Titelia

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.

FundSharesValueWeight in fundShare of capital
BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust 13,2002.8M $2.49 %0.00 %as of Jun 30, 2026 ↗
Global Atlantic Franklin Tactical Allocation Managed Risk Portfolio Forethought Variable Insurance Trust 13,1962.8M $1.90 %0.00 %as of Jun 30, 2026 ↗
EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust 13,1802.8M $0.06 %0.00 %as of Jun 30, 2026 ↗
ProShares Large Cap Core Plus ProShares Trust 13,1352.7M $0.52 %0.00 %as of May 31, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 13,0022.7M $0.40 %0.00 %as of May 31, 2026 ↗
Putnam U.S. Research Fund Putnam Investment Funds 12,9632.7M $0.33 %0.00 %as of Jul 31, 2026 ↗
Virtus NFJ Large-Cap Value Fund Virtus Investment Trust 12,8922.7M $1.48 %0.00 %as of Jun 30, 2026 ↗
BlackRock Advantage Large Cap Core Portfolio BlackRock Series Fund, Inc. 12,8882.7M $1.15 %0.00 %as of Jun 30, 2026 ↗
MFS Blended Research Core Equity Fund MFS SERIES TRUST XI 12,8642.7M $0.19 %0.00 %as of Jun 30, 2026 ↗
BlackRock Advantage Large Cap Core V.I. Fund BlackRock Variable Series Funds, Inc. 12,8082.7M $1.17 %0.00 %as of Jun 30, 2026 ↗
SA MFS Total Return Portfolio SUNAMERICA SERIES TRUST 12,7982.7M $0.56 %0.00 %as of Jul 31, 2026 ↗
Systematic Value Fund VALIC Co I 12,7912.7M $0.41 %0.00 %as of May 31, 2026 ↗
Sit Dividend Growth Fund SIT MUTUAL FUNDS INC 12,7752.7M $1.09 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Global Active Allocation Portfolio Brighthouse Funds Trust I 12,7352.7M $0.28 %0.00 %as of Jun 30, 2026 ↗
First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI 12,6782.7M $0.11 %0.00 %as of Jun 30, 2026 ↗
Principal Capital Appreciation Account Principal Variable Contract Funds, Inc 12,6302.6M $1.00 %0.00 %as of Jun 30, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 12,6132.6M $0.56 %0.00 %as of May 31, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 12,4722.6M $0.28 %0.00 %as of Jun 30, 2026 ↗
AST Preservation Asset Allocation Portfolio Advanced Series Trust 12,3892.6M $0.09 %0.00 %as of Jun 30, 2026 ↗
Hedged Equity Portfolio PACIFIC SELECT FUND 12,3782.6M $0.57 %0.00 %as of Jun 30, 2026 ↗
Nomura VIP Balanced Series Ivy Variable Insurance Portfolios 12,3002.6M $1.15 %0.00 %as of Jun 30, 2026 ↗
Infrastructure Capital Equity Income ETF Series Portfolios Trust 12,1552.5M $2.33 %0.00 %as of May 31, 2026 ↗
Destinations Equity Income Fund Brinker Capital Destinations Trust 12,0952.5M $0.51 %0.00 %as of May 31, 2026 ↗
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 12,0572.5M $0.07 %0.00 %as of May 31, 2026 ↗
Steward Large Cap Value Fund Steward Funds Inc 12,0002.5M $1.66 %0.00 %as of Jul 31, 2026 ↗
American Century Large Cap Equity ETF American Century ETF Trust 11,9962.5M $0.81 %0.00 %as of May 31, 2026 ↗
JPMorgan Global Allocation Fund JPMorgan Trust I 11,9172.5M $0.11 %0.00 %as of Jul 31, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 11,8972.5M $0.33 %0.00 %as of Jun 30, 2026 ↗
Knights of Columbus Large Cap Growth Fund ADVISORS' INNER CIRCLE III 11,8062.5M $0.77 %0.00 %as of Jul 31, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 11,6212.4M $0.41 %0.00 %as of May 31, 2026 ↗
AVIP Fidelity Institutional AM Equity Growth Portfolio AuguStar Variable Insurance Products Fund Inc 11,5962.4M $0.98 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) MSCI USA Gender Diversity ETF SPDR SERIES TRUST 11,5662.4M $0.75 %0.00 %as of Jun 30, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 11,5272.4M $0.38 %0.00 %as of Jun 30, 2026 ↗
BlackRock Balanced Portfolio BlackRock Series Fund, Inc. 11,4252.4M $0.49 %0.00 %as of Jun 30, 2026 ↗
Gateway Equity Call Premium Fund Gateway Trust 11,4182.4M $0.71 %0.00 %as of Jun 30, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 11,3642.4M $0.14 %0.00 %as of Jun 30, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 11,3192.4M $0.28 %0.00 %as of Jun 30, 2026 ↗
North Country Large Cap Equity Fund North Country Funds 11,3002.4M $1.88 %0.00 %as of May 31, 2026 ↗
Fidelity Magellan ETF Fidelity Covington Trust 11,2812.4M $0.96 %0.00 %as of Jul 31, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 11,2742.4M $0.77 %0.00 %as of Jun 30, 2026 ↗
JPMorgan U.S. Research Enhanced Large Cap ETF J.P. Morgan Exchange-Traded Fund Trust 11,2182.3M $0.55 %0.00 %as of Jun 30, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 11,1492.3M $0.26 %0.00 %as of May 31, 2026 ↗
MML VIP T. Rowe Price Blue Chip Growth Fund MML SERIES INVESTMENT FUND 11,1402.3M $0.52 %0.00 %as of Jun 30, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 11,1322.3M $0.29 %0.00 %as of May 29, 2026 ↗
Swedbank Robur Transfer 90 Swedbank Robur Fonder AB 11,10017.4M SEK0.16 %0.00 %as of Mar 31, 2026 ↗
SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST 11,0812.3M $0.33 %0.00 %as of Jul 31, 2026 ↗
MoA Large Cap Value Index Fund MoA Funds Corp 11,0262.3M $0.65 %0.00 %as of Jun 30, 2026 ↗
KPA Blandfond Swedbank Robur Fonder AB 11,01817.3M SEK0.11 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Systematic U.S. Large Cap Core Portfolio SUNAMERICA SERIES TRUST 10,9082.3M $0.66 %0.00 %as of Jul 31, 2026 ↗
