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 | |
|---|---|---|---|---|---|
| 801 | SA Franklin Systematic U.S. Large Cap Core Portfolio SUNAMERICA SERIES TRUST | 8,176 | 1.6M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| 802 | EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust | 8,117 | 1.3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 803 | Boston Common ESG Impact U.S. Equity Fund Professionally Managed Portfolios | 8,050 | 1.3M $ | 1.88 % | as of Mar 31, 2026 · Original filing |
| 804 | Penn Series Large Growth Stock Fund Penn Series Funds Inc | 7,960 | 1.3M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 805 | JPMorgan Fundamental Data Science Large Value ETF J.P. Morgan Exchange-Traded Fund Trust | 7,918 | 1.3M $ | 1.37 % | as of Mar 31, 2026 · Original filing |
| 806 | THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 7,912 | 1.3M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 807 | Fidelity Yield Enhanced Equity ETF Fidelity Greenwood Street Trust | 7,890 | 1.5M $ | 0.91 % | as of Apr 30, 2026 · Original filing |
| 808 | AVIP BlackRock Advantage Large Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 7,844 | 1.3M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 809 | Guardian Large Cap Fundamental Growth VIP Fund Guardian Variable Products Trust | 7,841 | 1.3M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| 810 | Horizon Equity Premium Income Fund Horizon Funds | 7,808 | 1.3M $ | 0.85 % | as of Feb 28, 2026 · Original filing |
| 811 | Steward Covered Call Income Fund Steward Funds Inc | 7,800 | 1.5M $ | 1.22 % | as of Apr 30, 2026 · Original filing |
| 812 | Alger Balanced Portfolio ALGER PORTFOLIOS | 7,795 | 1.3M $ | 2.00 % | as of Mar 31, 2026 · Original filing |
| 813 | Swedbank Robur Transfer 50 Swedbank Robur Fonder AB | 7,774 | 12.2M SEK | 0.11 % | as of Mar 31, 2026 · Original filing |
| 814 | STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND Sterling Capital Funds | 7,733 | 1.3M $ | 2.00 % | as of Mar 31, 2026 · Original filing |
| 815 | Alger Growth & Income Portfolio ALGER PORTFOLIOS | 7,733 | 1.3M $ | 2.79 % | as of Mar 31, 2026 · Original filing |
| 816 | THE NIGHTVIEW FUND Capitol Series Trust | 7,706 | 1.5M $ | 4.81 % | as of Apr 30, 2026 · Original filing |
| 817 | Asset Allocation Fund VALIC Co I | 7,614 | 1.3M $ | 0.86 % | as of Feb 28, 2026 · Original filing |
| 818 | Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. | 7,463 | 1.2M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 819 | THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 7,452 | 1.4M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 820 | BNY Mellon Balanced Opportunity Fund BNY Mellon Investment Funds VI | 7,435 | 1.2M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| 821 | VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II | 7,413 | 1.2M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 822 | Level Four Large Cap Growth Active ETF ALPS ETF TRUST | 7,362 | 1.2M $ | 1.07 % | as of Feb 28, 2026 · Original filing |
| 823 | T. Rowe Price Global Allocation Fund T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. | 7,285 | 1.4M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 824 | JPMorgan Diversified Fund JPMorgan Trust I | 7,229 | 1.2M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 825 | State Farm Growth Fund Advisers Investment Trust | 7,200 | 1.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 826 | NAA WORLD EQUITY INCOME SERIES New Age Alpha Variable Funds Trust | 7,200 | 1.2M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| 827 | VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 7,186 | 1.2M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 828 | T. Rowe Price Integrated U.S. Large-Cap Value Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 7,153 | 1.2M $ | 1.62 % | as of Mar 31, 2026 · Original filing |
| 829 | Avanza USA Avanza Fonder AB | 7,130 | 11.2M SEK | 0.42 % | as of Mar 31, 2026 · Original filing |
| 830 | JAMESTOWN EQUITY FUND Williamsburg Investment Trust | 7,100 | 1.2M $ | 1.86 % | as of Mar 31, 2026 · Original filing |
| 831 | JNL/JPMorgan Global Allocation Fund JNL Series Trust | 7,088 | 1.2M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 832 | Guardian Large Cap Disciplined Value VIP Fund Guardian Variable Products Trust | 7,081 | 1.2M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| 833 | Core Alternative ETF Listed Funds Trust | 7,028 | 1.3M $ | 4.85 % | as of Apr 30, 2026 · Original filing |
