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 | |
|---|---|---|---|---|---|
| 301 | Federated Hermes U.S. Strategic Dividend ETF Federated Hermes ETF Trust | 101,550 | 19.4M $ | 2.58 % | as of Apr 30, 2026 · Original filing |
| 302 | IKC Global Flexibel ISEC Services AB | 100,000 | 155.8M SEK | 2.30 % | as of Mar 31, 2026 · Original filing |
| 303 | Nomura Global Growth Fund IVY FUNDS | 99,394 | 16.4M $ | 2.02 % | as of Mar 31, 2026 · Original filing |
| 304 | NVIT BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Variable Insurance Trust | 99,022 | 16.3M $ | 1.54 % | as of Mar 31, 2026 · Original filing |
| 305 | Invesco Main Street All Cap Fund AIM Equity Funds (Invesco Equity Funds) | 98,874 | 18.8M $ | 1.10 % | as of Apr 30, 2026 · Original filing |
| 306 | John Hancock Disciplined Value Select ETF John Hancock Exchange-Traded Fund Trust | 98,841 | 16.3M $ | 3.33 % | as of Mar 31, 2026 · Original filing |
| 307 | Destinations Large Cap Equity Fund Brinker Capital Destinations Trust | 98,596 | 16.4M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| 308 | Nomura Balanced Fund IVY FUNDS | 98,451 | 16.2M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| 309 | NYLIM VP Janus Henderson Balanced Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 98,443 | 16.2M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| 310 | iShares MSCI World ETF iShares, Inc. | 97,506 | 16.2M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 311 | U.S. Sector Rotation Fund John Hancock Funds II | 96,885 | 16.1M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| 312 | ProShares Ultra S&P500 ProShares Trust | 96,237 | 16M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| 313 | Storebrand Global All Countries Storebrand Asset Management AS | 95,205 | 149.3M SEK | 0.32 % | as of Mar 31, 2026 · Original filing |
| 314 | Integrity Dividend Harvest Fund INTEGRITY FUNDS | 95,000 | 18.1M $ | 2.55 % | as of Apr 30, 2026 · Original filing |
| 315 | BNY Mellon Equity Income Fund BNY Mellon Investment Funds III | 93,826 | 15.6M $ | 0.75 % | as of Feb 28, 2026 · Original filing |
| 316 | Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 93,558 | 15.6M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 317 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 93,201 | 15.5M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| 318 | Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust | 92,910 | 15.3M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| 319 | Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 92,814 | 15.5M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| 320 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 92,235 | 17.6M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 321 | Columbia Variable Portfolio - Contrarian Core Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 91,016 | 15M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| 322 | Venerable Large Cap Index Fund Venerable Variable Insurance Trust | 90,389 | 14.9M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 323 | HARTFORD DIVIDEND AND GROWTH HLS FUND HARTFORD SERIES FUND INC | 90,234 | 14.8M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 324 | Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB | 89,103 | 139.7M SEK | 0.30 % | as of Mar 31, 2026 · Original filing |
| 325 | Fidelity Advisor Series Equity Growth Fund Fidelity Advisor Series I | 88,903 | 14.8M $ | 1.02 % | as of Feb 28, 2026 · Original filing |
| 326 | SA JPMorgan Equity-Income Portfolio SUNAMERICA SERIES TRUST | 88,454 | 16.9M $ | 2.17 % | as of Apr 30, 2026 · Original filing |
| 327 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 87,998 | 14.5M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 328 | SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 87,909 | 14.6M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| 329 | Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust | 87,176 | 14.5M $ | 0.52 % | as of Feb 27, 2026 · Original filing |
| 330 | Fidelity Blue Chip Growth K6 Fund Fidelity Securities Fund | 87,145 | 16.6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 331 | Fidelity Advisor Financials Fund Fidelity Advisor Series VII | 87,000 | 16.6M $ | 2.65 % | as of Apr 30, 2026 · Original filing |
| 332 | VANGUARD ADVICE SELECT GLOBAL VALUE FUND VANGUARD WHITEHALL FUNDS | 86,557 | 16.5M $ | 0.92 % | as of Apr 30, 2026 · Original filing |
