Morgan Stanley (MS) was founded on Sept. 16, 1935. The firm went public in 1986 and has grown to provide advisory, banking, financing, research, sales, market making, and wealth management services. Morgan Stanley has a 澳洲幸运5开奖号码历史查询:market capitalization of $166.98 billion as of July 29, 2024. Here are the top four mutual fund holders of Morgan Stanley shares.

1. 🔯Vanguard Total Stock Market Index Fund (VTSAX𒁏)

The Vanguard Total Stock Market Index Fund was created in 1992 and is designed to give broad exposure to the total U.S. 澳洲幸运5开奖号码历史查询:stock market by including small- to large-cap growth, as well as value stocks. VTSAX is the largest shareholder of Morgan Stanley as it owns 38.56 million shares or 2.37% of Morgan Stanley as of March 31, 2024.

The fund has $1.5 trillion in 澳洲幸运5开奖号码历史查询:assets under management (AUM) and its Morgan Stanley investment constitutes around 0.2% of its portfolio. The fund has an expense ratio of 0.04% and a five-year annualized return of 14.9%. The fund requires a minimum investment of $3,000.

2. Vanguard 500 Index Fund Inves🅰tor Shares (VFIAX)

The Vanguard 500 Index Fund owns 31.75 million shares, which account for 1.94% of shares held in the company and around 0.26% of VFIAX's portfolio. The fund is the industry's first 澳洲幸运5开奖号码历史查询:index fund for individual investors. The portfolio contains a diversified spectrum of the largest US. companies mirroring the Standard and Poor's 500 Index (S&P 500).

The fund has $1.1 trillion in AUM, an 澳洲幸运5开奖号码历史查询:expense ratio of 0.04%, and a five-year annualized return of 15.76%. The fund requires a minimum investment of $3,000. 

3. Fidelity 500 Index Fund (FXAIX)

The Fidelity 500 Index Fund has been around since February 1988. It owns 15.17 million shares of Morgan Stanley. This represents a stake of about 0.93% of the company's outstanding shares. The fund invests nearly 80% of its portfolio in stocks that make up the S&P 500, which represent some of the largest companies in the United States.

FXAIX has $561.29 billion in AUM and charges investors an 澳洲幸运5开奖号码历史查询:expense ratio of 0.015% as of June 30, 2024. The fund returned 15.03% to investors over a five-year period. There is no minimum to invest in this fund.

4. SPDR S&P 500 ETF (SPY)

The SPDR S&P 500 ETF is a $542.46 billion fund, owning 14.82 million Morgan Stanley shares—roughly 0.91% of the investment bank's outstanding shares. Morgan Stanley makes up around 0.26% of the SPDR S&P 500 ETF fund.

The expense ratio for the SPY is 0.0945%. The fund has a five-year annualized return of 15.64%. This fund, which started trading in 1993, was the first ETF listed in the U.S. The SPDR S&P 500 ETF looks to track the performance of the S&P 500 index.

The Bottom Line

Morgan Stanley is one of the world's largest investment banking firms, pulling in roughly $3.64 billion in revenue in 2023. So it's no surprise that many investors want to get a piece of the pie. If you're looking for a way to invest in the company, consider one of the funds listed above. These four funds have the largest amount of shares in the financial services firm. Before you jump in, make sure you do your research or talk to a financial professional to ensure your investment aligns with your goals and financial strategy.