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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III | 8,674 | 1.8M $ | 0.31 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Hartford Alpha Capture Value ETF Hartford Funds Exchange-Traded Trust | 8,643 | 1.8M $ | 1.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SA JPMorgan Diversified Balanced Portfolio SUNAMERICA SERIES TRUST | 8,441 | 1.8M $ | 0.42 % | 0.00 % | as of Jul 31, 2026 ↗ |
| AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust | 8,381 | 1.8M $ | 0.08 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Hedgeye Quality Growth ETF ETF Opportunities Trust | 8,370 | 1.8M $ | 1.40 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust | 8,342 | 1.8M $ | 0.31 % | 0.00 % | as of Jul 31, 2026 ↗ |
| JPMorgan Diversified Fund JPMorgan Trust I | 8,320 | 1.7M $ | 0.33 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Columbia Large Cap Enhanced Core Fund COLUMBIA FUNDS SERIES TRUST | 8,314 | 1.7M $ | 0.36 % | 0.00 % | as of May 31, 2026 ↗ |
| Multi-Asset High Income Fund John Hancock Funds II | 8,314 | 1.7M $ | 0.42 % | 0.00 % | as of May 31, 2026 ↗ |
| Equity Income Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 8,311 | 1.7M $ | 0.21 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Victory Pioneer Equity Income VCT Portfolio Victory Variable Insurance Funds II | 8,292 | 1.7M $ | 2.39 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Madison Dividend Income Fund MADISON FUNDS | 8,275 | 1.7M $ | 1.92 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB | 8,197 | 12.9M SEK | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 8,145 | 1.7M $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Horizon Equity Premium Income Fund Horizon Funds | 8,133 | 1.7M $ | 0.99 % | 0.00 % | as of May 31, 2026 ↗ |
| PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III | 8,120 | 1.7M $ | 1.39 % | 0.00 % | as of Jul 31, 2026 ↗ |
| EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust | 8,083 | 1.7M $ | 0.15 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares S&P 500 Ex-Technology ETF ProShares Trust | 8,052 | 1.7M $ | 0.63 % | 0.00 % | as of May 31, 2026 ↗ |
| Boston Common ESG Impact U.S. Equity Fund Professionally Managed Portfolios | 8,050 | 1.7M $ | 2.15 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Asset Allocation Fund VALIC Co I | 8,004 | 1.7M $ | 1.11 % | 0.00 % | as of May 31, 2026 ↗ |
| Hennessy Large Cap Financial Fund Hennessy Funds Trust | 8,000 | 1.7M $ | 5.68 % | 0.00 % | as of Jul 31, 2026 ↗ |
| WisdomTree U.S. Multifactor Fund WisdomTree Trust | 7,878 | 1.6M $ | 0.53 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Janus Henderson U.S. Dividend Income Fund Janus Investment Fund | 7,846 | 1.6M $ | 2.29 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AVIP BlackRock Advantage Large Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 7,844 | 1.6M $ | 0.36 % | 0.00 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Global Allocation Fund T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. | 7,798 | 1.6M $ | 0.19 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Alger Balanced Portfolio ALGER PORTFOLIOS | 7,795 | 1.6M $ | 2.29 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Swedbank Robur Transfer 50 Swedbank Robur Fonder AB | 7,774 | 12.2M SEK | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds | 7,716 | 1.6M $ | 0.36 % | 0.00 % | as of Jul 31, 2026 ↗ |
| THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. | 7,629 | 1.6M $ | 0.70 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Level Four Large Cap Growth Active ETF ALPS ETF TRUST | 7,601 | 1.6M $ | 1.17 % | 0.00 % | as of May 31, 2026 ↗ |
| Alger Growth & Income Portfolio ALGER PORTFOLIOS | 7,554 | 1.6M $ | 3.07 % | 0.00 % | as of Jun 30, 2026 ↗ |
| STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND Sterling Capital Funds | 7,505 | 1.6M $ | 2.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Yield Enhanced Equity ETF Fidelity Greenwood Street Trust | 7,460 | 1.6M $ | 0.72 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. | 7,460 | 1.6M $ | 0.19 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 7,438 | 1.5M $ | 0.20 % | 0.00 % | as of May 31, 2026 ↗ |
