Titelia

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.

FundSharesValueWeight in fundShare of capital
JPMorgan Research Market Neutral Fund JPMorgan Trust I 12,7102.4M $0.73 %0.00 %as of Apr 30, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 12,6462.1M $0.49 %0.00 %as of Feb 28, 2026 ↗
VictoryShares US Value Momentum ETF Victory Portfolios II 12,5442.1M $0.88 %0.00 %as of Mar 31, 2026 ↗
Empower Large Cap Value Fund EMPOWER FUNDS, INC. 12,2312M $0.10 %0.00 %as of Mar 31, 2026 ↗
Destinations Equity Income Fund Brinker Capital Destinations Trust 12,0952M $0.39 %0.00 %as of Feb 28, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 12,0642M $0.12 %0.00 %as of Mar 31, 2026 ↗
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 12,0572M $0.06 %0.00 %as of Feb 28, 2026 ↗
BlackRock Dynamic High Income Portfolio BlackRock Funds II 12,0442.3M $0.15 %0.00 %as of Apr 30, 2026 ↗
MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II 12,0152M $0.74 %0.00 %as of Mar 31, 2026 ↗
Steward Large Cap Value Fund Steward Funds Inc 12,0002.3M $1.67 %0.00 %as of Apr 30, 2026 ↗
Victory Pioneer Equity Income VCT Portfolio Victory Variable Insurance Funds II 11,9892M $2.69 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 11,8972M $0.29 %0.00 %as of Mar 31, 2026 ↗
AVIP Fidelity Institutional AM Equity Growth Portfolio AuguStar Variable Insurance Products Fund Inc 11,8962M $0.90 %0.00 %as of Mar 31, 2026 ↗
Principal Capital Appreciation Account Principal Variable Contract Funds, Inc 11,8031.9M $0.83 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. 11,8002M $0.14 %0.00 %as of Feb 28, 2026 ↗
Hedged Equity Portfolio PACIFIC SELECT FUND 11,7871.9M $0.42 %0.00 %as of Mar 31, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 11,6541.9M $0.35 %0.00 %as of Mar 31, 2026 ↗
AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust 11,6191.9M $0.09 %0.00 %as of Mar 31, 2026 ↗
MML Blue Chip Growth Fund MML SERIES INVESTMENT FUND 11,5811.9M $0.47 %0.00 %as of Mar 31, 2026 ↗
SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST 11,5382.2M $0.31 %0.00 %as of Apr 30, 2026 ↗
First Trust Dorsey Wright Momentum & Dividend ETF First Trust Exchange-Traded Fund VI 11,5371.9M $3.03 %0.00 %as of Mar 31, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 11,5061.9M $0.25 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Enhanced Dividend and Income ETF BNY Mellon ETF Trust II 11,5031.9M $1.47 %0.00 %as of Feb 27, 2026 ↗
American Century Large Cap Equity ETF American Century ETF Trust 11,4841.9M $0.70 %0.00 %as of Feb 28, 2026 ↗
Gateway Equity Call Premium Fund Gateway Trust 11,4181.9M $0.65 %0.00 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 11,4061.9M $0.31 %0.00 %as of Feb 28, 2026 ↗
North Country Large Cap Equity Fund North Country Funds 11,3001.9M $1.55 %0.00 %as of Feb 28, 2026 ↗
MFS Active Growth ETF MFS Active Exchange Traded Funds Trust 11,2571.9M $0.98 %0.00 %as of Feb 28, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 11,1801.8M $0.20 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Value Opportunities ETF Goldman Sachs ETF Trust 11,1671.9M $4.28 %0.00 %as of Feb 28, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 11,1491.9M $0.22 %0.00 %as of Feb 28, 2026 ↗
Nomura VIP Balanced Series Ivy Variable Insurance Portfolios 11,1061.8M $0.88 %0.00 %as of Mar 31, 2026 ↗
