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 | |
|---|---|---|---|---|---|
| The Institutional U.S. Equity Portfolio HC Capital Trust | 20,803 | 3.4M $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Xtrackers MSCI USA Selection Equity ETF DBX ETF Trust | 20,673 | 3.4M $ | 0.63 % | 0.00 % | as of Feb 27, 2026 ↗ |
| JNL/JPMorgan Hedged Equity Fund JNL Series Trust | 20,563 | 3.4M $ | 0.42 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Horizon Defined Risk Fund Horizon Funds | 20,457 | 3.4M $ | 0.35 % | 0.00 % | as of Feb 28, 2026 ↗ |
| WesMark Large Company Fund WesMark Funds | 20,321 | 3.3M $ | 1.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Equity Growth K6 Fund Fidelity Mt. Vernon Street Trust | 20,263 | 3.4M $ | 1.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| NYLI Winslow Large Cap Growth ETF New York Life Investments Active ETF Trust | 20,252 | 3.9M $ | 1.22 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Value Equity Index Fund GuideStone Funds | 20,175 | 3.3M $ | 0.63 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TCW Transform 500 ETF TCW ETF Trust | 20,096 | 3.8M $ | 0.37 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Calamos Hedged Equity Fund CALAMOS INVESTMENT TRUST/IL | 20,001 | 3.8M $ | 0.45 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 19,992 | 3.3M $ | 0.16 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MFS Total Return Portfolio Brighthouse Funds Trust II | 19,821 | 3.3M $ | 0.57 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST | 19,739 | 3.3M $ | 0.14 % | 0.00 % | as of Feb 28, 2026 ↗ |
| MFS Research Series MFS VARIABLE INSURANCE TRUST | 19,598 | 3.2M $ | 0.92 % | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. Quality ESG Fund Northern Funds | 19,573 | 3.2M $ | 1.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Victory Growth & Income Fund Victory Portfolios III | 19,523 | 3.7M $ | 0.17 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust | 19,386 | 3.2M $ | 0.18 % | 0.00 % | as of Mar 31, 2026 ↗ |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 19,369 | 3.7M $ | 0.34 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Penn Series Index 500 Fund Penn Series Funds Inc | 19,296 | 3.2M $ | 0.36 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 19,159 | 3.2M $ | 0.74 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Transamerica Multi-Managed Balanced VP TRANSAMERICA SERIES TRUST | 19,005 | 3.1M $ | 0.25 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BLUE CURRENT GLOBAL DIVIDEND FUND Ultimus Managers Trust | 18,900 | 3.1M $ | 3.08 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Wilmington Enhanced Dividend Income Strategy Fund Wilmington Funds | 18,660 | 3.6M $ | 3.80 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 18,640 | 3.1M $ | 0.49 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Large Cap Vector ETF Dimensional ETF Trust | 18,521 | 3.5M $ | 0.73 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nomura VIP Global Growth Series Ivy Variable Insurance Portfolios | 18,389 | 3M $ | 2.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Skandia Nordamerika Exponering Skandia Fonder AB | 18,238 | 28.6M SEK | 0.31 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AVIP BlackRock Advantage Large Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc | 18,119 | 3M $ | 0.98 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus Large Cap Growth Fund ADVISORS' INNER CIRCLE III | 17,998 | 3.4M $ | 1.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| NYLIM VP MFS Research Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 17,886 | 2.9M $ | 0.92 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 17,748 | 3M $ | 0.18 % | 0.00 % | as of Feb 28, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 17,527 | 2.9M $ | 0.33 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VALUE EQUITY FUND GuideStone Funds | 17,418 | 2.9M $ | 0.36 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 | 17,390 | 2.9M $ | 0.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Victory Value Fund Victory Portfolios III | 17,349 | 3.3M $ | 0.23 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fundamental Equity Portfolio LORD ABBETT SERIES FUND INC | 17,296 | 2.8M $ | 1.42 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Enhanced U.S. Equity ETF Goldman Sachs ETF Trust | 17,057 | 2.8M $ | 0.84 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust | 17,033 | 2.8M $ | 0.46 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust | 16,928 | 2.8M $ | 0.76 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust Large Cap Value Fund Goldman Sachs Variable Insurance Trust | 16,847 | 2.8M $ | 1.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Systematic Core Fund VALIC Co I | 16,788 | 2.8M $ | 0.41 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Gotham Enhanced 500 ETF Tidal Trust I | 16,643 | 2.7M $ | 0.44 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JPMorgan Global Active Allocation Portfolio Brighthouse Funds Trust I | 16,631 | 2.7M $ | 0.20 % | 0.00 % | as of Mar 31, 2026 ↗ |
| DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 16,623 | 2.7M $ | 0.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Large Cap Growth Index Portfolio SUNAMERICA SERIES TRUST | 16,585 | 3.2M $ | 0.42 % | 0.00 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 16,450 | 2.7M $ | 0.13 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Indecap Guide 1 Indecap Fonder AB | 16,445 | 25.8M SEK | 0.37 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 16,382 | 2.7M $ | 0.17 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SA MFS Total Return Portfolio SUNAMERICA SERIES TRUST | 16,181 | 3.1M $ | 0.66 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global Atlantic Franklin Tactical Allocation Managed Risk Portfolio Forethought Variable Insurance Trust | 16,144 | 2.7M $ | 1.83 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Large Cap Blend Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 16,059 | 2.6M $ | 1.68 % | 0.00 % | as of Mar 31, 2026 ↗ |
