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 | |
|---|---|---|---|---|---|
| 101 | VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 530,618 | 88.4M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| 102 | JPMorgan Hedged Equity Fund JPMorgan Trust I | 503,670 | 82.9M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 103 | VIP Contrafund Portfolio Variable Insurance Products Fund II | 496,787 | 81.8M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 104 | College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 495,775 | 81.6M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 105 | Hamlin High Dividend Equity Fund ADVISORS' INNER CIRCLE FUND | 493,766 | 81.3M $ | 4.97 % | as of Mar 31, 2026 · Original filing |
| 106 | Avantis U.S. Large Cap Value ETF American Century ETF Trust | 483,222 | 80.5M $ | 0.76 % | as of Feb 28, 2026 · Original filing |
| 107 | THE HARTFORD DIVIDEND AND GROWTH FUND HARTFORD MUTUAL FUNDS, INC | 480,034 | 91.5M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| 108 | Columbia Select Large Cap Value Fund Columbia Funds Series Trust II | 478,678 | 79.7M $ | 2.53 % | as of Feb 28, 2026 · Original filing |
| 109 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 473,366 | 90.2M $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| 110 | Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 461,449 | 87.9M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| 111 | State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 442,827 | 72.9M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 112 | Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 437,753 | 83.4M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| 113 | Janus Henderson Balanced Portfolio JANUS ASPEN SERIES | 436,762 | 71.9M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| 114 | WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 435,970 | 71.7M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| 115 | iShares ESG Aware MSCI USA ETF iShares Trust | 435,680 | 72.5M $ | 0.46 % | as of Feb 28, 2026 · Original filing |
| 116 | Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 434,814 | 71.6M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 117 | VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 428,040 | 70.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 118 | Gateway Fund Gateway Trust | 414,283 | 68.2M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| 119 | Nuveen Large Cap Responsible Equity Fund TIAA-CREF Funds | 411,428 | 78.4M $ | 1.22 % | as of Apr 30, 2026 · Original filing |
| 120 | MFS Research Fund MFS Series Trust V | 410,147 | 67.5M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| 121 | JNL/Newton Equity Income Fund JNL Series Trust | 401,849 | 66.1M $ | 1.66 % | as of Mar 31, 2026 · Original filing |
| 122 | iShares Core S&P U.S. Value ETF iShares Trust | 394,570 | 64.9M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 123 | Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 394,024 | 75.1M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| 124 | JPMorgan Global Select Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 391,597 | 74.6M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| 125 | Columbia Balanced Fund COLUMBIA FUNDS SERIES TRUST I | 386,143 | 64.3M $ | 0.64 % | as of Feb 28, 2026 · Original filing |
| 126 | Columbia Research Enhanced Core ETF Columbia ETF Trust I | 386,054 | 73.6M $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| 127 | T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 384,683 | 63.3M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 128 | Schwab 1000 Index Fund SCHWAB INVESTMENTS | 384,043 | 73.2M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 129 | VIP Index 500 Portfolio Variable Insurance Products Fund II | 379,697 | 62.5M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 130 | JPMorgan Value Advantage Fund JPMorgan Trust I | 377,063 | 62.1M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| 131 | VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS | 372,902 | 61.4M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 132 | iShares MSCI ACWI ETF iShares Trust | 371,687 | 70.8M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 133 | Columbia Variable Portfolio - Select Large Cap Value Fund Columbia Funds Variable Series Trust II | 364,392 | 60M $ | 2.64 % | as of Mar 31, 2026 · Original filing |
| 134 | Dimensional US Large Cap Value ETF Dimensional ETF Trust | 362,350 | 69.1M $ | 1.17 % | as of Apr 30, 2026 · Original filing |
| 135 | Fidelity Advisor New Insights Fund Fidelity Contrafund | 361,323 | 59.5M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 136 | iShares U.S. Financial Services ETF iShares Trust | 359,438 | 68.5M $ | 3.40 % | as of Apr 30, 2026 · Original filing |
| 137 | BlackRock Advantage Large Cap Core Fund BlackRock Large Cap Series Funds, Inc. | 355,662 | 59.2M $ | 1.67 % | as of Feb 27, 2026 · Original filing |
| 138 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 355,348 | 67.7M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 139 | Stock Index Fund Northern Funds | 354,786 | 58.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 140 | JNL/Mellon S&P 500 Index Fund JNL Series Trust | 342,472 | 56.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 141 | MFS Value Portfolio Brighthouse Funds Trust II | 341,840 | 56.3M $ | 2.23 % | as of Mar 31, 2026 · Original filing |
| 142 | Fidelity Blue Chip Growth Fund Fidelity Securities Fund | 340,435 | 64.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 143 | Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 333,964 | 63.7M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| 144 | NYLI Winslow Large Cap Growth Fund NEW YORK LIFE INVESTMENTS FUNDS | 330,300 | 63M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| 145 | THRIVENT LARGE CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. | 330,085 | 54.3M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| 146 | Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 328,121 | 54.6M $ | 0.98 % | as of Feb 28, 2026 · Original filing |
| 147 | Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust | 325,622 | 53.6M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| 148 | THRIVENT LARGE CAP VALUE FUND Thrivent Mutual Funds | 325,168 | 62M $ | 1.75 % | as of Apr 30, 2026 · Original filing |
| 149 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 311,364 | 59.3M $ | 2.68 % | as of Apr 30, 2026 · Original filing |
| 150 | JPMorgan Equity Focus ETF J.P. Morgan Exchange-Traded Fund Trust | 311,234 | 51.2M $ | 2.99 % | as of Mar 31, 2026 · Original filing |
