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 | |
|---|---|---|---|---|---|
| 501 | AST Large-Cap Value Portfolio Advanced Series Trust | 34,021 | 5.6M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 502 | Lysa Global Equity Broad Lysa Fonder AB | 33,894 | 53.1M SEK | 0.26 % | as of Mar 31, 2026 · Original filing |
| 503 | Fidelity Momentum Factor ETF Fidelity Covington Trust | 33,866 | 6.5M $ | 0.77 % | as of Apr 30, 2026 · Original filing |
| 504 | Fidelity Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 33,700 | 6.4M $ | 0.82 % | as of Apr 30, 2026 · Original filing |
| 505 | DIAMOND HILL LONG SHORT FUND Diamond Hill Funds | 33,691 | 5.5M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 506 | Knights of Columbus Large Cap Value Fund ADVISORS' INNER CIRCLE III | 33,611 | 6.4M $ | 1.82 % | as of Apr 30, 2026 · Original filing |
| 507 | PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 33,170 | 5.5M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 508 | Fidelity Blue Chip Growth ETF Fidelity Covington Trust | 33,067 | 6.3M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 509 | State Street S&P 500 Index Fund SSGA FUNDS | 32,938 | 5.5M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| 510 | Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust | 32,879 | 5.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 511 | Innovator Equity Managed Floor ETF Innovator ETFs Trust | 32,729 | 6.2M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| 512 | Hennessy Cornerstone Value Fund Hennessy Funds Trust | 32,700 | 6.2M $ | 1.89 % | as of Apr 30, 2026 · Original filing |
| 513 | SFT Index 500 Fund Securian Funds Trust | 32,637 | 5.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 514 | PRAXIS VALUE INDEX FUND Praxis Mutual Funds | 32,291 | 5.3M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| 515 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 32,186 | 6.1M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| 516 | Janus Henderson Global Research Portfolio JANUS ASPEN SERIES | 32,176 | 5.3M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 517 | Transamerica Janus Balanced VP TRANSAMERICA SERIES TRUST | 32,058 | 5.3M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| 518 | T. Rowe Price Value ETF T. Rowe Price Exchange-Traded Funds, Inc. | 32,015 | 5.3M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| 519 | AQR Large Cap Momentum Style Fund AQR Funds | 31,752 | 5.2M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| 520 | SA U.S. Value Fund SA FUNDS INVESTMENT TRUST | 31,663 | 5.2M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| 521 | Financial Industries Trust John Hancock Variable Insurance Trust | 31,356 | 5.2M $ | 4.24 % | as of Mar 31, 2026 · Original filing |
| 522 | Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 31,106 | 5.2M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 523 | Bright Rock Quality Large Cap Fund Trust for Professional Managers | 31,000 | 6.4M $ | 1.43 % | as of May 31, 2026 · Original filing |
| 524 | Neuberger Multi-Cap Opportunities Fund NEUBERGER BERMAN EQUITY FUNDS | 31,000 | 5.2M $ | 2.05 % | as of Feb 28, 2026 · Original filing |
| 525 | Green Century Equity Fund GREEN CENTURY FUNDS | 30,697 | 5.9M $ | 0.75 % | as of Apr 30, 2026 · Original filing |
| 526 | Invesco S&P 500 High Beta ETF Invesco Exchange-Traded Fund Trust II | 30,495 | 5.1M $ | 0.79 % | as of Feb 28, 2026 · Original filing |
| 527 | SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 30,491 | 5.1M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| 528 | NVIT J.P. Morgan Equity and Options Total Return Fund Nationwide Variable Insurance Trust | 30,406 | 5M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| 529 | Victory Market Neutral Income Fund Victory Portfolios II | 30,164 | 5M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 530 | VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 30,101 | 5M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| 531 | First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 29,860 | 5.7M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| 532 | WisdomTree U.S. Efficient Core Fund WisdomTree Trust | 29,604 | 4.9M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 533 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 29,569 | 4.9M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 534 | Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST | 29,452 | 4.8M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 535 | Lannebo Marknad Global Lannebo Kapitalförvaltning AB | 29,348 | 46M SEK | 0.31 % | as of Mar 31, 2026 · Original filing |
| 536 | Columbia Large Cap Enhanced Core Fund COLUMBIA FUNDS SERIES TRUST | 29,110 | 4.8M $ | 1.10 % | as of Feb 28, 2026 · Original filing |
| 537 | State Street(R) SPDR(R) S&P 500(R) ESG ETF SPDR SERIES TRUST | 29,003 | 4.8M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 538 | Nordea Generationsfond 70-tal Nordea Funds Ab | 28,936 | 44.5M SEK | 0.10 % | as of Mar 31, 2026 · Original filing |
| 539 | Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds | 28,784 | 5.5M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 540 | Allspring Index Fund ALLSPRING FUNDS TRUST | 28,746 | 4.7M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 541 | PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund | 28,719 | 4.7M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 542 | COPLEY INVESTMENT FUND Centaur Mutual Funds Trust | 28,489 | 5.4M $ | 4.87 % | as of Apr 30, 2026 · Original filing |
| 543 | T. Rowe Price Global Growth Stock Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. | 28,466 | 5.4M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| 544 | MassMutual Blue Chip Growth Fund MASSMUTUAL SELECT FUNDS | 28,283 | 4.7M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 545 | Dividend Growth Portfolio LORD ABBETT SERIES FUND INC | 28,180 | 4.6M $ | 2.45 % | as of Mar 31, 2026 · Original filing |
| 546 | The Value Fund COMMERCE FUNDS | 27,855 | 5.3M $ | 2.31 % | as of Apr 30, 2026 · Original filing |
| 547 | Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds | 27,677 | 5.3M $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| 548 | State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 27,588 | 4.5M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 549 | CTIVP - Wellington Large Cap Value Fund Columbia Funds Variable Series Trust II | 27,538 | 4.5M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 550 | Victory Pioneer Disciplined Value Fund Victory Portfolios IV | 27,519 | 4.6M $ | 1.08 % | as of Feb 28, 2026 · Original filing |
