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 | |
|---|---|---|---|---|---|---|
1276
Hudbay
HBM
$12.2B
| $117M | 0.01% |
7,738,110
+1,494,277
| +24% | +$17.1M |
|
1277
Voya Financial
VOYA
$9B
| $117M | 0.01% |
1,567,155
-36,037
| -2% | -$2.66M |
|
1278
RenaissanceRe
RNR
$13.2B
| $117M | 0.01% |
460,349
+33,301
| +8% | +$8.07M |
|
1279
iShares MSCI Mexico ETF
EWW
$1.91B
| $117M | 0.01% |
1,709,927
+94,485
| +6% | +$5.9M |
|
1280
Liberty Broadband Class C
LBRDK
$5.14B
| $116M | 0.01% |
1,833,329
+1,227,755
| +203% | +$85.8M |
|
1281
iShares Global 100 ETF
IOO
$9.47B
| $116M | 0.01% |
970,578
+51,726
| +6% | +$5.89M |
|
1282
Avantis US Equity ETF
AVUS
$14.3B
| $116M | 0.01% |
1,071,120
-78,379
| -7% | -$8.22M |
|
1283
Vodafone
VOD
$36.4B
| $116M | 0.01% |
10,032,145
-2,350,900
| -19% | -$26.8M |
|
|
BLD
1284
DELISTED
TopBuild
BLD
| $116M | 0.01% |
297,714
+75,267
| +34% | +$30M |
|
1285
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.41B
| $116M | 0.01% |
10,173,086
+701,345
| +7% | +$7.71M |
|
1286
Genpact
G
$5.67B
| $116M | 0.01% |
2,759,938
+187,471
| +7% | +$8.24M |
|
1287
Group 1 Automotive
GPI
$3.19B
| $116M | 0.01% |
264,247
-80,451
| -23% | -$36.1M |
|
1288
Lloyds Banking Group
LYG
$88.9B
| $116M | 0.01% |
25,462,826
+818,611
| +3% | +$3.58M |
|
1289
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$764M
| $116M | 0.01% |
1,480,581
-18,438
| -1% | -$1.44M |
|
1290
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.65B
| $116M | 0.01% |
3,253,019
+128,299
| +4% | +$4.47M |
|
|
GTLS
1291
DELISTED
Chart Industries
GTLS
| $115M | 0.01% |
576,412
-271,779
| -32% | -$51.7M |
|
1292
ATI
ATI
$31.4B
| $115M | 0.01% |
1,414,386
+207,175
| +17% | +$16.8M |
|
1293
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$8.3B
| $115M | 0.01% |
3,051,282
+276,544
| +10% | +$10.1M |
|
1294
Houlihan Lokey
HLI
$8.77B
| $115M | 0.01% |
559,284
-63,976
| -10% | -$12.5M |
|
1295
iShares Latin America 40 ETF
ILF
$3.81B
| $115M | 0.01% |
3,969,356
+333,632
| +9% | +$8.86M |
|
1296
Oshkosh
OSK
$9.81B
| $115M | 0.01% |
883,661
-114,301
| -11% | -$15.2M |
|
1297
Imperial Oil
IMO
$62.4B
| $115M | 0.01% |
1,262,916
+262,896
| +26% | +$22.7M |
|
1298
Madrigal Pharmaceuticals
MDGL
$12B
| $115M | 0.01% |
249,647
+1,685
| +0.7% | +$629K |
|
1299
Jackson Financial
JXN
$8.8B
| $114M | 0.01% |
1,128,609
-96,341
| -8% | -$9M |
|
1300
Tarsus Pharmaceuticals
TARS
$2.92B
| $114M | 0.01% |
1,912,402
-143,316
| -7% | -$7.06M |
|
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.