| 834 | Allspring LT Large Growth ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST | 6,904 | 1.3M $ | 1.24 % | as of Apr 30, 2026 · Original filing |
| 835 | Nuveen Life Large Cap Responsible Equity Fund TIAA-CREF Life Funds | 6,902 | 1.1M $ | 1.15 % | as of Mar 31, 2026 · Original filing |
| 836 | CONNORS HEDGED EQUITY FUND Connors Funds | 6,900 | 1.1M $ | 1.89 % | as of Feb 28, 2026 · Original filing |
| 837 | Income Equity Fund Northern Funds | 6,854 | 1.1M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 838 | Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust | 6,819 | 1.1M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| 839 | Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust | 6,789 | 1.1M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 840 | Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust | 6,779 | 1.3M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 841 | Steward Values Enhanced Large Cap Fund Steward Funds Inc | 6,722 | 1.3M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| 842 | LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,708 | 1.1M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 843 | Nuveen Flexible Income Fund Nuveen Investment Trust V | 6,700 | 1.1M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 844 | Hedged Equity Income Fund Cavanal Hill Funds | 6,700 | 1.1M $ | 3.46 % | as of Feb 28, 2026 · Original filing |
| 845 | Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust | 6,657 | 1.3M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| 846 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 6,634 | 1.3M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 847 | Indecap Guide Global Indecap Fonder AB | 6,579 | 10.3M SEK | 1.25 % | as of Mar 31, 2026 · Original filing |
| 848 | State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 6,560 | 1.1M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 849 | Voya Global Income & Growth Fund Voya Equity Trust | 6,530 | 1.1M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| 850 | GMO Alternative Allocation Fund GMO TRUST | 6,488 | 1.1M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 851 | SPP Generation 50-tal Storebrand Asset Management AS | 6,403 | 10M SEK | 0.06 % | as of Mar 31, 2026 · Original filing |
| 852 | S&P 500 Index Fund SHELTON FUNDS | 6,398 | 1.1M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| 853 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 6,365 | 1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 854 | Franklin U.S. Core Equity (IU) Fund Franklin Fund Allocator Series | 6,346 | 1.2M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 855 | Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 6,342 | 1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 856 | Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB | 6,335 | 9.9M SEK | 0.12 % | as of Mar 31, 2026 · Original filing |
| 857 | Cromwell Long Short Fund Total Fund Solution | 6,283 | 1M $ | 1.22 % | as of Mar 31, 2026 · Original filing |
| 858 | T. Rowe Price Integrated Global Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 6,200 | 1M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| 859 | Avantis Total Equity Markets ETF American Century ETF Trust | 6,158 | 1M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 860 | SGI Enhanced Market Leaders ETF RBB Fund, Inc. | 6,125 | 1M $ | 0.49 % | as of Feb 28, 2026 · Original filing |
| 861 | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF DBX ETF Trust | 6,098 | 1M $ | 0.36 % | as of Feb 27, 2026 · Original filing |
| 862 | Goldman Sachs Innovate Equity ETF Goldman Sachs ETF Trust | 6,069 | 1M $ | 0.48 % | as of Feb 28, 2026 · Original filing |
| 863 | THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 6,041 | 994.2K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 864 | Themes Global Systemically Important Banks ETF Themes ETF Trust | 6,024 | 991.4K $ | 3.62 % | as of Mar 31, 2026 · Original filing |
| 865 | Fidelity Climate Action Fund Fidelity Summer Street Trust | 5,998 | 998.7K $ | 2.09 % | as of Feb 28, 2026 · Original filing |
| 866 | Equity Income Fund John Hancock Funds II | 5,975 | 994.9K $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 867 | Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB | 5,943 | 9.3M SEK | 0.33 % | as of Mar 31, 2026 · Original filing |
