MS · Morgan Stanley
$217.36
-1.02 (-0.47%)
At close · Aug 14
Market Cap
$341.38B
Shares
1.57B
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
1,251 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 | — | 15,395,842 | $3,202,335,136 | 0.38% | Long | 2026-05-31 | |
| 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 | |
| MFS Value Fund | — | 6,588,396 | $1,370,386,368 | 2.68% | Long | 2026-05-31 | |
| State Street(R) Financial Select Sector SPDR(R) ETF | — | 8,150,617 | $1,341,347,040 | 2.81% | Long | 2026-03-31 | |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND | — | 6,754,960 | $1,287,427,826 | 1.03% | Long | 2026-04-30 | |
| 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 | |
| Capital Income Builder | — | 5,237,154 | $998,149,181 | 0.79% | Long | 2026-04-30 | |
| Columbia Dividend Income Fund | — | 4,640,852 | $965,297,216 | 2.05% | Long | 2026-05-31 | |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | — | 4,470,794 | $852,088,628 | 0.90% | Long | 2026-04-30 | |
| Washington Mutual Investors Fund | — | 4,283,361 | $816,365,773 | 0.38% | Long | 2026-04-30 | |
| JPMorgan Equity Income Fund | — | 4,878,168 | $802,800,108 | 1.94% | Long | 2026-03-31 | |
| 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 | |
| Invesco KBW Bank ETF | — | 2,394,251 | $498,004,208 | 9.36% | Long | 2026-05-31 | |
| Fidelity Total Market Index Fund | — | 2,273,744 | $472,938,752 | 0.34% | Long | 2026-05-31 | |
| American Mutual Fund | — | 2,269,050 | $432,458,240 | 0.38% | Long | 2026-04-30 | |
| iShares Russell 1000 Value ETF | — | 2,605,363 | $428,764,589 | 0.61% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | — | 2,528,676 | $416,144,209 | 0.35% | Long | 2026-03-31 | |
| AMCAP Fund | — | 1,973,142 | $410,413,536 | 0.42% | Long | 2026-05-31 | |
| VANGUARD FINANCIALS INDEX FUND | — | 1,920,375 | $399,438,000 | 2.97% | Long | 2026-05-31 | |
| Strategic Advisers U.S. Total Stock Fund | — | 1,904,630 | $396,163,040 | 0.40% | Long | 2026-05-31 | |
| VANGUARD WINDSOR FUND | — | 2,050,908 | $390,882,556 | 1.61% | Long | 2026-04-30 | |
| Fidelity Series Total Market Index Fund | — | 1,836,453 | $381,982,224 | 0.34% | Long | 2026-05-31 | |
| T. Rowe Price Dividend Growth Fund, Inc. | — | 2,007,820 | $330,426,937 | 1.46% | Long | 2026-03-31 | |
| iShares MSCI USA Momentum Factor ETF | — | 1,669,641 | $318,216,878 | 1.32% | Long | 2026-04-30 | |
| Disciplined Value Fund | — | 1,749,806 | $287,965,573 | 1.69% | Long | 2026-03-31 | |
| Columbia Contrarian Core Fund | — | 1,300,358 | $270,474,464 | 1.46% | Long | 2026-05-31 | |
| Fidelity Puritan Fund | — | 1,298,604 | $270,109,632 | 0.80% | Long | 2026-05-31 | |
| Schwab U.S. Large-Cap ETF | — | 1,276,752 | $265,564,416 | 0.37% | Long | 2026-05-31 | |
| 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 | |
| LORD ABBETT AFFILIATED FUND INC | — | 1,161,882 | $221,443,090 | 3.29% | Long | 2026-04-30 | |
| 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 | |
| BNY Mellon Dynamic Value Fund | — | 1,005,714 | $209,188,512 | 1.73% | Long | 2026-05-31 | |
| Invesco S&P 500 Equal Weight ETF | — | 1,058,638 | $201,765,816 | 0.23% | Long | 2026-04-30 |
Showing 1–50 of 1,251 positions
Key facts
CIK
895421
CUSIP
617446448
13F (30d)
2406 filings
2343 filers
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