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 | |
|---|---|---|---|---|---|
| SA Franklin Systematic U.S. Large Cap Core Portfolio SUNAMERICA SERIES TRUST | 8,176 | 1.6M $ | 0.47 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust | 8,117 | 1.3M $ | 0.13 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Boston Common ESG Impact U.S. Equity Fund Professionally Managed Portfolios | 8,050 | 1.3M $ | 1.88 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Large Growth Stock Fund Penn Series Funds Inc | 7,960 | 1.3M $ | 0.41 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JPMorgan Fundamental Data Science Large Value ETF J.P. Morgan Exchange-Traded Fund Trust | 7,918 | 1.3M $ | 1.37 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 7,912 | 1.3M $ | 0.36 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Yield Enhanced Equity ETF Fidelity Greenwood Street Trust | 7,890 | 1.5M $ | 0.91 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AVIP BlackRock Advantage Large Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 7,844 | 1.3M $ | 0.31 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Guardian Large Cap Fundamental Growth VIP Fund Guardian Variable Products Trust | 7,841 | 1.3M $ | 0.86 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Horizon Equity Premium Income Fund Horizon Funds | 7,808 | 1.3M $ | 0.85 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Steward Covered Call Income Fund Steward Funds Inc | 7,800 | 1.5M $ | 1.22 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Alger Balanced Portfolio ALGER PORTFOLIOS | 7,795 | 1.3M $ | 2.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Swedbank Robur Transfer 50 Swedbank Robur Fonder AB | 7,774 | 12.2M SEK | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND Sterling Capital Funds | 7,733 | 1.3M $ | 2.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Alger Growth & Income Portfolio ALGER PORTFOLIOS | 7,733 | 1.3M $ | 2.79 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THE NIGHTVIEW FUND Capitol Series Trust | 7,706 | 1.5M $ | 4.81 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Asset Allocation Fund VALIC Co I | 7,614 | 1.3M $ | 0.86 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. | 7,463 | 1.2M $ | 0.17 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 7,452 | 1.4M $ | 0.12 % | 0.00 % | as of Apr 30, 2026 ↗ |
| BNY Mellon Balanced Opportunity Fund BNY Mellon Investment Funds VI | 7,435 | 1.2M $ | 0.43 % | 0.00 % | as of Feb 28, 2026 ↗ |
| VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II | 7,413 | 1.2M $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Level Four Large Cap Growth Active ETF ALPS ETF TRUST | 7,362 | 1.2M $ | 1.07 % | 0.00 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Global Allocation Fund T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. | 7,285 | 1.4M $ | 0.16 % | 0.00 % | as of Apr 30, 2026 ↗ |
| JPMorgan Diversified Fund JPMorgan Trust I | 7,229 | 1.2M $ | 0.25 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Farm Growth Fund Advisers Investment Trust | 7,200 | 1.2M $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NAA WORLD EQUITY INCOME SERIES New Age Alpha Variable Funds Trust | 7,200 | 1.2M $ | 0.85 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 7,186 | 1.2M $ | 0.21 % | 0.00 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Integrated U.S. Large-Cap Value Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 7,153 | 1.2M $ | 1.62 % | 0.00 % | as of Mar 31, 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 | 1.2M $ | 1.86 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/JPMorgan Global Allocation Fund JNL Series Trust | 7,088 | 1.2M $ | 0.14 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Guardian Large Cap Disciplined Value VIP Fund Guardian Variable Products Trust | 7,081 | 1.2M $ | 1.71 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Core Alternative ETF Listed Funds Trust | 7,028 | 1.3M $ | 4.85 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Allspring LT Large Growth ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST | 6,904 | 1.3M $ | 1.24 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nuveen Life Large Cap Responsible Equity Fund TIAA-CREF Life Funds | 6,902 | 1.1M $ | 1.15 % | 0.00 % | as of Mar 31, 2026 ↗ |
| CONNORS HEDGED EQUITY FUND Connors Funds | 6,900 | 1.1M $ | 1.89 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Income Equity Fund Northern Funds | 6,854 | 1.1M $ | 0.40 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust | 6,819 | 1.1M $ | 0.28 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust | 6,789 | 1.1M $ | 0.47 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust | 6,779 | 1.3M $ | 0.17 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Steward Values Enhanced Large Cap Fund Steward Funds Inc | 6,722 | 1.3M $ | 0.40 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,708 | 1.1M $ | 0.28 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Flexible Income Fund Nuveen Investment Trust V | 6,700 | 1.1M $ | 0.13 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Hedged Equity Income Fund Cavanal Hill Funds | 6,700 | 1.1M $ | 3.46 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust | 6,657 | 1.3M $ | 0.38 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 6,634 | 1.3M $ | 0.37 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Indecap Guide Global Indecap Fonder AB | 6,579 | 10.3M SEK | 1.25 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 6,560 | 1.1M $ | 0.18 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Voya Global Income & Growth Fund Voya Equity Trust | 6,530 | 1.1M $ | 0.24 % | 0.00 % | as of Feb 28, 2026 ↗ |