| 868 | Venerable World Equity Fund Venerable Variable Insurance Trust | 5,905 | 971.8K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 869 | Cullen Value Fund Cullen Funds Trust | 5,890 | 969.3K $ | 3.41 % | as of Mar 31, 2026 · Original filing |
| 870 | BlackRock Managed Income Fund BlackRock Funds II | 5,824 | 958.5K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 871 | Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 5,797 | 954K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 872 | Invesco Global Equity Net Zero ETF Invesco Actively Managed Exchange-Traded Fund Trust | 5,796 | 1.1M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| 873 | Zacks Dividend Fund Zacks Trust | 5,788 | 963.8K $ | 0.70 % | as of Feb 28, 2026 · Original filing |
| 874 | First Trust Dorsey Wright Momentum & Low Volatility ETF First Trust Exchange-Traded Fund VI | 5,755 | 947.1K $ | 1.37 % | as of Mar 31, 2026 · Original filing |
| 875 | Madison Dividend Value ETF Madison ETFs Trust | 5,727 | 942.5K $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| 876 | Nuveen ESG Dividend ETF NuShares ETF Trust | 5,692 | 1.1M $ | 2.40 % | as of Apr 30, 2026 · Original filing |
| 877 | VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II | 5,690 | 936.4K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 878 | Horizon Expedition Plus ETF Horizon Funds | 5,648 | 940.4K $ | 0.74 % | as of Feb 28, 2026 · Original filing |
| 879 | PIMCO RAFI ESG U.S. ETF PIMCO Equity Series | 5,629 | 926.4K $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| 880 | Hartford Disciplined US Equity ETF Lattice Strategies Trust | 5,594 | 1.1M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| 881 | Victory S&P 500 Index Fund Victory Portfolios | 5,561 | 915.2K $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 882 | VANGUARD WELLINGTON U.S. VALUE ACTIVE ETF VANGUARD WELLESLEY INCOME FUND | 5,559 | 914.8K $ | 1.69 % | as of Mar 31, 2026 · Original filing |
| 883 | ClearBridge Sustainability Leaders Fund Legg Mason Partners Investment Trust | 5,550 | 1.1M $ | 1.10 % | as of Apr 30, 2026 · Original filing |
| 884 | BNY Mellon Asset Allocation Fund BNY MELLON FUNDS TRUST | 5,511 | 917.6K $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 885 | EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust | 5,456 | 897.9K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 886 | Large Cap Value Fund Northern Funds | 5,439 | 895.1K $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| 887 | HVIA EQUITY FUND Ultimus Managers Trust | 5,419 | 902.3K $ | 1.68 % | as of Feb 28, 2026 · Original filing |
| 888 | MML Sustainable Equity Fund MML SERIES INVESTMENT FUND | 5,409 | 890.2K $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| 889 | Aptus Drawdown Managed Equity ETF ETF Series Solutions | 5,394 | 1M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| 890 | Bain Capital Equity Opportunities Fund Northern Lights Variable Trust | 5,383 | 885.9K $ | 4.26 % | as of Mar 31, 2026 · Original filing |
| 891 | AMT Diversified Equity Fund ADVISER MANAGED TRUST | 5,349 | 1M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 892 | Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 5,324 | 876.2K $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 893 | Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III | 5,301 | 882.7K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 894 | LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,295 | 871.4K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 895 | Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust | 5,289 | 870.4K $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| 896 | EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust | 5,214 | 858.1K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 897 | MML Equity Income Fund MML SERIES INVESTMENT FUND | 5,170 | 850.8K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 898 | AST Quantitative Modeling Portfolio Advanced Series Trust | 5,080 | 836K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 899 | Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust | 5,044 | 961.3K $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 900 | Transamerica JPMorgan Tactical Allocation VP TRANSAMERICA SERIES TRUST | 4,980 | 819.6K $ | 0.10 % | 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 |