| 151 | Fidelity Growth Discovery Fund Fidelity Hastings Street Trust | 308,210 | 50.7M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| 152 | iShares Russell 3000 ETF iShares Trust | 307,791 | 50.7M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 153 | Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 304,638 | 58.1M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 154 | Nomura Core Equity Fund IVY FUNDS | 303,914 | 50M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| 155 | VANGUARD U.S. GROWTH FUND VANGUARD WORLD FUND | 300,707 | 50.1M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 156 | T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 297,313 | 48.9M $ | 2.80 % | as of Mar 31, 2026 · Original filing |
| 157 | JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | 295,917 | 48.7M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| 158 | LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 289,624 | 47.7M $ | 2.22 % | as of Mar 31, 2026 · Original filing |
| 159 | Victory 500 Index Fund Victory Portfolios III | 288,266 | 54.9M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 160 | Invesco Large Cap Value ETF Invesco Exchange-Traded Fund Trust | 279,451 | 53.3M $ | 3.60 % | as of Apr 30, 2026 · Original filing |
| 161 | iShares ESG Optimized MSCI USA ETF iShares Trust | 277,326 | 52.9M $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| 162 | iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust | 276,990 | 52.8M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| 163 | Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 274,314 | 45.7M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| 164 | U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 273,837 | 52.2M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 165 | MFS Core Equity Fund MFS SERIES TRUST I | 271,504 | 45.2M $ | 0.71 % | as of Feb 28, 2026 · Original filing |
| 166 | EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 269,453 | 44.3M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 167 | VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 267,800 | 44.1M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 168 | Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 267,791 | 44.6M $ | 0.54 % | as of Feb 28, 2026 · Original filing |
| 169 | Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 267,534 | 51M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| 170 | JPMorgan Equity Index Fund JPMorgan Trust II | 265,830 | 43.7M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 171 | MFS Value Series MFS VARIABLE INSURANCE TRUST | 265,631 | 43.7M $ | 2.22 % | as of Mar 31, 2026 · Original filing |
| 172 | Nuveen S&P 500 Index Fund TIAA-CREF Funds | 263,647 | 50.2M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 173 | iShares Global 100 ETF iShares Trust | 262,082 | 43.1M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| 174 | JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I | 259,722 | 42.7M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 175 | Avantis U.S. Equity ETF American Century ETF Trust | 259,178 | 43.2M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| 176 | Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 258,399 | 42.5M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 177 | MFS Total Return Fund MFS Series Trust V | 258,377 | 42.5M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| 178 | VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND | 257,497 | 42.9M $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| 179 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 255,655 | 42.6M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| 180 | LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 254,288 | 41.8M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 181 | LargeCap S&P 500 Index Fund Principal Funds, Inc | 253,328 | 48.3M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 182 | Columbia Intrinsic Value Fund Columbia Funds Series Trust II | 251,600 | 41.9M $ | 1.45 % | as of Feb 28, 2026 · Original filing |
| 183 | EQ/Equity 500 Index Portfolio EQ Advisors Trust | 249,199 | 41M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 184 | SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 247,935 | 40.8M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| 185 | Handelsbanken Global Index Criteria Handelsbanken Fonder AB | 247,562 | 388.1M SEK | 0.26 % | as of Mar 31, 2026 · Original filing |
| 186 | 500 Index Trust John Hancock Variable Insurance Trust | 245,649 | 40.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 187 | Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 242,197 | 46.2M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 188 | Principal Capital Appreciation Fund Principal Funds, Inc | 240,528 | 45.8M $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| 189 | Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB | 238,491 | 373.9M SEK | 0.30 % | as of Mar 31, 2026 · Original filing |
| 190 | Franklin Rising Dividends VIP Fund Franklin Templeton Variable Insurance Products Trust | 238,018 | 39.2M $ | 2.61 % | as of Mar 31, 2026 · Original filing |
| 191 | AST Balanced Asset Allocation Portfolio Advanced Series Trust | 234,798 | 38.6M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 192 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 233,694 | 38.5M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 193 | Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust | 230,171 | 43.9M $ | 2.23 % | as of Apr 30, 2026 · Original filing |
| 194 | Fidelity New Millennium Fund Fidelity Mt. Vernon Street Trust | 230,100 | 38.3M $ | 0.71 % | as of Feb 28, 2026 · Original filing |
| 195 | Calamos Phineus Long/Short Fund CALAMOS INVESTMENT TRUST/IL | 223,000 | 42.5M $ | 3.86 % | as of Apr 30, 2026 · Original filing |
| 196 | Fidelity Series Opportunistic Insights Fund Fidelity Contrafund | 220,799 | 36.3M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 197 | Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 219,274 | 41.8M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| 198 | THRIVENT LARGE CAP GROWTH FUND Thrivent Mutual Funds | 217,386 | 41.4M $ | 0.95 % | as of Apr 30, 2026 · Original filing |
| 199 | JNL/Mellon Financial Sector Fund JNL Series Trust | 215,092 | 35.4M $ | 2.62 % | as of Mar 31, 2026 · Original filing |
| 200 | JNL/T. Rowe Price Growth Stock Fund JNL Series Trust | 214,800 | 35.3M $ | 0.44 % | as of Mar 31, 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 |