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 | |
|---|---|---|---|---|---|---|
726
Expeditors International
EXPD
$23.3B
| $299M | 0.02% |
2,435,043
+311,073
| +15% | +$37M |
|
727
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
| $298M | 0.02% |
6,375,260
+945,482
| +17% | +$42M |
|
728
Kirby Corp
KEX
$7B
| $296M | 0.02% |
3,551,066
+230,074
| +7% | +$23.1M |
|
729
Klaviyo
KVYO
$5.09B
| $296M | 0.02% |
10,691,930
+6,248,281
| +141% | +$202M |
|
730
VICI Properties
VICI
$28.7B
| $296M | 0.02% |
9,077,334
+637,173
| +8% | +$21M |
|
731
Capital Group Global Growth Equity ETF
CGGO
$11.9B
| $295M | 0.02% |
8,639,404
+1,140,758
| +15% | +$37.4M |
|
732
Leidos
LDOS
$17.4B
| $293M | 0.02% |
1,550,234
-39,700
| -2% | -$6.91M |
|
733
DexCom
DXCM
$33.1B
| $293M | 0.02% |
4,352,808
-1,249,747
| -22% | -$98.9M |
|
734
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.87B
| $293M | 0.02% |
4,858,166
-18,285
| -0.4% | -$1.08M |
|
735
Hyatt Hotels
H
$16B
| $292M | 0.02% |
2,054,844
-210,285
| -9% | -$30.2M |
|
736
Kratos Defense & Security Solutions
KTOS
$11.7B
| $291M | 0.02% |
3,186,488
+804,991
| +34% | +$51.6M |
|
737
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.62B
| $290M | 0.02% |
2,191,646
-427,849
| -16% | -$55.2M |
|
738
Service Corp International
SCI
$11.4B
| $288M | 0.02% |
3,464,942
+67,491
| +2% | +$5.38M |
|
739
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.47B
| $288M | 0.02% |
5,836,136
-259,042
| -4% | -$12.9M |
|
740
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.54B
| $288M | 0.02% |
4,629,272
+444,432
| +11% | +$26.7M |
|
741
Canadian Imperial Bank of Commerce
CM
$109B
| $286M | 0.02% |
3,576,382
+585,643
| +20% | +$44.1M |
|
742
WisdomTree Japan Hedged Equity Fund
DXJ
$7.43B
| $286M | 0.02% |
2,230,024
-45,132
| -2% | -$5.54M |
|
743
F5
FFIV
$23.2B
| $285M | 0.02% |
882,886
-71,144
| -7% | -$22.3M |
|
744
Comfort Systems
FIX
$58.9B
| $285M | 0.02% |
345,660
+13,590
| +4% | +$9.21M |
|
745
Bank of Montreal
BMO
$127B
| $285M | 0.02% |
2,189,088
-343,808
| -14% | -$40.7M |
|
746
Astera Labs
ALAB
$55B
| $285M | 0.02% |
1,454,458
-208,783
| -13% | -$34.3M |
|
747
Boston Properties
BXP
$10.8B
| $283M | 0.02% |
3,805,965
+984,939
| +35% | +$69.5M |
|
748
Schwab US Large-Cap Growth ETF
SCHG
$63B
| $283M | 0.02% |
8,864,287
-62,034
| -0.7% | -$1.89M |
|
749
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.54B
| $281M | 0.02% |
6,672,087
+40,022
| +0.6% | +$1.67M |
|
|
PSKY
750
Paramount Skydance Corp
PSKY
$10.4B
| $281M | 0.02% |
+14,829,379
| New | +$235M |
|
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.