| State Street(R) Galaxy Hedged Digital Asset Ecosystem ETF SSGA Active Trust | 7,364 | 1.5M $ | 1.89 % | 0.00 % | as of Jul 31, 2026 ↗ |
| JPMorgan Fundamental Data Science Large Value ETF J.P. Morgan Exchange-Traded Fund Trust | 7,333 | 1.5M $ | 1.45 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Capital Group U.S. Equity Fund Capital Group U.S. Equity Fund | 7,251 | 1.5M $ | 0.36 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Farm Growth Fund Advisers Investment Trust | 7,200 | 1.5M $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 7,192 | 1.5M $ | 0.23 % | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 7,186 | 1.5M $ | 0.23 % | 0.00 % | as of May 31, 2026 ↗ |
| Goldman Sachs Value Opportunities ETF Goldman Sachs ETF Trust | 7,182 | 1.5M $ | 3.80 % | 0.00 % | as of May 31, 2026 ↗ |
| Guardian Large Cap Fundamental Growth VIP Fund Guardian Variable Products Trust | 7,141 | 1.5M $ | 0.93 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Horizon Managed Risk ETF Horizon Funds | 7,138 | 1.5M $ | 0.37 % | 0.00 % | as of May 31, 2026 ↗ |
| Morningstar Global Income Fund Morningstar Funds Trust | 7,137 | 1.5M $ | 1.05 % | 0.00 % | as of Jul 31, 2026 ↗ |
| First Trust Dorsey Wright Momentum & Dividend ETF First Trust Exchange-Traded Fund VI | 7,133 | 1.5M $ | 2.21 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avanza USA Avanza Fonder AB | 7,130 | 11.2M SEK | 0.42 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JAMESTOWN EQUITY FUND Williamsburg Investment Trust | 7,100 | 1.5M $ | 2.15 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II | 7,094 | 1.5M $ | 0.28 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust | 7,077 | 1.5M $ | 0.14 % | 0.00 % | as of Jul 31, 2026 ↗ |
| BlackRock Advantage Large Cap Value V.I. Fund BlackRock Variable Series Funds, Inc. | 6,997 | 1.5M $ | 1.34 % | 0.00 % | as of Jun 30, 2026 ↗ |
| BNY Mellon Balanced Opportunity Fund BNY Mellon Investment Funds VI | 6,953 | 1.4M $ | 0.49 % | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD WELLINGTON U.S. VALUE ACTIVE ETF VANGUARD WELLESLEY INCOME FUND | 6,945 | 1.5M $ | 1.95 % | 0.00 % | as of Jun 30, 2026 ↗ |
| BlackRock Managed Income Fund BlackRock Funds II | 6,915 | 1.4M $ | 0.16 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust | 6,819 | 1.4M $ | 0.34 % | 0.00 % | as of May 31, 2026 ↗ |
| Brookstone Growth Stock ETF Northern Lights Fund Trust IV | 6,818 | 1.4M $ | 1.02 % | 0.00 % | as of May 31, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 6,757 | 1.4M $ | 0.37 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust | 6,754 | 1.4M $ | 0.40 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 6,746 | 1.4M $ | 0.39 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Steward Values Enhanced Large Cap Fund Steward Funds Inc | 6,722 | 1.4M $ | 0.43 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Income Equity Fund Northern Funds | 6,703 | 1.4M $ | 0.44 % | 0.00 % | as of Jun 30, 2026 ↗ |
| LSV Conservative Value Equity Fund ADVISORS' INNER CIRCLE FUND | 6,700 | 1.4M $ | 0.82 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Hedged Equity Income Fund Cavanal Hill Funds | 6,700 | 1.4M $ | 4.28 % | 0.00 % | as of May 31, 2026 ↗ |
| THE NIGHTVIEW FUND Capitol Series Trust | 6,637 | 1.4M $ | 4.50 % | 0.00 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Integrated Global Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 6,632 | 1.4M $ | 0.71 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Indecap Guide Global Indecap Fonder AB | 6,579 | 10.3M SEK | 1.25 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Guardian Large Cap Disciplined Value VIP Fund Guardian Variable Products Trust | 6,516 | 1.4M $ | 1.87 % | 0.00 % | as of Jun 30, 2026 ↗ |
| CONNORS HEDGED EQUITY FUND Connors Funds | 6,500 | 1.4M $ | 2.08 % | 0.00 % | as of May 31, 2026 ↗ |