| GMO Alternative Allocation Fund GMO TRUST | 6,488 | 1.1M $ | 0.13 % | 0.00 % | as of Feb 28, 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 | 1.1M $ | 0.34 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 6,365 | 1M $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Franklin U.S. Core Equity (IU) Fund Franklin Fund Allocator Series | 6,346 | 1.2M $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 6,342 | 1M $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB | 6,335 | 9.9M SEK | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cromwell Long Short Fund Total Fund Solution | 6,283 | 1M $ | 1.22 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Integrated Global Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 6,200 | 1M $ | 0.70 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 6,158 | 1M $ | 0.14 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SGI Enhanced Market Leaders ETF RBB Fund, Inc. | 6,125 | 1M $ | 0.49 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Xtrackers Net Zero Pathway Paris Aligned US Equity ETF DBX ETF Trust | 6,098 | 1M $ | 0.36 % | 0.00 % | as of Feb 27, 2026 ↗ |
| Goldman Sachs Innovate Equity ETF Goldman Sachs ETF Trust | 6,069 | 1M $ | 0.48 % | 0.00 % | as of Feb 28, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 6,041 | 994.2K $ | 0.18 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Themes Global Systemically Important Banks ETF Themes ETF Trust | 6,024 | 991.4K $ | 3.62 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Climate Action Fund Fidelity Summer Street Trust | 5,998 | 998.7K $ | 2.09 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Equity Income Fund John Hancock Funds II | 5,975 | 994.9K $ | 0.17 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB | 5,943 | 9.3M SEK | 0.33 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Venerable World Equity Fund Venerable Variable Insurance Trust | 5,905 | 971.8K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cullen Value Fund Cullen Funds Trust | 5,890 | 969.3K $ | 3.41 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Managed Income Fund BlackRock Funds II | 5,824 | 958.5K $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 5,797 | 954K $ | 0.21 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco Global Equity Net Zero ETF Invesco Actively Managed Exchange-Traded Fund Trust | 5,796 | 1.1M $ | 0.67 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Zacks Dividend Fund Zacks Trust | 5,788 | 963.8K $ | 0.70 % | 0.00 % | as of Feb 28, 2026 ↗ |
| First Trust Dorsey Wright Momentum & Low Volatility ETF First Trust Exchange-Traded Fund VI | 5,755 | 947.1K $ | 1.37 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Madison Dividend Value ETF Madison ETFs Trust | 5,727 | 942.5K $ | 1.56 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen ESG Dividend ETF NuShares ETF Trust | 5,692 | 1.1M $ | 2.40 % | 0.00 % | as of Apr 30, 2026 ↗ |
| VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II | 5,690 | 936.4K $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Horizon Expedition Plus ETF Horizon Funds | 5,648 | 940.4K $ | 0.74 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PIMCO RAFI ESG U.S. ETF PIMCO Equity Series | 5,629 | 926.4K $ | 0.73 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Hartford Disciplined US Equity ETF Lattice Strategies Trust | 5,594 | 1.1M $ | 0.59 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Victory S&P 500 Index Fund Victory Portfolios | 5,561 | 915.2K $ | 0.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD WELLINGTON U.S. VALUE ACTIVE ETF VANGUARD WELLESLEY INCOME FUND | 5,559 | 914.8K $ | 1.69 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ClearBridge Sustainability Leaders Fund Legg Mason Partners Investment Trust | 5,550 | 1.1M $ | 1.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| BNY Mellon Asset Allocation Fund BNY MELLON FUNDS TRUST | 5,511 | 917.6K $ | 0.20 % | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust | 5,456 | 897.9K $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Large Cap Value Fund Northern Funds | 5,439 | 895.1K $ | 1.33 % | 0.00 % | as of Mar 31, 2026 ↗ |
| HVIA EQUITY FUND Ultimus Managers Trust | 5,419 | 902.3K $ | 1.68 % | 0.00 % | as of Feb 28, 2026 ↗ |
| MML Sustainable Equity Fund MML SERIES INVESTMENT FUND | 5,409 | 890.2K $ | 0.72 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Aptus Drawdown Managed Equity ETF ETF Series Solutions | 5,394 | 1M $ | 0.39 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Bain Capital Equity Opportunities Fund Northern Lights Variable Trust | 5,383 | 885.9K $ | 4.26 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 5,349 | 1M $ | 0.26 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 5,324 | 876.2K $ | 0.32 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III | 5,301 | 882.7K $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,295 | 871.4K $ | 0.18 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust | 5,289 | 870.4K $ | 0.82 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust | 5,214 | 858.1K $ | 0.15 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MML Equity Income Fund MML SERIES INVESTMENT FUND | 5,170 | 850.8K $ | 0.19 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AST Quantitative Modeling Portfolio Advanced Series Trust | 5,080 | 836K $ | 0.19 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust | 5,044 | 961.3K $ | 0.35 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Transamerica JPMorgan Tactical Allocation VP TRANSAMERICA SERIES TRUST | 4,980 | 819.6K $ | 0.10 % | 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