Morgan Stanley Portfolio holdings
Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$2.4B |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.37B |
| 3 |
Invesco MSCI USA ETF
PBUS
|
+$1.52B |
| 4 |
Synopsys
SNPS
|
+$1.47B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.26B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$2.63B |
| 2 |
Tesla
TSLA
|
+$2.46B |
| 3 |
Aon
AON
|
+$1.21B |
| 4 |
Oracle
ORCL
|
+$1.04B |
| 5 |
Apple
AAPL
|
+$925M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.08% |
| 2 | Financials | 11.07% |
| 3 | Consumer Discretionary | 8.45% |
| 4 | Communication Services | 7.49% |
| 5 | Healthcare | 7.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
626
Avantis Emerging Markets Equity ETF
AVEM
$26.5B
| $378M | 0.02% |
5,028,304
+505,481
| +11% | +$36.1M |
|
627
LyondellBasell Industries
LYB
$19.7B
| $376M | 0.02% |
7,671,470
-1,097,544
| -13% | -$61.9M |
|
628
AES
AES
$10.5B
| $376M | 0.02% |
28,567,968
+1,713,442
| +6% | +$22.3M |
|
629
AvalonBay Communities
AVB
$26.2B
| $375M | 0.02% |
1,943,740
+393,852
| +25% | +$76.7M |
|
630
Mizuho Financial
MFG
$128B
| $375M | 0.02% |
55,917,516
+14,432,307
| +35% | +$90M |
|
631
Jack Henry & Associates
JKHY
$11B
| $374M | 0.02% |
2,514,185
-2,803,679
| -53% | -$465M |
|
632
KraneShares CSI China Internet ETF
KWEB
$5.71B
| $374M | 0.02% |
8,893,663
+1,764,861
| +25% | +$66.2M |
|
633
First Trust Dorsey Wright Focus 5 ETF
FV
$3.78B
| $372M | 0.02% |
6,013,578
-212,338
| -3% | -$12.9M |
|
634
Zscaler
ZS
$28.3B
| $372M | 0.02% |
1,242,142
-159,762
| -11% | -$45.5M |
|
635
Constellation Brands
STZ
$22.8B
| $372M | 0.02% |
2,760,497
-98,063
| -3% | -$15.6M |
|
636
Ventas
VTR
$47.2B
| $370M | 0.02% |
5,292,511
+114,252
| +2% | +$7.68M |
|
637
Jabil
JBL
$36.1B
| $370M | 0.02% |
1,702,174
+77,833
| +5% | +$16.9M |
|
638
iShares S&P Small-Cap 600 Value ETF
IJS
$8.32B
| $370M | 0.02% |
3,342,269
-222,261
| -6% | -$23.6M |
|
639
Iron Mountain
IRM
$36.3B
| $368M | 0.02% |
3,611,399
+104,916
| +3% | +$10.1M |
|
640
Fidelity National Information Services
FIS
$21.6B
| $368M | 0.02% |
5,577,167
-882,755
| -14% | -$64.4M |
|
641
VictoryShares Free Cash Flow ETF
VFLO
$9.74B
| $366M | 0.02% |
9,773,018
+1,642,500
| +20% | +$59.6M |
|
642
Capital Group Core Plus Income ETF
CGCP
$8.5B
| $366M | 0.02% |
16,099,062
+1,687,881
| +12% | +$38.1M |
|
643
ON Semiconductor
ON
$32B
| $363M | 0.02% |
7,371,136
-1,140,696
| -13% | -$60M |
|
644
Vanguard S&P 500 Growth ETF
VOOG
$27.4B
| $363M | 0.02% |
4,997,958
+400,680
| +9% | +$27.7M |
|
645
First Trust Long/Short Equity ETF
FTLS
$2.5B
| $362M | 0.02% |
5,174,113
-963,858
| -16% | -$65M |
|
646
BJs Wholesale Club
BJ
$12.2B
| $361M | 0.02% |
3,868,184
+756,735
| +24% | +$77.4M |
|
647
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
| $359M | 0.02% |
4,890,734
-1,189,525
| -20% | -$86.9M |
|
648
Canadian Natural Resources
CNQ
$97B
| $359M | 0.02% |
11,234,585
+458,073
| +4% | +$14.3M |
|
649
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
| $358M | 0.02% |
2,993,888
-40,796
| -1% | -$4.85M |
|
650
iShares Russell Top 200 Growth ETF
IWY
$16.6B
| $358M | 0.02% |
1,306,536
+19,689
| +2% | +$5.09M |
|
Similar funds
Morgan Stanley's Q3 2025 Portfolio in Review
As of Q3 2025, Morgan Stanley held 8,451 positions worth $1.65T, up 7.6% from $1.54T the previous quarter. Its ten largest holdings account for 22% of the portfolio.
Morgan Stanley's Q3 2025 filing shows 366 new, 3,476 increased, 3,384 reduced and 292 closed positions. Its largest new stake was Paramount Skydance Corp: 14,829,379 shares worth $281M. The largest sale was Alphabet (Google) Class A, an estimated $2.63B.
By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 22% a quarter earlier, followed by Financials and Consumer Discretionary.
- Morgan Stanley's largest Q3 2025 buy was Paramount Skydance Corp: 14,829,379 shares worth $281M.
- Morgan Stanley added most to Invesco QQQ Trust in Q3 2025, an estimated $2.4B increase.
- Morgan Stanley's biggest Q3 2025 reduction was Alphabet (Google) Class A, cutting an estimated $2.63B.
- Morgan Stanley fully exited Paramount Global Class B in Q3 2025, selling an estimated $521M.
- Morgan Stanley's ten largest holdings make up 22% of its $1.65T portfolio in Q3 2025.
- Morgan Stanley opened 366 new positions and closed 292 in Q3 2025.
- Morgan Stanley's portfolio value rose 7.6% quarter-over-quarter to $1.65T.
Based on Morgan Stanley's 13F filing for Q3 2025, filed 14 Nov 2025.