MS
Morgan StanleyCompany with tickers: MS, MS-PK, MS-PA, MS-PI, MS-PF, MS-PE, MS-PL, MS-PO, MS-PP, MS-PQ
Market Cap
$346.78B
Shares Outstanding
1,577,284,817
CIK
895421
CUSIP
617446448
13F Activity (30d)
85 filings
32 filers
Investor Relations
Investor relations
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding MS
994 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 37,816,224 | $6,223,415,984 | 0.31% | Long | 2026-03-31 | |
| VANGUARD 500 INDEX FUND | — | 30,570,753 | $5,031,028,821 | 0.35% | Long | 2026-03-31 | |
| Fidelity 500 Index Fund | — | 15,371,718 | $2,559,544,764 | 0.34% | Long | 2026-02-28 | |
| iShares Core S&P 500 ETF | — | 15,473,661 | $2,546,500,391 | 0.35% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) S&P 500(R) ETF Trust | SPY | 14,008,982 | $2,305,458,168 | 0.35% | Long | 2026-03-31 | |
| VANGUARD VALUE INDEX FUND | — | 11,014,933 | $1,812,727,524 | 0.80% | Long | 2026-03-31 | |
| Investment Co of America | — | 9,135,406 | $1,503,413,765 | 0.91% | Long | 2026-03-31 | |
| State Street(R) Financial Select Sector SPDR(R) ETF | — | 8,150,617 | $1,341,347,040 | 2.81% | Long | 2026-03-31 | |
| MFS Value Fund | — | 7,142,122 | $1,189,234,734 | 2.12% | Long | 2026-02-28 | |
| Fidelity Contrafund | — | 6,785,861 | $1,116,749,145 | 0.71% | Long | 2026-03-31 | |
| VANGUARD INSTITUTIONAL INDEX FUND | — | 6,783,199 | $1,116,311,059 | 0.35% | Long | 2026-03-31 | |
| JPMorgan Equity Income Fund | — | 4,878,168 | $802,800,108 | 1.94% | Long | 2026-03-31 | |
| Columbia Dividend Income Fund | — | 4,685,498 | $780,182,272 | 1.63% | Long | 2026-02-28 | |
| Franklin Rising Dividends Fund | — | 4,050,000 | $666,508,500 | 2.59% | Long | 2026-03-31 | |
| JPMorgan U.S. Equity Fund | — | 3,244,778 | $533,993,115 | 1.69% | Long | 2026-03-31 | |
| Schwab S&P 500 Index Fund | — | 2,669,884 | $508,853,192 | 0.37% | Long | 2026-04-30 | |
| iShares Core Dividend Growth ETF | — | 2,655,571 | $506,125,277 | 1.28% | Long | 2026-04-30 | |
| iShares Russell 1000 Value ETF | — | 2,605,363 | $428,764,589 | 0.61% | Long | 2026-03-31 | |
| Invesco KBW Bank ETF | — | 2,525,324 | $420,491,699 | 7.53% | Long | 2026-02-28 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | — | 2,528,676 | $416,144,209 | 0.35% | Long | 2026-03-31 | |
| Fidelity Total Market Index Fund | — | 2,258,379 | $376,042,687 | 0.30% | Long | 2026-02-28 | |
| VANGUARD FINANCIALS INDEX FUND | — | 2,000,432 | $333,091,932 | 2.39% | Long | 2026-02-28 | |
| T. Rowe Price Dividend Growth Fund, Inc. | — | 2,007,820 | $330,426,937 | 1.46% | Long | 2026-03-31 | |
| VANGUARD WELLINGTON FUND | — | 1,959,992 | $326,358,268 | 0.27% | Long | 2026-02-28 | |
| iShares MSCI USA Momentum Factor ETF | — | 1,669,641 | $318,216,878 | 1.32% | Long | 2026-04-30 | |
| Fidelity Series Total Market Index Fund | — | 1,788,551 | $297,811,627 | 0.30% | Long | 2026-02-28 | |
| Disciplined Value Fund | — | 1,749,806 | $287,965,573 | 1.69% | Long | 2026-03-31 | |
| T. Rowe Price Blue Chip Growth Fund, Inc. | — | 1,568,324 | $258,099,081 | 0.44% | Long | 2026-03-31 | |
| T. Rowe Price Value Fund, Inc. | — | 1,568,323 | $258,098,916 | 0.81% | Long | 2026-03-31 | |
| THE U.S. LARGE CAP VALUE SERIES | — | 1,352,277 | $257,730,473 | 0.88% | Long | 2026-04-30 | |
| Fidelity Contrafund K6 | — | 1,556,332 | $256,125,557 | 0.76% | Long | 2026-03-31 | |
| iShares S&P 500 Growth ETF | — | 1,542,229 | $253,804,627 | 0.42% | Long | 2026-03-31 | |
| iShares Core S&P Total U.S. Stock Market ETF | — | 1,513,401 | $249,060,403 | 0.31% | Long | 2026-03-31 | |
| VANGUARD LARGE-CAP INDEX FUND | — | 1,398,039 | $230,075,278 | 0.36% | Long | 2026-03-31 | |
| Equity Income Fund | — | 1,186,743 | $226,181,348 | 2.78% | Long | 2026-04-30 | |
| Strategic Advisers U.S. Total Stock Fund | — | 1,354,997 | $225,620,550 | 0.24% | Long | 2026-02-28 | |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF | — | 1,334,000 | $219,536,380 | 14.29% | Long | 2026-03-31 | |
| Janus Henderson Balanced Fund | — | 1,305,811 | $214,897,316 | 0.82% | Long | 2026-03-31 | |
| Schwab U.S. Large-Cap ETF | — | 1,244,022 | $207,142,103 | 0.32% | Long | 2026-02-28 | |
| Fidelity Puritan Fund | — | 1,205,704 | $200,761,773 | 0.62% | Long | 2026-02-28 | |
| Strategic Advisers Fidelity U.S. Total Stock Fund | — | 1,181,323 | $196,702,093 | 0.09% | Long | 2026-02-28 | |
| College Retirement Equities Fund - Total Global Stock Account | — | 1,107,952 | $182,335,661 | 0.14% | Long | 2026-03-31 | |
| T. Rowe Price Growth Stock Fund, Inc. | — | 1,107,807 | $182,311,798 | 0.41% | Long | 2026-03-31 | |
| S&P 500 Index Master Portfolio | — | 1,096,415 | $180,437,017 | 0.35% | Long | 2026-03-31 | |
| Nuveen Equity Index Fund | — | 946,587 | $180,410,016 | 0.31% | Long | 2026-04-30 | |
| BNY Mellon Dynamic Value Fund | — | 1,075,007 | $178,999,416 | 1.58% | Long | 2026-02-28 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF | — | 1,054,084 | $173,470,604 | 0.42% | Long | 2026-03-31 | |
| Franklin Equity Income Fund | — | 892,500 | $170,101,575 | 3.52% | Long | 2026-04-30 | |
| Columbia Contrarian Core Fund | — | 1,013,160 | $168,701,272 | 1.04% | Long | 2026-02-28 | |
| U.S. CORE EQUITY 1 PORTFOLIO | — | 864,182 | $164,704,447 | 0.41% | Long | 2026-04-30 |
Showing 1–50 of 994 positions