3.80 % | as of Apr 30, 2026 · Original filing |
| 624 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 18,640 | 3.1M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 625 | Dimensional US Large Cap Vector ETF Dimensional ETF Trust | 18,521 | 3.5M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| 626 | Nomura VIP Global Growth Series Ivy Variable Insurance Portfolios | 18,389 | 3M $ | 2.01 % | as of Mar 31, 2026 · Original filing |
| 627 | Skandia Nordamerika Exponering Skandia Fonder AB | 18,238 | 28.6M SEK | 0.31 % | as of Mar 31, 2026 · Original filing |
| 628 | AVIP BlackRock Advantage Large Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc | 18,119 | 3M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| 629 | Knights of Columbus Large Cap Growth Fund ADVISORS' INNER CIRCLE III | 17,998 | 3.4M $ | 1.04 % | as of Apr 30, 2026 · Original filing |
| 630 | NYLIM VP MFS Research Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 17,886 | 2.9M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| 631 | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 17,748 | 3M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 632 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 17,527 | 2.9M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 633 | VALUE EQUITY FUND GuideStone Funds | 17,418 | 2.9M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 634 | PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 | 17,390 | 2.9M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 635 | Victory Value Fund Victory Portfolios III | 17,349 | 3.3M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 636 | Fundamental Equity Portfolio LORD ABBETT SERIES FUND INC | 17,296 | 2.8M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| 637 | Goldman Sachs Enhanced U.S. Equity ETF Goldman Sachs ETF Trust | 17,057 | 2.8M $ | 0.84 % | as of Feb 28, 2026 · Original filing |
| 638 | Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust | 17,033 | 2.8M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 639 | JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust | 16,928 | 2.8M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| 640 | Goldman Sachs Variable Insurance Trust Large Cap Value Fund Goldman Sachs Variable Insurance Trust | 16,847 | 2.8M $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| 641 | Systematic Core Fund VALIC Co I | 16,788 | 2.8M $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| 642 | Gotham Enhanced 500 ETF Tidal Trust I | 16,643 | 2.7M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 643 | JPMorgan Global Active Allocation Portfolio Brighthouse Funds Trust I | 16,631 | 2.7M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 644 | DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 16,623 | 2.7M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 645 | SA Large Cap Growth Index Portfolio SUNAMERICA SERIES TRUST | 16,585 | 3.2M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| 646 | T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 16,450 | 2.7M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 647 | Indecap Guide 1 Indecap Fonder AB | 16,445 | 25.8M SEK | 0.37 % | as of Mar 31, 2026 · Original filing |
| 648 | iShares MSCI USA Equal Weighted ETF iShares, Inc. | 16,382 | 2.7M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 649 | SA MFS Total Return Portfolio SUNAMERICA SERIES TRUST | 16,181 | 3.1M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| 650 | Global Atlantic Franklin Tactical Allocation Managed Risk Portfolio Forethought Variable Insurance Trust | 16,144 | 2.7M $ | 1.83 % | as of Mar 31, 2026 · Original filing |
| 651 | Large Cap Blend Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 16,059 | 2.6M $ | 1.68 % | as of Mar 31, 2026 · Original filing |
| 652 | RMB Fund RMB Investors Trust | 16,006 | 2.6M $ | 2.52 % | as of Mar 31, 2026 · Original filing |
| 653 | NAA LARGE CORE SERIES New Age Alpha Variable Funds Trust | 15,986 | 2.6M $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| 654 | EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 15,944 | 2.6M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 655 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 15,869 | 2.6M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| 656 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 15,842 | 2.6M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 657 | Large Cap Value Fund ULTRA SERIES FUND | 15,816 | 2.6M $ | 1.58 % | as of Mar 31, 2026 · Original filing |
| 658 | NAA LARGE CORE FUND New Age Alpha Funds Trust | 15,781 | 2.6M $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| 659 | LargeCap Value Fund III Principal Funds, Inc | 15,773 | 3M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 660 | iShares ESG Aware MSCI USA Value ETF iShares Trust | 15,727 | 2.6M $ | 0.94 % | as of Feb 28, 2026 · Original filing |
