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 | |
|---|---|---|---|---|---|
| 1,001 | Global Atlantic BlackRock Disciplined Growth Portfolio Forethought Variable Insurance Trust | 2,088 | 343.6K $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 1,002 | BlackRock Managed Volatility V.I. Fund BlackRock Variable Series Funds, Inc. | 2,066 | 340K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 1,003 | KraneShares Value Line Dynamic Dividend Equity Index ETF Krane Shares Trust | 2,040 | 335.7K $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| 1,004 | SA Multi-Managed Large Cap Growth Portfolio SEASONS SERIES TRUST | 2,035 | 334.9K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 1,005 | E*TRADE No Fee Large Cap Index Fund E Trade Trust | 2,020 | 385K $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 1,006 | T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 1,993 | 328K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 1,007 | Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc | 1,971 | 375.7K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 1,008 | Fidelity Equity Market Neutral Fund Fidelity Greenwood Street Trust | 1,970 | 375.5K $ | 2.12 % | as of Apr 30, 2026 · Original filing |
| 1,009 | Stratified LargeCap Index ETF Exchange Listed Funds Trust | 1,946 | 320.3K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 1,010 | BlackRock Strategic Income Opportunities Portfolio BlackRock Funds V | 1,925 | 316.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 1,011 | SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust | 1,919 | 315.8K $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| 1,012 | MML Managed Volatility Fund MML SERIES INVESTMENT FUND | 1,855 | 305.3K $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 1,013 | Franklin Allocation VIP Fund Franklin Templeton Variable Insurance Products Trust | 1,845 | 303.6K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 1,014 | Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc | 1,825 | 347.8K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 1,015 | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 1,727 | 284.2K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 1,016 | iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust | 1,716 | 327.1K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 1,017 | State Farm Balanced Fund Advisers Investment Trust | 1,700 | 279.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 1,018 | Sparrow Growth Fund SPARROW FUNDS | 1,695 | 282.2K $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| 1,019 | The ESG Growth Portfolio HC Capital Trust | 1,682 | 276.8K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 1,020 | Optimized Equity Income ETF Listed Funds Trust | 1,640 | 312.6K $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| 1,021 | State Street(R) Galaxy Digital Asset Ecosystem ETF SSGA Active Trust | 1,615 | 307.8K $ | 1.95 % | as of Apr 30, 2026 · Original filing |
| 1,022 | GodFond Sverige & Världen Storebrand Asset Management AS | 1,611 | 2.5M SEK | 0.11 % | as of Mar 31, 2026 · Original filing |
| 1,023 | ProShares S&P 500 Ex-Energy ETF ProShares Trust | 1,601 | 266.6K $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 1,024 | S&P 500 2x Strategy Fund Rydex Variable Trust | 1,600 | 263.3K $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 1,025 | Sustainable Equity Fund RUSSELL INVESTMENT CO | 1,541 | 293.7K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 1,026 | Transamerica Large Value Opportunities TRANSAMERICA FUNDS | 1,532 | 292K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 1,027 | ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND | 1,514 | 249.2K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 1,028 | Federated Hermes MDT Market Neutral ETF Federated Hermes ETF Trust | 1,498 | 246.5K $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 1,029 | VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 1,484 | 247.1K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 1,030 | Federated Hermes MDT Large Cap Core ETF Federated Hermes ETF Trust | 1,422 | 236.8K $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| 1,031 | Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III | 1,418 | 233.4K $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 1,032 | Equity Income Fund RUSSELL INVESTMENT CO | 1,417 | 270.1K $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 1,033 | Calamos Growth & Income Portfolio CALAMOS ADVISORS TRUST/IL | 1,415 | 232.9K $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| 1,034 | Hartford US Value ETF Lattice Strategies Trust | 1,411 | 268.9K $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| 1,035 | Yieldmax Target 12 Big 50 Option Income ETF Tidal Trust II | 1,404 | 267.6K $ | 1.02 % | as of Apr 30, 2026 · Original filing |