| 333 | Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 85,744 | 14.3M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| 334 | Fidelity Puritan K6 Fund Fidelity Puritan Trust | 85,588 | 14.3M $ | 0.64 % | as of Feb 28, 2026 · Original filing |
| 335 | Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series | 85,384 | 14.1M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| 336 | Voya VACS Index Series S Portfolio Voya Investors Trust | 84,768 | 14M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 337 | BlackRock Sustainable Aware Advantage Large Cap Core Fund BlackRock Funds | 84,432 | 14.1M $ | 1.36 % | as of Feb 28, 2026 · Original filing |
| 338 | VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 84,277 | 13.9M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 339 | Schwab Core Equity Fund SCHWAB CAPITAL TRUST | 81,764 | 15.6M $ | 1.02 % | as of Apr 30, 2026 · Original filing |
| 340 | Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust | 81,386 | 15.5M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 341 | Avanza Global Avanza Fonder AB | 81,218 | 127.3M SEK | 0.30 % | as of Mar 31, 2026 · Original filing |
| 342 | Swedbank Robur Access Global Swedbank Robur Fonder AB | 80,992 | 127M SEK | 0.22 % | as of Mar 31, 2026 · Original filing |
| 343 | Aggressive Growth Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS | 80,000 | 15.2M $ | 2.63 % | as of Apr 30, 2026 · Original filing |
| 344 | THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 79,802 | 15.2M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| 345 | THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 78,559 | 15M $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| 346 | HARTFORD BALANCED HLS FUND HARTFORD SERIES FUND INC | 77,569 | 12.8M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| 347 | Nordea Generationsfond 60-tal Nordea Funds Ab | 76,332 | 117.5M SEK | 0.24 % | as of Mar 31, 2026 · Original filing |
| 348 | Nationwide BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Mutual Funds | 76,197 | 14.5M $ | 1.78 % | as of Apr 30, 2026 · Original filing |
| 349 | AMF Aktiefond Global AMF Fonder AB | 75,853 | 118.9M SEK | 0.30 % | as of Mar 31, 2026 · Original filing |
| 350 | Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust | 75,215 | 12.4M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 351 | Columbia Flexible Capital Income Fund Columbia Funds Series Trust II | 75,000 | 12.5M $ | 0.96 % | as of Feb 28, 2026 · Original filing |
| 352 | T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. | 74,687 | 12.3M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 353 | Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 74,181 | 12.4M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 354 | ProShares Ultra Financials ProShares Trust | 73,832 | 12.3M $ | 1.75 % | as of Feb 28, 2026 · Original filing |
| 355 | Capital Income Builder AMERICAN FUNDS INSURANCE SERIES | 73,697 | 12.1M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| 356 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 73,466 | 14M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 357 | VOYA CORPORATE LEADERS(R) 100 FUND Voya Equity Trust | 73,355 | 12.2M $ | 0.92 % | as of Feb 28, 2026 · Original filing |
| 358 | PGIM Quant Solutions Large-Cap Core Fund Prudential Investment Portfolios 9 | 71,900 | 13.7M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| 359 | Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust | 71,509 | 11.9M $ | 0.50 % | as of Feb 27, 2026 · Original filing |
| 360 | T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. | 71,399 | 11.8M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 361 | MFS Total Return Series MFS VARIABLE INSURANCE TRUST | 70,470 | 11.6M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| 362 | Allspring Premier Large Company Growth Fund ALLSPRING FUNDS TRUST | 70,247 | 13.4M $ | 0.99 % | as of Apr 30, 2026 · Original filing |
| 363 | U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 69,666 | 13.3M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| 364 | Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS | 69,323 | 11.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 365 | Swedbank Robur Access USA Swedbank Robur Fonder AB | 68,401 | 107.2M SEK | 0.35 % | as of Mar 31, 2026 · Original filing |