| 661 | AVIP BlackRock Balanced Allocation Portfolio AuguStar Variable Insurance Products Fund Inc | 15,676 | 2.6M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| 662 | Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust | 15,655 | 2.6M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 663 | GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 15,574 | 2.6M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 664 | AMF Aktiefond Nordamerika AMF Fonder AB | 15,449 | 24.2M SEK | 0.34 % | as of Mar 31, 2026 · Original filing |
| 665 | Nordea Generationsfond 80-tal Nordea Funds Ab | 15,374 | 23.7M SEK | 0.10 % | as of Mar 31, 2026 · Original filing |
| 666 | Matrix Advisors Dividend Fund Matrix Advisors Funds Trust | 15,200 | 2.5M $ | 4.22 % | as of Mar 31, 2026 · Original filing |
| 667 | Nationwide Schroders Global Equity Fund Nationwide Mutual Funds | 15,166 | 2.9M $ | 1.17 % | as of Apr 30, 2026 · Original filing |
| 668 | Nordea Generationsfond 50-tal Nordea Funds Ab | 15,137 | 23.3M SEK | 0.16 % | as of Mar 31, 2026 · Original filing |
| 669 | OAK HARVEST LONG/SHORT HEDGED EQUITY Capitol Series Trust | 15,000 | 2.5M $ | 2.57 % | as of Feb 28, 2026 · Original filing |
| 670 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 14,902 | 2.5M $ | 0.60 % | as of Feb 28, 2026 · Original filing |
| 671 | Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust | 14,839 | 2.4M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| 672 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST | 14,801 | 2.4M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 673 | Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST | 14,783 | 2.4M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 674 | iShares ESG Select Screened S&P 500 ETF iShares Trust | 14,733 | 2.4M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 675 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 14,675 | 2.4M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 676 | Franklin U.S. Large Cap Equity Fund Legg Mason Partners Investment Trust | 14,667 | 2.4M $ | 0.52 % | as of Feb 27, 2026 · Original filing |
| 677 | AST Preservation Asset Allocation Portfolio Advanced Series Trust | 14,612 | 2.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 678 | WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust | 14,542 | 2.4M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 679 | U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS | 14,453 | 2.4M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 680 | Capital Group U.S. Equity Fund Capital Group U.S. Equity Fund | 14,451 | 2.8M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| 681 | BlackRock Advantage Large Cap Core Portfolio BlackRock Series Fund, Inc. | 14,343 | 2.4M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| 682 | AB Select US Long/Short Portfolio AB CAP FUND, INC. | 14,283 | 2.4M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 683 | BlackRock Balanced Portfolio BlackRock Series Fund, Inc. | 14,200 | 2.3M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| 684 | Old Westbury Total Equity Fund Old Westbury Funds Inc | 14,095 | 2.7M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 685 | NYLIM VP American Century Large Cap Equity Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 14,006 | 2.3M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| 686 | Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 13,950 | 2.3M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| 687 | LSV Disciplined Value ETF ADVISORS' INNER CIRCLE FUND | 13,902 | 2.6M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| 688 | BlackRock Advantage Large Cap Core V.I. Fund BlackRock Variable Series Funds, Inc. | 13,845 | 2.3M $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| 689 | MML Equity Index Fund MML SERIES INVESTMENT FUND | 13,752 | 2.3M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 690 | Sit Dividend Growth Fund SIT MUTUAL FUNDS INC | 13,700 | 2.3M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| 691 | AVIP BlackRock Advantage Large Cap Value Portfolio AuguStar Variable Insurance Products Fund Inc | 13,677 | 2.3M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| 692 | iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust | 13,432 | 2.6M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 693 | Edgar Lomax Value Fund Advisors Series Trust | 13,250 | 2.5M $ | 1.57 % | as of Apr 30, 2026 · Original filing |
| 694 | BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust | 13,200 | 2.2M $ | 2.13 % | as of Mar 31, 2026 · Original filing |
| 695 | THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. | 13,150 | 2.2M $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| 696 | Hodges Blue Chip Equity Income Fund NORTHERN LIGHTS FUND TRUST II | 13,000 | 2.1M $ | 3.61 % | as of Mar 31, 2026 · Original filing |
| 697 | First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 12,938 | 2.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 698 | Leuthold Select Industries ETF Managed Portfolio Series | 12,932 | 2.1M $ | 1.62 % | as of Mar 31, 2026 · Original filing |
| 699 | JNL/Mellon World Index Fund JNL Series Trust | 12,811 | 2.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 700 | JPMorgan U.S. Sustainable Leaders Fund JPMorgan Trust I | 12,725 | 2.1M $ | 0.75 % | as of Mar 31, 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 |