| RMB Fund RMB Investors Trust | 16,006 | 2.6M $ | 2.52 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NAA LARGE CORE SERIES New Age Alpha Variable Funds Trust | 15,986 | 2.6M $ | 1.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 15,944 | 2.6M $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 15,869 | 2.6M $ | 0.90 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 15,842 | 2.6M $ | 0.30 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Large Cap Value Fund ULTRA SERIES FUND | 15,816 | 2.6M $ | 1.58 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NAA LARGE CORE FUND New Age Alpha Funds Trust | 15,781 | 2.6M $ | 1.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LargeCap Value Fund III Principal Funds, Inc | 15,773 | 3M $ | 0.13 % | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares ESG Aware MSCI USA Value ETF iShares Trust | 15,727 | 2.6M $ | 0.94 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AVIP BlackRock Balanced Allocation Portfolio AuguStar Variable Insurance Products Fund Inc | 15,676 | 2.6M $ | 0.76 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust | 15,655 | 2.6M $ | 0.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 15,574 | 2.6M $ | 0.17 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AMF Aktiefond Nordamerika AMF Fonder AB | 15,449 | 24.2M SEK | 0.34 % | 0.00 % | as of Mar 31, 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 | 2.5M $ | 4.22 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Schroders Global Equity Fund Nationwide Mutual Funds | 15,166 | 2.9M $ | 1.17 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nordea Generationsfond 50-tal Nordea Funds Ab | 15,137 | 23.3M SEK | 0.16 % | 0.00 % | as of Mar 31, 2026 ↗ |
| OAK HARVEST LONG/SHORT HEDGED EQUITY Capitol Series Trust | 15,000 | 2.5M $ | 2.57 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 14,902 | 2.5M $ | 0.60 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust | 14,839 | 2.4M $ | 1.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST | 14,801 | 2.4M $ | 0.17 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST | 14,783 | 2.4M $ | 0.21 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares ESG Select Screened S&P 500 ETF iShares Trust | 14,733 | 2.4M $ | 0.40 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 14,675 | 2.4M $ | 0.33 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Franklin U.S. Large Cap Equity Fund Legg Mason Partners Investment Trust | 14,667 | 2.4M $ | 0.52 % | 0.00 % | as of Feb 27, 2026 ↗ |
| AST Preservation Asset Allocation Portfolio Advanced Series Trust | 14,612 | 2.4M $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust | 14,542 | 2.4M $ | 0.35 % | 0.00 % | as of Feb 28, 2026 ↗ |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS | 14,453 | 2.4M $ | 0.40 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Capital Group U.S. Equity Fund Capital Group U.S. Equity Fund | 14,451 | 2.8M $ | 0.67 % | 0.00 % | as of Apr 30, 2026 ↗ |
| BlackRock Advantage Large Cap Core Portfolio BlackRock Series Fund, Inc. | 14,343 | 2.4M $ | 1.13 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AB Select US Long/Short Portfolio AB CAP FUND, INC. | 14,283 | 2.4M $ | 0.17 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Balanced Portfolio BlackRock Series Fund, Inc. | 14,200 | 2.3M $ | 0.50 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Old Westbury Total Equity Fund Old Westbury Funds Inc | 14,095 | 2.7M $ | 0.23 % | 0.00 % | as of Apr 30, 2026 ↗ |
| NYLIM VP American Century Large Cap Equity Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 14,006 | 2.3M $ | 0.72 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 13,950 | 2.3M $ | 0.45 % | 0.00 % | as of Feb 28, 2026 ↗ |
| LSV Disciplined Value ETF ADVISORS' INNER CIRCLE FUND | 13,902 | 2.6M $ | 0.44 % | 0.00 % | as of Apr 30, 2026 ↗ |
| BlackRock Advantage Large Cap Core V.I. Fund BlackRock Variable Series Funds, Inc. | 13,845 | 2.3M $ | 1.14 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MML Equity Index Fund MML SERIES INVESTMENT FUND | 13,752 | 2.3M $ | 0.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Sit Dividend Growth Fund SIT MUTUAL FUNDS INC | 13,700 | 2.3M $ | 1.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AVIP BlackRock Advantage Large Cap Value Portfolio AuguStar Variable Insurance Products Fund Inc | 13,677 | 2.3M $ | 1.23 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust | 13,432 | 2.6M $ | 0.24 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Edgar Lomax Value Fund Advisors Series Trust | 13,250 | 2.5M $ | 1.57 % | 0.00 % | as of Apr 30, 2026 ↗ |
| BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust | 13,200 | 2.2M $ | 2.13 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. | 13,150 | 2.2M $ | 1.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Hodges Blue Chip Equity Income Fund NORTHERN LIGHTS FUND TRUST II | 13,000 | 2.1M $ | 3.61 % | 0.00 % | as of Mar 31, 2026 ↗ |
| First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 12,938 | 2.1M $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Leuthold Select Industries ETF Managed Portfolio Series | 12,932 | 2.1M $ | 1.62 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon World Index Fund JNL Series Trust | 12,811 | 2.1M $ | 0.25 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JPMorgan U.S. Sustainable Leaders Fund JPMorgan Trust I | 12,725 | 2.1M $ | 0.75 % | 0.00 % | as of Mar 31, 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