Who owns Morgan Stanley (MS)?
606 US mutual funds and ETFs from 235 fund families reported a position in MS for the quarter ending 2026-06-30. Against their own report a quarter earlier, 167 raised shares, 43 opened a new position, 325 cut and 13 sold out.
Largest fund families
| Fund family | Funds | Share of fund-held shares |
|---|---|---|
| Vanguard Index Funds | 4 | 38.8% |
| Ishares Trust | 17 | 12.9% |
| Fidelity Contrafund | 4 | 4.5% |
| Investment Co Of America | 1 | 4.4% |
| Select Sector Spdr Trust | 1 | 3.9% |
| Vanguard Institutional Index Funds | 2 | 3.4% |
Tracked managers holding MS
None of the managers Prior Moves tracks on 13F reports MS in its latest filing.
Source: SEC Form N-PORT, which funds file about 60 days after quarter end, and the latest 13F filings. Share counts, not trades: a change can reflect fund inflows or outflows rather than a decision about MS. A record of holdings, not a forecast and not investment advice. See all owner pages or the forecast board for the names our model ranks.
Our model ranks every tracked manager’s likely next buys from 13F filings. Request the dataset sample with a work email.
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