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MS · Morgan Stanley · Held by Funds

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$188.08 -4.68 (-2.43%) At close · Sep 30
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$308.32B
Shares
1.57B
Volume · Sep 30 6.91M Avg daily vol (3M) 5.04M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding MS

1,301 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 37,554,216 $7,850,333,313 0.34%
VANGUARD 500 INDEX FUND 31,062,993 $6,493,408,057 0.39%
iShares Core S&P 500 ETF 16,489,304 $3,446,924,108 0.39%
Fidelity 500 Index Fund 15,395,842 $3,202,335,136 0.38%
State Street(R) SPDR(R) S&P 500(R) ETF Trust 14,523,052 $3,035,898,790 0.39%
VANGUARD VALUE INDEX FUND 11,261,843 $2,354,175,661 0.93%
Investment Co of America 9,135,406 $1,909,665,270 1.04%
State Street(R) Financial Select Sector SPDR(R) ETF 8,108,197 $1,694,937,501 3.30%
Fidelity Contrafund 7,251,305 $1,515,812,797 0.84%
VANGUARD DIVIDEND APPRECIATION INDEX FUND 6,782,381 $1,427,148,610 1.09%
MFS Value Fund 6,588,396 $1,370,386,368 2.68%
VANGUARD INSTITUTIONAL INDEX FUND 6,507,539 $1,360,335,953 0.39%
Washington Mutual Investors Fund 5,490,523 $1,155,315,850 0.53%
Columbia Dividend Income Fund 4,640,852 $965,297,216 2.05%
JPMorgan Equity Income Fund 4,559,165 $953,047,852 2.19%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 4,512,937 $949,612,204 0.96%
Franklin Rising Dividends Fund 3,390,000 $708,645,600 2.59%
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF 2,858,866 $597,617,349 0.39%
JPMorgan U.S. Equity Fund 2,797,829 $584,858,174 1.75%
Capital Income Builder 2,771,439 $583,166,194 0.45%
Schwab S&P 500 Index Fund 2,677,468 $563,392,817 0.39%
iShares Russell 1000 Value ETF 2,503,153 $523,259,103 0.66%
Invesco KBW Bank ETF 2,394,251 $498,004,208 9.36%
Fidelity Total Market Index Fund 2,273,744 $472,938,752 0.34%
T. Rowe Price Value Fund, Inc. 2,170,793 $453,782,569 1.34%
Income Fund of America 2,103,197 $442,554,713 0.30%
iShares Core Dividend Growth ETF 2,085,232 $438,774,517 1.03%
American Balanced Fund 2,014,501 $421,111,289 0.15%
VANGUARD WINDSOR FUND 1,991,277 $419,004,506 1.66%
American Mutual Fund 1,981,061 $416,854,856 0.35%
AMCAP Fund 1,973,142 $410,413,536 0.42%
VANGUARD FINANCIALS INDEX FUND 1,920,375 $399,438,000 2.97%
Strategic Advisers U.S. Total Stock Fund 1,904,630 $396,163,040 0.40%
Fidelity Series Total Market Index Fund 1,836,453 $381,982,224 0.34%
T. Rowe Price Dividend Growth Fund, Inc. 1,818,128 $380,061,477 1.60%
Disciplined Value Fund 1,749,806 $365,779,446 1.87%
American Funds Fundamental Investors 1,733,729 $362,418,710 0.20%
Fidelity Contrafund K6 1,623,257 $339,325,643 0.90%
T. Rowe Price Blue Chip Growth Fund, Inc. 1,561,452 $326,405,926 0.51%
iShares S&P 500 Growth ETF 1,543,705 $322,696,093 0.43%
iShares Core S&P Total U.S. Stock Market ETF 1,542,356 $322,414,098 0.34%
VANGUARD LARGE-CAP INDEX FUND 1,381,576 $288,804,647 0.39%
THE U.S. LARGE CAP VALUE SERIES 1,352,277 $284,546,126 0.92%
iShares MSCI USA Momentum Factor ETF 1,299,221 $273,382,083 1.08%
Columbia Contrarian Core Fund 1,300,358 $270,474,464 1.46%
Fidelity Puritan Fund 1,298,604 $270,109,632 0.80%
Schwab U.S. Large-Cap ETF 1,276,752 $265,564,416 0.37%
T. Rowe Price Growth Stock Fund, Inc. 1,261,236 $263,648,773 0.53%
College Retirement Equities Fund - Total Global Stock Account 1,261,070 $263,614,073 0.18%
Janus Henderson Balanced Fund 1,177,537 $246,152,334 0.88%
Showing 1–50 of 1,301 positions
Key facts CIK 895421 CUSIP 617446448 13F (30d) 49 filings 29 filers Visit website Investor relations