Swedbank Robur Transfer 90 Swedbank Robur Fonder AB 11,10017.4M SEK0.16 %0.00 %as of Mar 31, 2026 ↗
Franklin Growth and Income VIP Fund Franklin Templeton Variable Insurance Products Trust 11,0431.8M $3.17 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 11,0291.8M $0.09 %0.00 %as of Feb 28, 2026 ↗
KPA Blandfond Swedbank Robur Fonder AB 11,01817.3M SEK0.11 %0.00 %as of Mar 31, 2026 ↗
SA JPMorgan Diversified Balanced Portfolio SUNAMERICA SERIES TRUST 11,0032.1M $0.49 %0.00 %as of Apr 30, 2026 ↗
Swedbank Robur Access Edge Global Swedbank Robur Fonder AB 10,88417.1M SEK0.25 %0.00 %as of Mar 31, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 10,8441.8M $0.25 %0.00 %as of Feb 27, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 10,8111.8M $0.35 %0.00 %as of Mar 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 10,7812.1M $0.33 %0.00 %as of Apr 30, 2026 ↗
Lannebo Marknad USA Lannebo Kapitalförvaltning AB 10,76916.9M SEK0.40 %0.00 %as of Mar 31, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 10,6311.8M $0.20 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) MSCI USA Gender Diversity ETF SPDR SERIES TRUST 10,6291.7M $0.65 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 10,5721.7M $0.12 %0.00 %as of Mar 31, 2026 ↗
PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III 10,4602M $1.52 %0.00 %as of Apr 30, 2026 ↗
American Funds Global Balanced Fund AMERICAN FUNDS INSURANCE SERIES 10,4361.7M $0.39 %0.00 %as of Mar 31, 2026 ↗
First Trust Indxx Innovative Transaction & Process ETF First Trust Exchange-Traded Fund VI 10,4341.7M $1.49 %0.00 %as of Mar 31, 2026 ↗
AMF Balansfond AMF Fonder AB 10,42416.3M SEK0.06 %0.00 %as of Mar 31, 2026 ↗
LSV Conservative Value Equity Fund ADVISORS' INNER CIRCLE FUND 10,4002M $1.26 %0.00 %as of Apr 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 10,3831.7M $0.33 %0.00 %as of Mar 31, 2026 ↗
Xtrackers S&P 100 Ex Top 20 ETF DBX ETF Trust 10,3581.7M $1.48 %0.00 %as of Feb 27, 2026 ↗
Equity Income Trust John Hancock Variable Insurance Trust 10,3031.7M $0.20 %0.00 %as of Mar 31, 2026 ↗
Lysa Global Equity Focus Lysa Fonder AB 10,22716M SEK0.28 %0.00 %as of Mar 31, 2026 ↗
LVIP American Century Balanced Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,1911.7M $0.45 %0.00 %as of Mar 31, 2026 ↗
Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST 10,1821.7M $0.01 %0.00 %as of Mar 31, 2026 ↗
1290 VT Socially Responsible Portfolio EQ Advisors Trust 10,1711.7M $0.65 %0.00 %as of Mar 31, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 10,1231.7M $0.29 %0.00 %as of Feb 28, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 10,1001.7M $0.05 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Global Managed Beta Fund GOLDMAN SACHS TRUST 10,0871.7M $0.04 %0.00 %as of Feb 28, 2026 ↗
SFT T. Rowe Price Value Fund Securian Funds Trust 10,0421.7M $0.82 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 80-tal Storebrand Asset Management AS 10,01515.7M SEK0.22 %0.00 %as of Mar 31, 2026 ↗
AB US High Dividend ETF AB Active ETFs, Inc. 9,9691.7M $1.08 %0.00 %as of Feb 28, 2026 ↗
NAA LARGE CAP VALUE SERIES New Age Alpha Variable Funds Trust 9,8141.6M $0.87 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 9,7121.6M $0.54 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Equity Income Portfolio T. ROWE PRICE EQUITY SERIES, INC. 9,7081.6M $0.19 %0.00 %as of Mar 31, 2026 ↗