| GMO Alternative Allocation Fund GMO TRUST | 6,488 | 1.3M $ | 0.17 % | 0.00 % | as of May 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 6,411 | 1.3M $ | 0.22 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SPP Generation 50-tal Storebrand Asset Management AS | 6,403 | 10M SEK | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| S&P 500 Index Fund SHELTON FUNDS | 6,398 | 1.3M $ | 0.38 % | 0.00 % | as of May 31, 2026 ↗ |
| Hartford Disciplined US Equity ETF Lattice Strategies Trust | 6,375 | 1.3M $ | 0.66 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 6,365 | 1.3M $ | 0.12 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Franklin U.S. Core Equity (IU) Fund Franklin Fund Allocator Series | 6,346 | 1.3M $ | 0.11 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Nuveen Life Large Cap Responsible Equity Fund TIAA-CREF Life Funds | 6,342 | 1.3M $ | 1.17 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB | 6,335 | 9.9M SEK | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SGI Enhanced Market Leaders ETF RBB Fund, Inc. | 6,277 | 1.3M $ | 0.53 % | 0.00 % | as of May 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 6,255 | 1.3M $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nuveen Flexible Income Fund Nuveen Investment Trust V | 6,200 | 1.3M $ | 0.16 % | 0.00 % | as of May 31, 2026 ↗ |
| Cromwell Long Short Fund Total Fund Solution | 6,140 | 1.3M $ | 1.38 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AB Select US Equity Portfolio AB CAP FUND, INC. | 6,060 | 1.3M $ | 0.37 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PIMCO RAFI ESG U.S. ETF PIMCO Equity Series | 6,034 | 1.3M $ | 0.79 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Core Alternative ETF Listed Funds Trust | 6,028 | 1.3M $ | 4.54 % | 0.00 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Integrated U.S. Large-Cap Value Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 6,013 | 1.3M $ | 1.52 % | 0.00 % | as of Jun 30, 2026 ↗ |
| LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,994 | 1.3M $ | 0.30 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Climate Action Fund Fidelity Summer Street Trust | 5,948 | 1.2M $ | 2.13 % | 0.00 % | as of May 31, 2026 ↗ |
| Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB | 5,943 | 9.3M SEK | 0.33 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NAA WORLD EQUITY INCOME SERIES New Age Alpha Variable Funds Trust | 5,914 | 1.2M $ | 0.99 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Cullen Value Fund Cullen Funds Trust | 5,890 | 1.2M $ | 3.82 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Equity Income Fund John Hancock Funds II | 5,879 | 1.2M $ | 0.20 % | 0.00 % | as of May 31, 2026 ↗ |
| Xtrackers Net Zero Pathway Paris Aligned US Equity ETF DBX ETF Trust | 5,868 | 1.2M $ | 0.41 % | 0.00 % | as of May 29, 2026 ↗ |
| Goldman Sachs Innovate Equity ETF Goldman Sachs ETF Trust | 5,818 | 1.2M $ | 0.57 % | 0.00 % | as of May 31, 2026 ↗ |
| Aptus Drawdown Managed Equity ETF ETF Series Solutions | 5,799 | 1.2M $ | 0.42 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Zacks Dividend Fund Zacks Trust | 5,788 | 1.2M $ | 0.87 % | 0.00 % | as of May 31, 2026 ↗ |
| Allspring LT Large Growth ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST | 5,776 | 1.2M $ | 1.08 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Madison Dividend Value ETF Madison ETFs Trust | 5,727 | 1.2M $ | 1.99 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust | 5,704 | 1.2M $ | 0.86 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nuveen ESG Large-Cap ETF NuShares ETF Trust | 5,690 | 1.2M $ | 1.70 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Nuveen ESG Dividend ETF NuShares ETF Trust | 5,667 | 1.2M $ | 2.38 % | 0.00 % | as of Jul 31, 2026 ↗ |
Funds that publish their own holdings
| Fund | Weight 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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 1,148 | +49 | 339,545,557 | +0.1 % |
| 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 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP, INC. | 24.12 % | 380,511,118 | as 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.
Cite this page
Titelia. "Fund shareholders of Morgan Stanley". https://titelia.com/en/stocks/morgan-stanley-US6174464486