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 | Miscellaneous | 25% |
| 2 | Technology | 23.08% |
| 3 | Financials | 11.07% |
| 4 | Consumer Discretionary | 8.45% |
| 5 | Communication Services | 7.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
ServiceNow
NOW
$146B
| $4.8B | 0.29% |
26,094,020
+30,835
| +0.1% | +$5.76M |
2013 Q2
49 quarters
|
|
52
Eaton
ETN
$167B
| $4.78B | 0.29% |
12,777,429
+240,075
| +2% | +$87.3M |
2013 Q2
49 quarters
|
|
53
McDonald's
MCD
$166B
| $4.73B | 0.29% |
15,572,960
-507,804
| -3% | -$155M |
2013 Q2
49 quarters
|
|
54
Spotify
SPOT
$109B
| $4.73B | 0.29% |
6,769,458
-54,989
| -0.8% | -$38.5M |
2018 Q2
29 quarters
|
|
55
DoorDash
DASH
$85.1B
| $4.66B | 0.28% |
17,145,228
-276,482
| -2% | -$69.3M |
2020 Q4
19 quarters
|
|
56
Mercado Libre
MELI
$95.8B
| $4.64B | 0.28% |
1,987,113
+5,288
| +0.3% | +$12.7M |
2013 Q2
49 quarters
|
|
57
Wells Fargo
WFC
$253B
| $4.62B | 0.28% |
55,174,764
+4,059,868
| +8% | +$329M |
2013 Q2
49 quarters
|
|
58
Salesforce
CRM
$189B
| $4.55B | 0.28% |
19,189,909
-1,266,565
| -6% | -$319M |
2013 Q2
49 quarters
|
|
59
Vanguard Morningstar Total Stock Market ETF
VTI
$703B
| $4.53B | 0.27% |
13,805,600
+185,286
| +1% | +$58.5M |
2013 Q2
49 quarters
|
|
60
IBM
IBM
$214B
| $4.52B | 0.27% |
16,024,101
-99,476
| -0.6% | -$26M |
2013 Q2
49 quarters
|
|
61
Amgen
AMGN
$224B
| $4.49B | 0.27% |
15,910,525
-274,256
| -2% | -$79.5M |
2013 Q2
49 quarters
|
|
62
American Express
AXP
$208B
| $4.4B | 0.27% |
13,232,411
-289,634
| -2% | -$92.1M |
2013 Q2
49 quarters
|
|
63
iShares Russell 2000 ETF
IWM
$78.5B
| $4.39B | 0.27% |
18,151,969
-2,709,746
| -13% | -$622M |
2013 Q2
49 quarters
|
|
64
Shopify
SHOP
$220B
| $4.35B | 0.26% |
29,284,562
-48,142
| -0.2% | -$6.53M |
2015 Q2
41 quarters
|
|
65
TSMC
TSM
$2.35T
| $4.21B | 0.26% |
15,091,532
+1,347,435
| +10% | +$329M |
2013 Q2
49 quarters
|
|
66
Walt Disney
DIS
$187B
| $4.18B | 0.25% |
36,468,027
-2,664,441
| -7% | -$314M |
2013 Q2
49 quarters
|
|
67
GE Aerospace
GE
$320B
| $4.09B | 0.25% |
13,592,382
+596,541
| +5% | +$163M |
2013 Q2
49 quarters
|
|
68
Blackrock
BLK
$168B
| $4.09B | 0.25% |
3,506,425
-134,198
| -4% | -$150M |
2013 Q2
49 quarters
|
|
69
Cloudflare
NET
$129B
| $4.08B | 0.25% |
19,011,192
-1,022,279
| -5% | -$209M |
2019 Q3
24 quarters
|
|
70
iShares S&P 500 Growth ETF
IVW
$79.9B
| $4.04B | 0.24% |
33,459,761
-534,482
| -2% | -$61.5M |
2013 Q2
49 quarters
|
|
71
SPDR Gold Trust
GLD
$142B
| $4.04B | 0.24% |
11,354,475
-180,450
| -2% | -$57.5M |
2013 Q2
49 quarters
|
|
72
Philip Morris
PM
$314B
| $3.97B | 0.24% |
24,452,909
+2,718,905
| +13% | +$457M |
2013 Q2
49 quarters
|
|
73
S&P Global
SPGI
$120B
| $3.93B | 0.24% |
8,070,048
+74,970
| +0.9% | +$40.1M |
2016 Q2
37 quarters
|
|
74
TJX Companies
TJX
$153B
| $3.92B | 0.24% |
27,108,488
+335,164
| +1% | +$44.5M |
2013 Q2
49 quarters
|
|
75
Honeywell
HON
$65.8B
| $3.9B | 0.24% |
19,677,425
+28,782
| +0.1% | +$6.01M |
2013 Q2
49 quarters
|
|
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 368 new, 3,473 increased, 3,382 reduced and 292 closed positions. Its largest new stake was Skydance Corporation: 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 Miscellaneous at 25% of assets, up from 25% a quarter earlier, followed by Technology and Financials.
- Morgan Stanley's largest Q3 2025 buy was Skydance Corporation: 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 368 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.