Swedbank Robur Access Edge Global Swedbank Robur Fonder AB 10,88417.1M SEK0.25 %0.00 %as of Mar 31, 2026 ↗
Defensive Market Strategies Fund GuideStone Funds 10,8812.3M $0.18 %0.00 %as of Jun 30, 2026 ↗
ALGER RESPONSIBLE INVESTING FUND ALGER FUNDS II 10,8672.3M $1.69 %0.00 %as of Jul 31, 2026 ↗
Lannebo Marknad USA Lannebo Kapitalförvaltning AB 10,76916.9M SEK0.40 %0.00 %as of Mar 31, 2026 ↗
Empower Large Cap Value Fund EMPOWER FUNDS, INC. 10,7612.2M $0.10 %0.00 %as of Jun 30, 2026 ↗
Boston Trust Walden Equity Fund Boston Trust Walden Funds 10,7002.2M $1.01 %0.00 %as of Jun 30, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 10,6892.2M $0.12 %0.00 %as of Jun 30, 2026 ↗
ALPS Equal Sector Weight ETF ALPS ETF TRUST 10,4502.2M $0.16 %0.00 %as of May 31, 2026 ↗
First Trust Indxx Innovative Transaction & Process ETF First Trust Exchange-Traded Fund VI 10,4302.2M $1.69 %0.00 %as of Jun 30, 2026 ↗
Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I 10,4282.2M $0.38 %0.00 %as of Jun 30, 2026 ↗
AMF Balansfond AMF Fonder AB 10,42416.3M SEK0.06 %0.00 %as of Mar 31, 2026 ↗
PSF Global Portfolio Prudential Series Fund 10,4222.2M $0.19 %0.00 %as of Jun 30, 2026 ↗
BlackRock Dynamic High Income Portfolio BlackRock Funds II 10,4202.2M $0.13 %0.00 %as of Jul 31, 2026 ↗
Penn Series Large Growth Stock Fund Penn Series Funds Inc 10,3432.2M $0.60 %0.00 %as of Jun 30, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 10,2822.1M $0.37 %0.00 %as of Jun 30, 2026 ↗
Lysa Global Equity Focus Lysa Fonder AB 10,22716M SEK0.28 %0.00 %as of Mar 31, 2026 ↗
American Funds Global Balanced Fund AMERICAN FUNDS INSURANCE SERIES 10,2132.1M $0.45 %0.00 %as of Jun 30, 2026 ↗
BNY Mellon Enhanced Dividend and Income ETF BNY Mellon ETF Trust II 10,2022.1M $1.44 %0.00 %as of May 29, 2026 ↗
Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST 10,1822.1M $0.01 %0.00 %as of Jun 30, 2026 ↗
1290 VT Socially Responsible Portfolio EQ Advisors Trust 10,1082.1M $0.71 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Global Managed Beta Fund GOLDMAN SACHS TRUST 10,0872.1M $0.04 %0.00 %as of May 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 10,0312.1M $0.34 %0.00 %as of Jul 31, 2026 ↗
SPP Generation 80-tal Storebrand Asset Management AS 10,01515.7M SEK0.22 %0.00 %as of Mar 31, 2026 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 9,9942.1M $3.54 %0.00 %as of Jul 31, 2026 ↗
JPMorgan Equity Premium Yield ETF J.P. Morgan Exchange-Traded Fund Trust 9,9392.1M $0.81 %0.00 %as of Jun 30, 2026 ↗
First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust 9,8402.1M $0.17 %0.00 %as of Jun 30, 2026 ↗
NAA LARGE CAP VALUE SERIES New Age Alpha Variable Funds Trust 9,8112.1M $1.05 %0.00 %as of Jun 30, 2026 ↗
LVIP American Century Balanced Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,7252M $0.51 %0.00 %as of Jun 30, 2026 ↗
Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB 9,67015.2M SEK0.11 %0.00 %as of Mar 31, 2026 ↗
ONEASCENT LARGE CAP CORE ETF Unified Series Trust 9,5842M $0.82 %0.00 %as of May 31, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 9,5762M $0.13 %0.00 %as of Jun 30, 2026 ↗
GOVERNMENT STREET OPPORTUNITIES FUND Williamsburg Investment Trust 9,5652M $2.14 %0.00 %as of Jun 30, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 9,5132M $0.22 %0.00 %as of Jun 30, 2026 ↗
Baron Financials ETF Baron ETF Trust 9,4682M $4.29 %0.00 %as of Jun 30, 2026 ↗
MOA BALANCED FUND MoA Funds Corp 9,4492M $0.89 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Capital Appreciation and Income Fund T. ROWE PRICE CAPITAL APPRECIATION FUND, INC. 9,4352M $0.48 %0.00 %as of Jun 30, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 9,3492M $0.62 %0.00 %as of Jun 30, 2026 ↗
Franklin Growth and Income VIP Fund Franklin Templeton Variable Insurance Products Trust 9,2281.9M $3.15 %0.00 %as of Jun 30, 2026 ↗
DF Tactical Momentum VIT Fund Northern Lights Variable Trust 9,2031.9M $1.85 %0.00 %as of Jun 30, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 9,1081.9M $0.18 %0.00 %as of Jun 30, 2026 ↗
NAA ALLOCATION FUND New Age Alpha Funds Trust 9,0901.9M $0.93 %0.00 %as of Jun 30, 2026 ↗
MML VIP JPMorgan U.S. Research Enhanced Equity Fund MML SERIES INVESTMENT FUND 9,0891.9M $0.57 %0.00 %as of Jun 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 9,0681.9M $0.33 %0.00 %as of Jun 30, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 9,0621.9M $0.43 %0.00 %as of May 31, 2026 ↗
Unusual Whales Subversive Democratic Trading ETF Tidal Trust I 8,9651.9M $0.66 %0.00 %as of Jun 30, 2026 ↗
Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB 8,93914M SEK0.12 %0.00 %as of Mar 31, 2026 ↗
Equity Income Trust John Hancock Variable Insurance Trust 8,9191.9M $0.20 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Equity Income Portfolio T. ROWE PRICE EQUITY SERIES, INC. 8,8841.9M $0.20 %0.00 %as of Jun 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 8,8251.8M $0.25 %0.00 %as of Jun 30, 2026 ↗
WESTWOOD QUALITY VALUE FUND Ultimus Managers Trust 8,7441.8M $2.40 %0.00 %as of Jul 31, 2026 ↗
Artisan Value Fund Artisan Partners Funds Inc. 8,7171.8M $0.65 %0.00 %as of Jun 30, 2026 ↗