| 1,036 | Invesco ESG S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 1,377 | 229.3K $ | 0.48 % | as of Feb 28, 2026 · Original filing |
| 1,037 | SEB Global Exposure SEB Funds AB | 1,344 | 2.1M SEK | 0.32 % | as of Mar 31, 2026 · Original filing |
| 1,038 | Intech S&P Large Cap Diversified Alpha ETF Tidal Trust III | 1,342 | 255.8K $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 1,039 | E*TRADE No Fee Total Market Index Fund E Trade Trust | 1,304 | 248.5K $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 1,040 | AQR Trend Total Return Fund AQR Funds | 1,280 | 210.6K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 1,041 | Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 1,272 | 209.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 1,042 | Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS | 1,239 | 236.1K $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 1,043 | Transamerica Balanced II TRANSAMERICA FUNDS | 1,213 | 231.2K $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 1,044 | The Catholic SRI Growth Portfolio HC Capital Trust | 1,206 | 198.5K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 1,045 | ProShares Large Cap Core Plus ProShares Trust | 1,203 | 200.3K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 1,046 | SPP Generation 40-tal Storebrand Asset Management AS | 1,156 | 1.8M SEK | 0.06 % | as of Mar 31, 2026 · Original filing |
| 1,047 | Cicero-Optimum US Sector Fund Cicero Fonder AB | 1,155 | 1.8M SEK | 0.57 % | as of Mar 31, 2026 · Original filing |
| 1,048 | Xtrackers S&P 500 Growth Scored & Screened ETF DBX ETF Trust | 1,155 | 192.3K $ | 1.55 % | as of Feb 27, 2026 · Original filing |
| 1,049 | Multi-Strategy Income Fund RUSSELL INVESTMENT CO | 1,148 | 218.8K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 1,050 | Lincoln U.S. Equity Income Maximizer Fund Lincoln Funds Trust | 1,129 | 215.2K $ | 1.14 % | as of Apr 30, 2026 · Original filing |
| 1,051 | AAM Brentview Dividend Growth ETF ETF Series Solutions | 1,118 | 213.1K $ | 3.39 % | as of Apr 30, 2026 · Original filing |
| 1,052 | AQR Managed Futures Strategy HV Fund AQR Funds | 1,117 | 183.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 1,053 | JPMorgan Dividend Leaders ETF J.P. Morgan Exchange-Traded Fund Trust | 1,090 | 207.7K $ | 1.85 % | as of Apr 30, 2026 · Original filing |
| 1,054 | Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust | 1,075 | 176.9K $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 1,055 | Global Strategy Fund VALIC Co I | 1,072 | 178.5K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 1,056 | Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 1,056 | 201.3K $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 1,057 | Leuthold Global Fund Managed Portfolio Series | 1,040 | 171.2K $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| 1,058 | AXS FTSE Venture Capital Return Tracker Fund INVESTMENT MANAGERS SERIES TRUST II | 1,038 | 170.8K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 1,059 | UBS U.S. Allocation Fund UBS INVESTMENT TRUST | 1,028 | 171.2K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 1,060 | Virtus Global Allocation Fund Virtus Strategy Trust | 1,027 | 169K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 1,061 | LoCorr Strategic Allocation Fund LoCorr Investment Trust | 1,020 | 167.9K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 1,062 | State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS | 976 | 160.6K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 1,063 | Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS | 969 | 184.7K $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| 1,064 | Mast Multialternative Strategy Fund Investment Managers Series Trust III | 929 | 177.1K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 1,065 | Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust | 927 | 176.7K $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| 1,066 | SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 916 | 174.6K $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 1,067 | AQR Global Equity Fund AQR Funds | 913 | 150.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 1,068 | Transamerica Large Core ESG TRANSAMERICA FUNDS | 910 | 173.4K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 1,069 | Longboard Fund NORTHERN LIGHTS FUND TRUST II | 894 | 148.9K $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 1,070 | TIFF MULTI-ASSET FUND TIFF Investment Program | 886 | 145.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 1,071 | Fidelity Dynamic Buffered Equity ETF Fidelity Greenwood Street Trust | 866 | 165.1K $ | 0.88 % | as of Apr 30, 2026 · Original filing |