| 551 | Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust | 27,456 | 5.2M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 552 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 27,417 | 4.5M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 553 | THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 27,214 | 4.5M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 554 | Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS | 27,127 | 5.2M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| 555 | VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND | 26,895 | 4.5M $ | 1.15 % | as of Feb 28, 2026 · Original filing |
| 556 | VictoryShares WestEnd US Sector ETF Victory Portfolios II | 26,848 | 4.4M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 557 | JPMorgan Global Allocation Fund JPMorgan Trust I | 26,755 | 5.1M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 558 | BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. | 26,388 | 5M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 559 | Virtus NFJ Dividend Value Fund Virtus Investment Trust | 26,070 | 4.3M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| 560 | Loomis Sayles Strategic Income Fund LOOMIS SAYLES FUNDS II | 26,008 | 4.3M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 561 | Transamerica Multi-Managed Balanced TRANSAMERICA FUNDS | 25,868 | 4.9M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 562 | BALANCED PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 25,826 | 4.3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 563 | Artisan Value Fund Artisan Partners Funds Inc. | 25,500 | 4.2M $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| 564 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 25,114 | 4.1M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 565 | Transamerica Multi-Asset Income TRANSAMERICA FUNDS | 25,072 | 4.8M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| 566 | M Large Cap Value Fund M FUND INC | 25,000 | 4.1M $ | 2.14 % | as of Mar 31, 2026 · Original filing |
| 567 | Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 24,909 | 4.1M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 568 | AZL Fidelity Institutional Asset Management Multi-Strategy Fund Allianz Variable Insurance Products Trust | 24,549 | 4M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 569 | Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 24,449 | 4.1M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| 570 | Bridge Builder Large Cap Growth Fund Bridge Builder Trust | 24,301 | 4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 571 | Myriad Dynamic Asset Allocation ETF Series Portfolios Trust | 24,277 | 4M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| 572 | JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 23,817 | 3.9M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 573 | T. Rowe Price Growth Stock ETF T. Rowe Price Exchange-Traded Funds, Inc. | 23,817 | 3.9M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 574 | Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust | 23,681 | 3.9M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| 575 | iShares Morningstar U.S. Equity ETF iShares Trust | 23,542 | 4.5M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 576 | AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 23,468 | 3.9M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 577 | iShares U.S. Equity Factor ETF iShares Trust | 23,376 | 4.5M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 578 | Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 23,340 | 3.8M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 579 | Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust | 23,216 | 3.8M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 580 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 23,178 | 3.8M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 581 | PSF Global Portfolio Prudential Series Fund | 23,043 | 3.8M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 582 | AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 22,909 | 3.8M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 583 | Global Equity Fund RUSSELL INVESTMENT CO | 22,904 | 4.4M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 584 | Fidelity Fundamental Large Cap Growth ETF Fidelity Covington Trust | 22,778 | 4.3M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| 585 | SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 22,751 | 4.3M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| 586 | Avantis U.S. Equity Fund American Century ETF Trust | 22,705 | 3.8M $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| 587 | GuideMark Large Cap Core Fund GPS Funds I | 22,535 | 3.7M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| 588 | SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST | 22,440 | 4.3M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 589 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 22,390 | 3.7M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 590 | PGIM Quant Solutions Large-Cap Value Fund Prudential Investment Portfolios 3 | 22,362 | 3.7M $ | 1.46 % | as of Feb 27, 2026 · Original filing |
| 591 | Balanced Fund American Century Mutual Funds, Inc. | 21,910 | 4.2M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| 592 | Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust | 21,821 | 3.6M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| 593 | SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST | 21,800 | 3.6M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 594 | SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 21,782 | 3.6M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 595 | ProShares S&P 500 High Income ETF ProShares Trust | 21,496 | 3.6M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| 596 | Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust | 21,329 | 4.1M $ | 1.47 % | as of Apr 30, 2026 · Original filing |
| 597 | Invesco MSCI Global Climate 500 ETF Invesco Exchange-Traded Fund Trust II | 21,306 | 4.1M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| 598 | Value Advantage Portfolio PACIFIC SELECT FUND | 21,283 | 3.5M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| 599 | John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 21,181 | 3.5M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 600 | Harbor Human Capital Factor US Large Cap ETF Harbor ETF Trust | 21,122 | 4M $ | 0.86 % | 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 |