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 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.69B |
| 2 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.32B |
| 3 |
Vanguard Total Bond Market
BND
|
+$1.21B |
| 4 |
SPDR Gold Trust
GLD
|
+$970M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$842M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$7.66B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$5.23B |
| 3 |
Accenture
ACN
|
+$1.14B |
| 4 |
Advanced Micro Devices
AMD
|
+$1.13B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$635M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 22.44% |
| 2 | Financials | 11.14% |
| 3 | Consumer Discretionary | 8.06% |
| 4 | Healthcare | 8.02% |
| 5 | Communication Services | 7.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2126
iShares MSCI Global Gold Miners ETF
RING
$2.4B
| $47.6M | ﹤0.01% |
646,005
-21,694
| -3% | -$1.46M |
|
2127
Lucid Motors
LCID
$2.54B
| $47.4M | ﹤0.01% |
4,487,208
+3,081,346
| +219% | +$49.2M |
|
2128
Crescent Energy
CRGY
$3.93B
| $47.4M | ﹤0.01% |
5,650,795
+2,419,996
| +75% | +$21.2M |
|
|
SYFI
2129
AB Short Duration High Yield ETF
SYFI
$938M
| $47.4M | ﹤0.01% |
1,318,594
+227,995
| +21% | +$8.19M |
|
|
CVSA
2130
Covista Inc
CVSA
$4.49B
| $47.4M | ﹤0.01% |
457,746
+20,683
| +5% | +$2.37M |
|
|
TPC
2131
Tutor Perini Cor
TPC
$4.98B
| $47.3M | ﹤0.01% |
706,247
+124,843
| +21% | +$8.19M |
|
2132
Impinj
PI
$5.46B
| $47.3M | ﹤0.01% |
271,748
-408,954
| -60% | -$72.9M |
|
2133
POSCO
PKX
$17.1B
| $47.3M | ﹤0.01% |
888,572
+86,922
| +11% | +$4.58M |
|
|
EFXT
2134
Enerflex
EFXT
$2.62B
| $47.2M | ﹤0.01% |
3,060,896
+203,623
| +7% | +$2.71M |
|
2135
Sable Offshore Corp
SOC
$773M
| $47.2M | ﹤0.01% |
5,233,890
+4,388,030
| +519% | +$41.4M |
|
2136
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$745M
| $47.2M | ﹤0.01% |
962,626
+118,538
| +14% | +$5.7M |
|
2137
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$3.07B
| $47.1M | ﹤0.01% |
2,413,874
+82,953
| +4% | +$1.84M |
|
2138
iShares Emerging Markets Equity Factor ETF
EMGF
$1.91B
| $47.1M | ﹤0.01% |
814,633
-23,155
| -3% | -$1.33M |
|
2139
Atour Lifestyle Holdings
ATAT
$4.5B
| $47.1M | ﹤0.01% |
1,195,127
-497,092
| -29% | -$19.5M |
|
2140
Warner Music
WMG
$13.3B
| $47M | ﹤0.01% |
1,533,698
+111,463
| +8% | +$3.4M |
|
2141
Millicom
TIGO
$15.8B
| $47M | ﹤0.01% |
847,747
+234,030
| +38% | +$11.8M |
|
2142
Sociedad Química y Minera de Chile
SQM
$20.6B
| $46.9M | ﹤0.01% |
681,479
+37,858
| +6% | +$2.09M |
|
2143
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
$175M
| $46.9M | ﹤0.01% |
865,682
+383,746
| +80% | +$20.7M |
|
2144
iShares Intermediate Government/Credit Bond ETF
GVI
$3.8B
| $46.8M | ﹤0.01% |
435,555
-51,574
| -11% | -$5.55M |
|
2145
Alignment Healthcare
ALHC
$2.79B
| $46.7M | ﹤0.01% |
2,362,546
+384,448
| +19% | +$6.91M |
|
|
SFD
2146
Smithfield Foods
SFD
$8.85B
| $46.6M | ﹤0.01% |
2,088,209
+137,624
| +7% | +$3.03M |
|
2147
Loar Holdings
LOAR
$6.93B
| $46.6M | ﹤0.01% |
685,320
+134,294
| +24% | +$9.79M |
|
2148
Macerich
MAC
$6.99B
| $46.5M | ﹤0.01% |
2,517,835
+172,661
| +7% | +$3.04M |
|
|
JOYY
2149
JOYY Inc
JOYY
$3.64B
| $46.4M | ﹤0.01% |
716,719
+57,792
| +9% | +$3.53M |
|
2150
Sigma Lithium
SGML
$1.27B
| $46.3M | ﹤0.01% |
3,510,685
+3,094,575
| +744% | +$26.7M |
|
Similar funds
Morgan Stanley's Q4 2025 Portfolio in Review
As of Q4 2025, Morgan Stanley held 8,587 positions worth $1.67T, up 1.4% from $1.65T the previous quarter. Its ten largest holdings account for 22% of the portfolio.
Morgan Stanley's Q4 2025 filing shows 427 new, 3,946 increased, 2,962 reduced and 384 closed positions. Its largest new stake was Medline Inc: 15,162,060 shares worth $637M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $7.66B.
By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 23% a quarter earlier, followed by Financials and Consumer Discretionary.
- Morgan Stanley's largest Q4 2025 buy was Medline Inc: 15,162,060 shares worth $637M.
- Morgan Stanley added most to Vanguard FTSE Developed Markets ETF in Q4 2025, an estimated $1.69B increase.
- Morgan Stanley's biggest Q4 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $7.66B.
- Morgan Stanley fully exited Mr. Cooper in Q4 2025, selling an estimated $312M.
- Morgan Stanley's ten largest holdings make up 22% of its $1.67T portfolio in Q4 2025.
- Morgan Stanley opened 427 new positions and closed 384 in Q4 2025.
- Morgan Stanley's portfolio value rose 1.4% quarter-over-quarter to $1.67T.
Based on Morgan Stanley's 13F filing for Q4 2025, filed 13 Feb 2026.