Virtus NFJ Large-Cap Value Fund Virtus Investment Trust 9,7021.6M $0.98 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB 9,67015.2M SEK0.11 %0.00 %as of Mar 31, 2026 ↗
GOVERNMENT STREET OPPORTUNITIES FUND Williamsburg Investment Trust 9,5651.6M $1.88 %0.00 %as of Mar 31, 2026 ↗
MOA BALANCED FUND MoA Funds Corp 9,4491.6M $0.75 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage Large Cap Value V.I. Fund BlackRock Variable Series Funds, Inc. 9,4071.5M $1.46 %0.00 %as of Mar 31, 2026 ↗
NAA ALLOCATION FUND New Age Alpha Funds Trust 9,3361.5M $0.87 %0.00 %as of Mar 31, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 9,3321.5M $0.09 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Capital Appreciation and Income Fund T. ROWE PRICE CAPITAL APPRECIATION FUND, INC. 9,2981.5M $0.38 %0.00 %as of Mar 31, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 9,2881.8M $0.37 %0.00 %as of Apr 30, 2026 ↗
Guardian All Cap Core VIP Fund Guardian Variable Products Trust 9,2281.5M $0.74 %0.00 %as of Mar 31, 2026 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 9,1551.7M $5.18 %0.00 %as of Apr 30, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 9,1471.5M $0.15 %0.00 %as of Mar 31, 2026 ↗
THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds 9,1081.7M $0.38 %0.00 %as of Apr 30, 2026 ↗
Baron Financials ETF Baron ETF Trust 9,1001.5M $3.26 %0.00 %as of Mar 31, 2026 ↗
Unusual Whales Subversive Democratic Trading ETF Tidal Trust I 9,0851.5M $0.63 %0.00 %as of Mar 31, 2026 ↗
ONEASCENT LARGE CAP CORE ETF Unified Series Trust 9,0641.5M $0.74 %0.00 %as of Feb 28, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 9,0621.5M $0.36 %0.00 %as of Feb 28, 2026 ↗
Horizon Managed Risk ETF Horizon Funds 9,0471.5M $0.43 %0.00 %as of Feb 28, 2026 ↗
Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I 9,0341.5M $0.27 %0.00 %as of Mar 31, 2026 ↗
Hennessy Large Cap Financial Fund Hennessy Funds Trust 9,0001.7M $6.00 %0.00 %as of Apr 30, 2026 ↗
M Large Cap Growth Fund M FUND INC 8,9881.5M $0.52 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB 8,93914M SEK0.12 %0.00 %as of Mar 31, 2026 ↗
ALGER RESPONSIBLE INVESTING FUND ALGER FUNDS II 8,8861.7M $1.27 %0.00 %as of Apr 30, 2026 ↗
Boston Partners Long/Short Research Fund RBB Fund, Inc. 8,6871.4M $0.24 %0.00 %as of Feb 28, 2026 ↗
AB Select US Equity Portfolio AB CAP FUND, INC. 8,6771.4M $0.46 %0.00 %as of Mar 31, 2026 ↗
Hartford Alpha Capture Value ETF Hartford Funds Exchange-Traded Trust 8,6501.6M $0.95 %0.00 %as of Apr 30, 2026 ↗
Madison Dividend Income Fund MADISON FUNDS 8,6371.6M $1.78 %0.00 %as of Apr 30, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 8,3941.4M $0.50 %0.00 %as of Feb 28, 2026 ↗
Janus Henderson U.S. Dividend Income Fund JANUS INVESTMENT FUND 8,3711.4M $2.31 %0.00 %as of Mar 31, 2026 ↗
JNL/T. Rowe Price Balanced Fund JNL Series Trust 8,3181.4M $0.24 %0.00 %as of Mar 31, 2026 ↗
Equity Income Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 8,3111.4M $0.18 %0.00 %as of Mar 31, 2026 ↗
State Street(R) Galaxy Hedged Digital Asset Ecosystem ETF SSGA Active Trust 8,2641.6M $1.93 %0.00 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 8,2601.4M $0.04 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB 8,19712.9M SEK0.08 %0.00 %as of Mar 31, 2026 ↗

