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 | |
|---|---|---|---|---|---|
| 701 | JPMorgan Research Market Neutral Fund JPMorgan Trust I | 12,710 | 2.4M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| 702 | Avantis Responsible U.S. Equity ETF American Century ETF Trust | 12,646 | 2.1M $ | 0.49 % | as of Feb 28, 2026 · Original filing |
| 703 | VictoryShares US Value Momentum ETF Victory Portfolios II | 12,544 | 2.1M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| 704 | Empower Large Cap Value Fund EMPOWER FUNDS, INC. | 12,231 | 2M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 705 | Destinations Equity Income Fund Brinker Capital Destinations Trust | 12,095 | 2M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| 706 | AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I | 12,064 | 2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 707 | SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST | 12,057 | 2M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 708 | BlackRock Dynamic High Income Portfolio BlackRock Funds II | 12,044 | 2.3M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 709 | MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II | 12,015 | 2M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| 710 | Steward Large Cap Value Fund Steward Funds Inc | 12,000 | 2.3M $ | 1.67 % | as of Apr 30, 2026 · Original filing |
| 711 | Victory Pioneer Equity Income VCT Portfolio Victory Variable Insurance Funds II | 11,989 | 2M $ | 2.69 % | as of Mar 31, 2026 · Original filing |
| 712 | SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 11,897 | 2M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 713 | AVIP Fidelity Institutional AM Equity Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 11,896 | 2M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| 714 | Principal Capital Appreciation Account Principal Variable Contract Funds, Inc | 11,803 | 1.9M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| 715 | T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. | 11,800 | 2M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 716 | Hedged Equity Portfolio PACIFIC SELECT FUND | 11,787 | 1.9M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 717 | JNL S&P 500 Index Fund JNL Series Trust | 11,654 | 1.9M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 718 | AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust | 11,619 | 1.9M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 719 | MML Blue Chip Growth Fund MML SERIES INVESTMENT FUND | 11,581 | 1.9M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 720 | SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST | 11,538 | 2.2M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 721 | First Trust Dorsey Wright Momentum & Dividend ETF First Trust Exchange-Traded Fund VI | 11,537 | 1.9M $ | 3.03 % | as of Mar 31, 2026 · Original filing |
| 722 | SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST | 11,506 | 1.9M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 723 | BNY Mellon Enhanced Dividend and Income ETF BNY Mellon ETF Trust II | 11,503 | 1.9M $ | 1.47 % | as of Feb 27, 2026 · Original filing |
| 724 | American Century Large Cap Equity ETF American Century ETF Trust | 11,484 | 1.9M $ | 0.70 % | as of Feb 28, 2026 · Original filing |
| 725 | Gateway Equity Call Premium Fund Gateway Trust | 11,418 | 1.9M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| 726 | Longview Advantage ETF RBB Fund Trust | 11,406 | 1.9M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| 727 | North Country Large Cap Equity Fund North Country Funds | 11,300 | 1.9M $ | 1.55 % | as of Feb 28, 2026 · Original filing |
| 728 | MFS Active Growth ETF MFS Active Exchange Traded Funds Trust | 11,257 | 1.9M $ | 0.98 % | as of Feb 28, 2026 · Original filing |
| 729 | THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 11,180 | 1.8M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 730 | Goldman Sachs Value Opportunities ETF Goldman Sachs ETF Trust | 11,167 | 1.9M $ | 4.28 % | as of Feb 28, 2026 · Original filing |
| 731 | Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 11,149 | 1.9M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 732 | Nomura VIP Balanced Series Ivy Variable Insurance Portfolios | 11,106 | 1.8M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| 733 | Swedbank Robur Transfer 90 Swedbank Robur Fonder AB | 11,100 | 17.4M SEK | 0.16 % | as of Mar 31, 2026 · Original filing |
