Morgan Stanley’s Netflix NFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.52B | Buy |
99,018,124
+13,668,151
| +16% | +$1.2B | 0.57% | 23 |
|
|
2025
Q4 | $8B | Buy |
85,349,973
+253,423
| +0.3% | +$27.3M | 0.48% | 28 |
|
|
2025
Q3 | $10.2B | Buy |
85,096,550
+1,472,240
| +2% | +$180M | 0.62% | 19 |
|
|
2025
Q2 | $11.2B | Sell |
83,624,310
-2,057,490
| -2% | -$233M | 0.73% | 19 |
|
|
2025
Q1 | $7.99B | Buy |
85,681,800
+1,474,140
| +2% | +$140M | 0.57% | 27 |
|
|
2024
Q4 | $7.51B | Buy |
84,207,660
+235,620
| +0.3% | +$19.4M | 0.53% | 26 |
|
|
2024
Q3 | $5.96B | Buy |
83,972,040
+909,970
| +1% | +$60.9M | 0.43% | 33 |
|
|
2024
Q2 | $5.61B | Buy |
83,062,070
+14,732,140
| +22% | +$920M | 0.43% | 34 |
|
|
2024
Q1 | $4.15B | Sell |
68,329,930
-62,256,530
| -48% | -$3.51B | 0.33% | 47 |
|
|
2023
Q4 | $6.36B | Buy |
130,586,460
+69,477,170
| +114% | +$3.03B | 0.28% | 61 |
|
|
2023
Q3 | $2.31B | Sell |
61,109,290
-1,162,790
| -2% | -$49.3M | 0.23% | 73 |
|
|
2023
Q2 | $2.74B | Buy |
62,272,080
+7,142,960
| +13% | +$263M | 0.27% | 64 |
|
|
2023
Q1 | $1.9B | Sell |
55,129,120
-9,507,490
| -15% | -$315M | 0.2% | 100 |
|
|
2022
Q4 | $1.91B | Buy |
64,636,610
+6,441,620
| +11% | +$181M | 0.22% | 91 |
|
|
2022
Q3 | $1.37B | Buy |
58,194,990
+246,870
| +0.4% | +$5.48M | 0.19% | 109 |
|
|
2022
Q2 | $1.01B | Buy |
57,948,120
+16,694,150
| +40% | +$370M | 0.13% | 157 |
|
|
2022
Q1 | $1.55B | Buy |
41,253,970
+4,483,110
| +12% | +$187M | 0.21% | 108 |
|
|
2021
Q4 | $2.22B | Buy |
36,770,860
+378,710
| +1% | +$24.2M | 0.27% | 86 |
|
|
2021
Q3 | $2.22B | Sell |
36,392,150
-2,588,120
| -7% | -$142M | 0.3% | 71 |
|
|
2021
Q2 | $2.06B | Sell |
38,980,270
-1,263,070
| -3% | -$64.6M | 0.27% | 82 |
|
|
2021
Q1 | $2.1B | Buy |
40,243,340
+5,050,720
| +14% | +$268M | 0.31% | 68 |
|
|
2020
Q4 | $1.9B | Buy |
35,192,620
+5,107,790
| +17% | +$259M | 0.29% | 76 |
|
|
2020
Q3 | $1.5B | Buy |
30,084,830
+1,406,740
| +5% | +$70M | 0.29% | 81 |
|
|
2020
Q2 | $1.3B | Buy |
28,678,090
+1,822,320
| +7% | +$77.6M | 0.29% | 80 |
|
|
2020
Q1 | $1.01B | Buy |
26,855,770
+7,637,980
| +40% | +$270M | 0.27% | 90 |
|
|
2019
Q4 | $622M | Sell |
19,217,790
-11,586,140
| -38% | -$344M | 0.14% | 146 |
|
|
2019
Q3 | $824M | Sell |
30,803,930
-2,438,340
| -7% | -$76.3M | 0.22% | 103 |
|
|
2019
Q2 | $1.22B | Sell |
33,242,270
-11,552,680
| -26% | -$417M | 0.33% | 68 |
|
|
2019
Q1 | $1.6B | Buy |
44,794,950
+8,910,140
| +25% | +$309M | 0.45% | 35 |
|
|
2018
Q4 | $960M | Buy |
35,884,810
+9,584,340
| +36% | +$287M | 0.29% | 82 |
|
|
2018
Q3 | $984M | Buy |
26,300,470
+2,653,900
| +11% | +$96.3M | 0.25% | 90 |
|
|
2018
Q2 | $926M | Buy |
23,646,570
+374,250