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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.

FundWeight 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.

QuarterShareholdersChangeSharesChange
2026Q21,099+47339,131,825-2.5 %
2026Q11,052+9347,793,564-5.9 %
2025Q41,043-5369,429,244-2.9 %
2025Q31,048-21380,387,086-1.1 %
2025Q21,069+89384,802,441+0.1 %
2025Q1980-12384,420,233-3.6 %
2024Q4992+33398,784,413-1.1 %
2024Q3959+47403,368,542-0.5 %
2024Q2912-39405,312,624-2.5 %
2024Q1951-32415,819,326-2.5 %
2023Q4983426,544,894

Institutional managers

2,463 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
MITSUBISHI UFJ FINANCIAL GROUP INC377,085,16762.1B $as of Mar 31, 2026
STATE STREET CORP101,340,19416.7B $as of Mar 31, 2026
BlackRock, Inc.96,396,88915.9B $as of Mar 31, 2026
JPMORGAN CHASE & CO43,578,2796.9B $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC27,702,6744.5B $as of Mar 31, 2026
Fisher Asset Management, LLC25,600,0684.2B $as of Mar 31, 2026
FMR LLC22,730,0233.7B $as of Mar 31, 2026
Capital Research Global Investors20,270,7203.3B $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/17,014,7572.8M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/16,326,6762.7B $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC14,875,1812.4B $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC13,916,4902.3B $as of Mar 31, 2026
NORTHERN TRUST CORP12,818,0612.1B $as of Mar 31, 2026
UBS Group AG11,923,3382B $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/11,749,8561.9B $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC11,017,8481.8B $as of Mar 31, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP10,244,6691.7B $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC9,991,1471.6B $as of Mar 31, 2026
Bank of New York Mellon Corp9,794,2881.6B $as of Mar 31, 2026
FRANKLIN RESOURCES INC9,175,2211.5B $as of Mar 31, 2026
Legal & General Group Plc8,295,2631.4B $as of Mar 31, 2026
ROYAL BANK OF CANADA7,923,8291.3B $as of Mar 31, 2026
Invesco Ltd.7,846,4581.3B $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP7,235,7561.2B $as of Mar 31, 2026
Capital International Investors7,157,3101.2B $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.

ShareholderDeclared stakeShares
MITSUBISHI UFJ FINANCIAL GROUP, INC. 23.95 %380,307,520as of Apr 13, 2026 · SCHEDULE 13D
Vanguard Capital Management 5.65 %89,855,360as 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.

FundBond linesValue
VANGUARD TOTAL BOND MARKET INDEX FUND521.9B $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND231.8B $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND471.7B $as of Mar 31, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND191.1B $as of Apr 30, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND251B $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND20991.2M $as of Apr 30, 2026
American Balanced Fund22783.8M $as of Mar 31, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF37742.9M $as of Feb 28, 2026
PGIM Total Return Bond Fund20673.7M $as of Apr 30, 2026
iShares Core U.S. Aggregate Bond ETF56621.3M $as of Feb 28, 2026
Bond Fund of America24572.3M $as of Mar 31, 2026
VANGUARD WELLINGTON FUND16559.9M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND21523.4M $as of Mar 31, 2026
VANGUARD INSTITUTIONAL INTERMEDIATE-TERM BOND FUND24453.6M $as of Mar 31, 2026
Fidelity Investment Grade Bond Central Fund11447.8M $as of Mar 31, 2026
VANGUARD SHORT-TERM BOND INDEX FUND24431.8M $as of Mar 31, 2026
VANGUARD WELLESLEY INCOME FUND14421.6M $as of Mar 31, 2026
Franklin Income Fund5408.7M $as of Mar 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF22377.4M $as of Feb 28, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF25365.9M $as of Feb 28, 2026
Fidelity U.S. Bond Index Fund34365.5M $as of Feb 28, 2026
Fidelity Total Bond Fund11349.6M $as of Feb 28, 2026
Loomis Sayles Investment Grade Bond Fund10334.5M $as of Mar 31, 2026
Strategic Advisers Fidelity Core Income Fund19316.9M $as of Feb 28, 2026
Fidelity Series Investment Grade Bond Fund8307.5M $as of Feb 28, 2026
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Titelia. "Fund shareholders of Morgan Stanley". https://titelia.com/en/stocks/morgan-stanley-US6174464486