| 734 | Franklin Growth and Income VIP Fund Franklin Templeton Variable Insurance Products Trust | 11,043 | 1.8M $ | 3.17 % | as of Mar 31, 2026 · Original filing |
| 735 | T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 11,029 | 1.8M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 736 | KPA Blandfond Swedbank Robur Fonder AB | 11,018 | 17.3M SEK | 0.11 % | as of Mar 31, 2026 · Original filing |
| 737 | SA JPMorgan Diversified Balanced Portfolio SUNAMERICA SERIES TRUST | 11,003 | 2.1M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| 738 | Swedbank Robur Access Edge Global Swedbank Robur Fonder AB | 10,884 | 17.1M SEK | 0.25 % | as of Mar 31, 2026 · Original filing |
| 739 | Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust | 10,844 | 1.8M $ | 0.25 % | as of Feb 27, 2026 · Original filing |
| 740 | CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. | 10,811 | 1.8M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 741 | Wilmington Large-Cap Strategy Fund Wilmington Funds | 10,781 | 2.1M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 742 | Lannebo Marknad USA Lannebo Kapitalförvaltning AB | 10,769 | 16.9M SEK | 0.40 % | as of Mar 31, 2026 · Original filing |
| 743 | Victory Growth and Tax Strategy Fund Victory Portfolios III | 10,631 | 1.8M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 744 | State Street(R) SPDR(R) MSCI USA Gender Diversity ETF SPDR SERIES TRUST | 10,629 | 1.7M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| 745 | EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust | 10,572 | 1.7M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 746 | PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III | 10,460 | 2M $ | 1.52 % | as of Apr 30, 2026 · Original filing |
| 747 | American Funds Global Balanced Fund AMERICAN FUNDS INSURANCE SERIES | 10,436 | 1.7M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 748 | First Trust Indxx Innovative Transaction & Process ETF First Trust Exchange-Traded Fund VI | 10,434 | 1.7M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| 749 | AMF Balansfond AMF Fonder AB | 10,424 | 16.3M SEK | 0.06 % | as of Mar 31, 2026 · Original filing |
| 750 | LSV Conservative Value Equity Fund ADVISORS' INNER CIRCLE FUND | 10,400 | 2M $ | 1.26 % | as of Apr 30, 2026 · Original filing |
| 751 | New Covenant Growth Fund NEW COVENANT FUNDS | 10,383 | 1.7M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 752 | Xtrackers S&P 100 Ex Top 20 ETF DBX ETF Trust | 10,358 | 1.7M $ | 1.48 % | as of Feb 27, 2026 · Original filing |
| 753 | Equity Income Trust John Hancock Variable Insurance Trust | 10,303 | 1.7M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 754 | Lysa Global Equity Focus Lysa Fonder AB | 10,227 | 16M SEK | 0.28 % | as of Mar 31, 2026 · Original filing |
| 755 | LVIP American Century Balanced Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 10,191 | 1.7M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 756 | Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST | 10,182 | 1.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 757 | 1290 VT Socially Responsible Portfolio EQ Advisors Trust | 10,171 | 1.7M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| 758 | Sofi Select 500 ETF Tidal Trust I | 10,123 | 1.7M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| 759 | Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 10,100 | 1.7M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 760 | Goldman Sachs Global Managed Beta Fund GOLDMAN SACHS TRUST | 10,087 | 1.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 761 | SFT T. Rowe Price Value Fund Securian Funds Trust | 10,042 | 1.7M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| 762 | SPP Generation 80-tal Storebrand Asset Management AS | 10,015 | 15.7M SEK | 0.22 % | as of Mar 31, 2026 · Original filing |
| 763 | AB US High Dividend ETF AB Active ETFs, Inc. | 9,969 | 1.7M $ | 1.08 % | as of Feb 28, 2026 · Original filing |
| 764 | NAA LARGE CAP VALUE SERIES New Age Alpha Variable Funds Trust | 9,814 | 1.6M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| 765 | SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST | 9,712 | 1.6M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| 766 | T. Rowe Price Equity Income Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 9,708 | 1.6M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 767 | Virtus NFJ Large-Cap Value Fund Virtus Investment Trust | 9,702 | 1.6M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| 768 | Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB | 9,670 | 15.2M SEK | 0.11 % | as of Mar 31, 2026 · Original filing |
