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 Short-Term Bond ETF
BSV
|
+$1.77B |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.52B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.18B |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$947M |
| 5 |
Zoetis
ZTS
|
+$787M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$2.39B |
| 2 |
NVIDIA
NVDA
|
+$2.32B |
| 3 |
Microsoft
MSFT
|
+$2.06B |
| 4 |
Apple
AAPL
|
+$1.62B |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.51B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 22.47% |
| 2 | Financials | 11.66% |
| 3 | Consumer Discretionary | 8.63% |
| 4 | Communication Services | 7.31% |
| 5 | Healthcare | 7.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
726
Genuine Parts
GPC
$18.2B
| $271M | 0.02% |
2,236,219
-15,401
| -0.7% | -$1.85M |
|
727
Reddit
RDDT
$30.4B
| $271M | 0.02% |
1,799,021
+602,813
| +50% | +$68.3M |
|
728
MPLX
MPLX
$61.5B
| $270M | 0.02% |
5,244,644
-1,210,903
| -19% | -$61.5M |
|
729
Bloom Energy
BE
$67.9B
| $270M | 0.02% |
11,271,129
+1,612,557
| +17% | +$31.2M |
|
|
K
730
DELISTED
Kellanova
K
| $269M | 0.02% |
3,383,637
-565,538
| -14% | -$46.2M |
|
731
Willis Towers Watson
WTW
$31.7B
| $269M | 0.02% |
876,398
-39,500
| -4% | -$12.2M |
|
732
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.97B
| $265M | 0.02% |
10,756,524
+1,378,523
| +15% | +$33.9M |
|
733
Mid-America Apartment Communities
MAA
$15.5B
| $263M | 0.02% |
1,778,205
-915,386
| -34% | -$143M |
|
734
Invesco S&P 500 GARP ETF
SPGP
$2.32B
| $261M | 0.02% |
2,422,980
-917,545
| -27% | -$91.5M |
|
735
Schwab US Large-Cap Growth ETF
SCHG
$62.9B
| $261M | 0.02% |
8,926,321
-627,448
| -7% | -$16.6M |
|
736
Watsco Inc
WSO
$13.7B
| $261M | 0.02% |
590,160
-78,604
| -12% | -$36.5M |
|
737
UBS Group
UBS
$174B
| $260M | 0.02% |
7,702,163
-433,762
| -5% | -$13.4M |
|
738
Insight Enterprises
NSIT
$4.02B
| $260M | 0.02% |
1,883,994
+541,584
| +40% | +$72.9M |
|
739
WisdomTree Japan Hedged Equity Fund
DXJ
$7.34B
| $260M | 0.02% |
2,275,156
-402,929
| -15% | -$44M |
|
740
Extra Space Storage
EXR
$31.4B
| $260M | 0.02% |
1,762,893
-210,046
| -11% | -$30.6M |
|
741
Blue Owl Capital
OWL
$7.84B
| $259M | 0.02% |
13,504,045
-1,560,248
| -10% | -$28.9M |
|
|
PPL
742
PPL Corp
PPL
$26.2B
| $259M | 0.02% |
7,653,312
+387,830
| +5% | +$13.5M |
|
|
COOP
743
DELISTED
Mr. Cooper
COOP
| $258M | 0.02% |
1,732,354
-599,310
| -26% | -$76.8M |
|
744
Invesco Senior Loan ETF
BKLN
$6.79B
| $258M | 0.02% |
12,351,599
+1,654,734
| +15% | +$34.4M |
|
745
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.48B
| $258M | 0.02% |
2,802,150
-344,819
| -11% | -$31.4M |
|
746
Interactive Brokers
IBKR
$40.2B
| $256M | 0.02% |
4,623,068
+162,480
| +4% | +$7.71M |
|
747
Packaging Corp of America
PKG
$22.8B
| $255M | 0.02% |
1,353,040
+17,937
| +1% | +$3.39M |
|
748
AerCap
AER
$24.8B
| $255M | 0.02% |
2,176,601
+301,194
| +16% | +$32.6M |
|
749
Principal Financial Group
PFG
$24.8B
| $252M | 0.02% |
3,172,836
+203,015
| +7% | +$15.6M |
|
750
MakeMyTrip
MMYT
$5.89B
| $252M | 0.02% |
2,570,986
+490,900
| +24% | +$49.5M |
|
Similar funds
Morgan Stanley's Q2 2025 Portfolio in Review
As of Q2 2025, Morgan Stanley held 8,401 positions worth $1.54T, up 9.8% from $1.4T the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Morgan Stanley's Q2 2025 filing shows 313 new, 3,923 increased, 2,951 reduced and 306 closed positions. Its largest new stake was JBS N.V.: 7,554,358 shares worth $110M. The largest sale was UnitedHealth, an estimated $2.39B.
By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 20% a quarter earlier, followed by Financials and Consumer Discretionary.
- Morgan Stanley's largest Q2 2025 buy was JBS N.V.: 7,554,358 shares worth $110M.
- Morgan Stanley added most to Vanguard Short-Term Bond ETF in Q2 2025, an estimated $1.77B increase.
- Morgan Stanley's biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $2.39B.
- Morgan Stanley fully exited Discover Financial Services in Q2 2025, selling an estimated $786M.
- Morgan Stanley's ten largest holdings make up 21% of its $1.54T portfolio in Q2 2025.
- Morgan Stanley opened 313 new positions and closed 306 in Q2 2025.
- Morgan Stanley's portfolio value rose 9.8% quarter-over-quarter to $1.54T.
Based on Morgan Stanley's 13F filing for Q2 2025, filed 15 Aug 2025.