| +2% | +$12.8M | 0.25% | 87 |
|
|
2018
Q1 | $687M | Sell |
23,272,320
-1,742,410
| -7% | -$47.4M | 0.19% | 104 |
|
|
2017
Q4 | $480M | Sell |
25,014,730
-2,513,410
| -9% | -$48.4M | 0.13% | 158 |
|
|
2017
Q3 | $499M | Sell |
27,528,140
-6,376,740
| -19% | -$111M | 0.15% | 151 |
|
|
2017
Q2 | $507M | Buy |
33,904,880
+3,288,570
| +11% | +$50.6M | 0.15% | 154 |
|
|
2017
Q1 | $453M | Buy |
30,616,310
+5,711,260
| +23% | +$80.1M | 0.14% | 160 |
|
|
2016
Q4 | $308M | Sell |
24,905,050
-22,902,060
| -48% | -$271M | 0.1% | 205 |
|
|
2016
Q3 | $471M | Buy |
47,807,110
+849,350
| +2% | +$8.11M | 0.16% | 137 |
|
|
2016
Q2 | $430M | Sell |
46,957,760
-12,313,930
| -21% | -$118M | 0.16% | 149 |
|
|
2016
Q1 | $606M | Sell |
59,271,690
-49,990,890
| -46% | -$491M | 0.23% | 93 |
|
|
2015
Q4 | $1.25B | Buy |
109,262,580
+18,332,070
| +20% | +$209M | 0.45% | 22 |
|
|
2015
Q3 | $939M | Buy |
90,930,510
+48,971,600
| +117% | +$526M | 0.35% | 46 |
|
|
2015
Q2 | $394M | Buy |
41,958,910
+4,532,710
| +12% | +$37.9M | 0.14% | 176 |
|
|
2015
Q1 | $223M | Buy |
37,426,200
+3,145,520
| +9% | +$19.1M | 0.08% | 274 |
|
|
2014
Q4 | $167M | Sell |
34,280,680
-4,980,150
| -13% | -$26.7M | 0.06% | 342 |
|
|
2014
Q3 | $253M | Buy |
39,260,830
+2,785,440
| +8% | +$18.1M | 0.1% | 234 |
|
|
2014
Q2 | $230M | Sell |
36,475,390
-1,247,540
| -3% | -$6.75M | 0.09% | 254 |
|
|
2014
Q1 | $190M | Sell |
37,722,930
-5,346,320
| -12% | -$30.6M | 0.08% | 287 |
|
|
2013
Q4 | $227M | Buy |
43,069,250
+11,849,600
| +38% | +$58.1M | 0.1% | 233 |
|
|
2013
Q3 | $138M | Buy |
31,219,650
+749,700
| +2% | +$2.89M | 0.07% | 343 |
|
|
2013
Q2 | $91.9M | Buy |
+30,469,950
| New | +$90.6M | 0.05% | 431 |
|
Other funds holding NFLX
VCM
VPM
Morgan Stanley's NFLX Position: Q1 2026 in Review
Morgan Stanley increased its Netflix (NFLX) stake by 16% in Q1 2026, buying an estimated $1.2B and bringing the position to 99,018,124 shares worth $9.52B. The position accounts for 0.57% of the portfolio, ranked #23.
Morgan Stanley first reported a position in NFLX in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.2B in Q2 2025. 3,606 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.
- Morgan Stanley held 99,018,124 shares of Netflix worth $9.52B as of Q1 2026.
- Morgan Stanley bought 13,668,151 Netflix shares in Q1 2026, an estimated $1.2B.
- Netflix made up 0.57% of Morgan Stanley's portfolio in Q1 2026, its #23 holding.
- Morgan Stanley first reported a position in Netflix in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's Netflix position peaked at $11.2B in Q2 2025.
- 3,606 funds tracked by Wall St. Rank held Netflix as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.