| 1,072 | Fulcrum Diversified Absolute Return Fund Northern Lights Fund Trust IV | 862 | 141.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 1,073 | Loomis Sayles Strategic Alpha Fund Natixis Funds Trust II | 846 | 139.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 1,074 | NVIT J.P. Morgan Innovators Fund Nationwide Variable Insurance Trust | 844 | 138.9K $ | 1.45 % | as of Mar 31, 2026 · Original filing |
| 1,075 | Loomis Sayles High Income Opportunities Fund LOOMIS SAYLES FUNDS I | 827 | 136.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 1,076 | Artisan Value Income Fund Artisan Partners Funds Inc. | 827 | 136.1K $ | 1.64 % | as of Mar 31, 2026 · Original filing |
| 1,077 | FINANCIALS ULTRASECTOR PROFUND ProFunds | 821 | 156.5K $ | 2.37 % | as of Apr 30, 2026 · Original filing |
| 1,078 | Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST | 821 | 135.1K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 1,079 | Franklin Dividend Growth ETF Franklin Templeton ETF Trust | 821 | 135.1K $ | 2.74 % | as of Mar 31, 2026 · Original filing |
| 1,080 | ProShares S&P 500 Ex-Health Care ETF ProShares Trust | 816 | 135.9K $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| 1,081 | Loomis Sayles Institutional High Income Fund LOOMIS SAYLES FUNDS I | 809 | 133.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 1,082 | SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 786 | 129.4K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 1,083 | BULL PROFUND ProFunds | 772 | 147.1K $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 1,084 | Financial Services Fund Rydex Variable Trust | 765 | 125.9K $ | 1.50 % | as of Mar 31, 2026 · Original filing |
| 1,085 | AB All Market Total Return Portfolio AB PORTFOLIOS | 750 | 124.9K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 1,086 | Abraham Fortress Fund INVESTMENT MANAGERS SERIES TRUST II | 732 | 120.5K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 1,087 | PROFUND VP BULL ProFunds | 724 | 119.1K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 1,088 | PROFUND VP LARGE CAP GROWTH ProFunds | 719 | 118.3K $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 1,089 | Meriti Ekorren Global Finserve Nordic AB | 706 | 1.1M SEK | 0.43 % | as of Mar 31, 2026 · Original filing |
| 1,090 | Financial Services Fund Rydex Series Funds | 676 | 111.2K $ | 1.50 % | as of Mar 31, 2026 · Original filing |
| 1,091 | JPMorgan U.S. Research Enhanced Large Cap ETF J.P. Morgan Exchange-Traded Fund Trust | 664 | 109.3K $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 1,092 | John Hancock U.S. High Dividend ETF John Hancock Exchange-Traded Fund Trust | 641 | 105.5K $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| 1,093 | Gotham Enhanced S&P 500 Index Fund FundVantage Trust | 634 | 104.3K $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 1,094 | JPMorgan Fundamental Data Science Large Core ETF J.P. Morgan Exchange-Traded Fund Trust | 632 | 104K $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| 1,095 | Federated Hermes MDT Balanced Fund Federated Hermes MDT Series | 627 | 119.5K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 1,096 | Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust | 618 | 102.9K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 1,097 | iShares S&P 500 3% Capped ETF iShares Trust | 615 | 101.2K $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 1,098 | NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust | 553 | 91K $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 1,099 | Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc | 537 | 102.3K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 1,100 | QRAFT AI-Enhanced U.S. Large Cap ETF Exchange Listed Funds Trust | 526 | 100.3K $ | 0.67 % | as of Apr 30, 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 |