| 769 | GOVERNMENT STREET OPPORTUNITIES FUND Williamsburg Investment Trust | 9,565 | 1.6M $ | 1.88 % | as of Mar 31, 2026 · Original filing |
| 770 | MOA BALANCED FUND MoA Funds Corp | 9,449 | 1.6M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| 771 | BlackRock Advantage Large Cap Value V.I. Fund BlackRock Variable Series Funds, Inc. | 9,407 | 1.5M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| 772 | NAA ALLOCATION FUND New Age Alpha Funds Trust | 9,336 | 1.5M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| 773 | EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust | 9,332 | 1.5M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 774 | T. Rowe Price Capital Appreciation and Income Fund T. ROWE PRICE CAPITAL APPRECIATION FUND, INC. | 9,298 | 1.5M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 775 | First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 9,288 | 1.8M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 776 | Guardian All Cap Core VIP Fund Guardian Variable Products Trust | 9,228 | 1.5M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| 777 | Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust | 9,155 | 1.7M $ | 5.18 % | as of Apr 30, 2026 · Original filing |
| 778 | EQ/AB Dynamic Growth Portfolio EQ Advisors Trust | 9,147 | 1.5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 779 | THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds | 9,108 | 1.7M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| 780 | Baron Financials ETF Baron ETF Trust | 9,100 | 1.5M $ | 3.26 % | as of Mar 31, 2026 · Original filing |
| 781 | Unusual Whales Subversive Democratic Trading ETF Tidal Trust I | 9,085 | 1.5M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| 782 | ONEASCENT LARGE CAP CORE ETF Unified Series Trust | 9,064 | 1.5M $ | 0.74 % | as of Feb 28, 2026 · Original filing |
| 783 | Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust | 9,062 | 1.5M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| 784 | Horizon Managed Risk ETF Horizon Funds | 9,047 | 1.5M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| 785 | Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I | 9,034 | 1.5M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 786 | Hennessy Large Cap Financial Fund Hennessy Funds Trust | 9,000 | 1.7M $ | 6.00 % | as of Apr 30, 2026 · Original filing |
| 787 | M Large Cap Growth Fund M FUND INC | 8,988 | 1.5M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 788 | Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB | 8,939 | 14M SEK | 0.12 % | as of Mar 31, 2026 · Original filing |
| 789 | ALGER RESPONSIBLE INVESTING FUND ALGER FUNDS II | 8,886 | 1.7M $ | 1.27 % | as of Apr 30, 2026 · Original filing |
| 790 | Boston Partners Long/Short Research Fund RBB Fund, Inc. | 8,687 | 1.4M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| 791 | AB Select US Equity Portfolio AB CAP FUND, INC. | 8,677 | 1.4M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 792 | Hartford Alpha Capture Value ETF Hartford Funds Exchange-Traded Trust | 8,650 | 1.6M $ | 0.95 % | as of Apr 30, 2026 · Original filing |
| 793 | Madison Dividend Income Fund MADISON FUNDS | 8,637 | 1.6M $ | 1.78 % | as of Apr 30, 2026 · Original filing |
| 794 | ProShares S&P 500 Ex-Technology ETF ProShares Trust | 8,394 | 1.4M $ | 0.50 % | as of Feb 28, 2026 · Original filing |
| 795 | Janus Henderson U.S. Dividend Income Fund JANUS INVESTMENT FUND | 8,371 | 1.4M $ | 2.31 % | as of Mar 31, 2026 · Original filing |
| 796 | JNL/T. Rowe Price Balanced Fund JNL Series Trust | 8,318 | 1.4M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 797 | Equity Income Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 8,311 | 1.4M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 798 | State Street(R) Galaxy Hedged Digital Asset Ecosystem ETF SSGA Active Trust | 8,264 | 1.6M $ | 1.93 % | as of Apr 30, 2026 · Original filing |
| 799 | Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 8,260 | 1.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 800 | Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB | 8,197 | 12.9M SEK | 0.08 % | 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 |