| 366 | Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust | 68,104 | 11.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 367 | THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 68,102 | 11.2M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| 368 | iShares Climate Conscious & Transition MSCI USA ETF iShares Trust | 67,932 | 11.3M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| 369 | THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 67,600 | 12.9M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| 370 | SEB USA Exposure SEB Funds AB | 67,420 | 105.7M SEK | 0.40 % | as of Mar 31, 2026 · Original filing |
| 371 | BlackRock Multi-Asset Income Portfolio BlackRock Funds II | 66,745 | 12.7M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 372 | Goldman Sachs Income Builder Fund GOLDMAN SACHS TRUST | 66,523 | 12.7M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| 373 | SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 66,059 | 10.9M $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| 374 | Dividend Growth Portfolio PACIFIC SELECT FUND | 66,049 | 10.9M $ | 1.50 % | as of Mar 31, 2026 · Original filing |
| 375 | SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 65,574 | 10.9M $ | 0.78 % | as of Feb 28, 2026 · Original filing |
| 376 | Transamerica JPMorgan Enhanced Index VP TRANSAMERICA SERIES TRUST | 65,400 | 10.8M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 377 | Financial Industries Fund John Hancock Investment Trust II | 65,282 | 12.4M $ | 4.63 % | as of Apr 30, 2026 · Original filing |
| 378 | T. Rowe Price Institutional Large-Cap Core Growth Fund T. Rowe Price Equity Funds, Inc. | 65,137 | 10.7M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 379 | SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST | 64,753 | 12.3M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 380 | Goldman Sachs Large Cap Value Fund Goldman Sachs Trust | 64,724 | 10.8M $ | 2.41 % | as of Feb 28, 2026 · Original filing |
| 381 | JPMorgan Hedged Equity 3 Fund JPMorgan Trust IV | 64,391 | 10.6M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 382 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 63,089 | 10.4M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 383 | BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. | 62,928 | 10.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 384 | Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust | 62,559 | 10.4M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 385 | Pacer Trendpilot US Large Cap ETF Pacer Funds Trust | 62,543 | 11.9M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 386 | JNL/WMC Balanced Fund JNL Series Trust | 62,290 | 10.3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 387 | Blue Chip Growth Trust John Hancock Variable Insurance Trust | 61,810 | 10.2M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 388 | BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. | 61,630 | 10.1M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 389 | Global X S&P 500 Covered Call ETF GLOBAL X FUNDS | 61,542 | 11.7M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| 390 | Large-Cap Growth Portfolio PACIFIC SELECT FUND | 61,142 | 10.1M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| 391 | Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 61,102 | 10.2M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| 392 | T. Rowe Price Blue Chip Growth Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 60,878 | 10M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 393 | Fundamental Large Cap Value Trust John Hancock Variable Insurance Trust | 60,685 | 10M $ | 1.24 % | as of Mar 31, 2026 · Original filing |
| 394 | THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 59,648 | 9.8M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 395 | BlackRock Advantage Global Fund, Inc. BlackRock Advantage Global Fund, Inc. | 58,916 | 9.7M $ | 1.78 % | as of Mar 31, 2026 · Original filing |
| 396 | AB US Equity ETF AB Active ETFs, Inc. | 57,210 | 9.5M $ | 1.45 % | as of Feb 28, 2026 · Original filing |
| 397 | iShares Core Dividend ETF iShares Trust | 56,877 | 10.8M $ | 0.80 % | as of Apr 30, 2026 · Original filing |
| 398 | Columbia Variable Portfolio - Balanced Fund Columbia Funds Variable Series Trust II | 56,366 | 9.3M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 399 | Nuveen Winslow Large-Cap Growth ESG Fund Nuveen Investment Trust II | 56,300 | 10.7M $ | 1.27 % | as of Apr 30, 2026 · Original filing |
| 400 | MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS | 56,200 | 9.2M $ | 2.12 % | 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 |