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Funds that publish their own holdings

FundWeight 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.

FundWeight 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.

QuarterShareholdersChangeSharesChange
2026Q31,148+49339,545,557+0.1 %
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 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.

ShareholderDeclared stakeShares
MITSUBISHI UFJ FINANCIAL GROUP, INC. 24.12 %380,511,118as 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.

FundBond linesValue
VANGUARD TOTAL BOND MARKET II INDEX FUND502B $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND531.9B $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND221.8B $as of May 31, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND211.1B $as of Jul 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND271.1B $as of May 31, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND21979.4M $as of Jul 31, 2026
American Balanced Fund23973.1M $as of Jun 30, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF39744.8M $as of May 31, 2026
Bond Fund of America24707.8M $as of Jun 30, 2026
PGIM Total Return Bond Fund21661.5M $as of Jul 31, 2026
iShares Core U.S. Aggregate Bond ETF58647.7M $as of May 31, 2026
VANGUARD WELLINGTON FUND16641.9M $as of May 31, 2026
Lord Abbett Short Duration Income Fund11579.7M $as of May 31, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND21545.3M $as of Jun 30, 2026
Fidelity Investment Grade Bond Central Fund12459.2M $as of Jun 30, 2026
VANGUARD INSTITUTIONAL INTERMEDIATE-TERM BOND FUND24449.9M $as of Jun 30, 2026
VANGUARD WELLESLEY INCOME FUND15440.4M $as of Jun 30, 2026
Fidelity Total Bond Fund13438M $as of May 31, 2026
Franklin Income Fund5433.8M $as of Jun 30, 2026
VANGUARD SHORT-TERM BOND INDEX FUND23414.5M $as of Jun 30, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF22400.3M $as of May 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF26395.4M $as of May 31, 2026
Fidelity U.S. Bond Index Fund36379.1M $as of May 31, 2026
Baird Aggregate Bond Fund16343.4M $as of Jun 30, 2026
JPMorgan Core Bond Fund19342.9M $as of May 31, 2026
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Titelia. "Fund shareholders of Morgan Stanley". https://titelia.com/en/stocks/morgan-stanley-US6174464486