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 | |
|---|---|---|---|---|---|---|
1551
Federal Signal
FSS
$7.9B
| $75.6M | ﹤0.01% |
710,318
+24,065
| +4% | +$2.14M |
|
1552
Shinhan Financial Group
SHG
$33.4B
| $75.5M | ﹤0.01% |
1,672,173
-37,583
| -2% | -$1.43M |
|
1553
Pan American Silver
PAAS
$18.3B
| $75.5M | ﹤0.01% |
2,659,805
+252,514
| +10% | +$6.53M |
|
1554
OGE Energy
OGE
$9.83B
| $75.2M | ﹤0.01% |
1,694,024
-208,483
| -11% | -$9.25M |
|
1555
Woori Financial
WF
$16.9B
| $75.2M | ﹤0.01% |
1,511,459
+115,104
| +8% | +$4.55M |
|
1556
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.5B
| $75.1M | ﹤0.01% |
3,645,887
+85,907
| +2% | +$1.74M |
|
1557
Madrigal Pharmaceuticals
MDGL
$11B
| $75M | ﹤0.01% |
247,962
-136,866
| -36% | -$40.8M |
|
1558
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.54B
| $75M | ﹤0.01% |
1,839,382
-205,373
| -10% | -$7.44M |
|
1559
Iridium Communications
IRDM
$5.1B
| $74.9M | ﹤0.01% |
2,481,737
+293,249
| +13% | +$7.63M |
|
1560
Telus
TU
$14.9B
| $74.8M | ﹤0.01% |
4,658,184
+325,157
| +8% | +$5.04M |
|
|
SKX
1561
DELISTED
Skechers
SKX
| $74.7M | ﹤0.01% |
1,184,439
-63,815
| -5% | -$3.66M |
|
1562
Granite Construction
GVA
$5.47B
| $74.7M | ﹤0.01% |
798,905
-288,346
| -27% | -$24.3M |
|
1563
Arbutus Biopharma
ABUS
$869M
| $74.7M | ﹤0.01% |
24,162,383
+369,994
| +2% | +$1.23M |
|
1564
Donnelley Financial Solutions
DFIN
$1.19B
| $74.5M | ﹤0.01% |
1,208,246
+158,523
| +15% | +$8.17M |
|
1565
Rambus
RMBS
$9.99B
| $74.5M | ﹤0.01% |
1,163,259
+225,227
| +24% | +$12.1M |
|
1566
Cellebrite
CLBT
$3.72B
| $74.4M | ﹤0.01% |
4,652,578
+689,319
| +17% | +$12.3M |
|
1567
FS KKR Capital
FSK
$3.06B
| $74.3M | ﹤0.01% |
3,581,267
-54,951
| -2% | -$1.12M |
|
1568
Vornado Realty Trust
VNO
$7.49B
| $74.1M | ﹤0.01% |
1,936,853
-56,094
| -3% | -$2.1M |
|
1569
The Ensign Group
ENSG
$10.4B
| $73.9M | ﹤0.01% |
479,182
-73,490
| -13% | -$10.3M |
|
1570
Lear
LEA
$6.45B
| $73.9M | ﹤0.01% |
777,798
-145,896
| -16% | -$12.8M |
|
1571
Cedar Fair
FUN
$1.82B
| $73.7M | ﹤0.01% |
2,423,442
+1,533,394
| +172% | +$51.4M |
|
|
EXAS
1572
DELISTED
Exact Sciences
EXAS
| $73.5M | ﹤0.01% |
1,383,761
-391,564
| -22% | -$19.9M |
|
1573
State Street SPDR S&P Insurance ETF
KIE
$641M
| $73.5M | ﹤0.01% |
1,230,718
+129,330
| +12% | +$7.51M |
|
1574
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.92B
| $73.3M | ﹤0.01% |
3,279,644
-151,986
| -4% | -$3.38M |
|
1575
Plains GP Holdings
PAGP
$5.15B
| $73.1M | ﹤0.01% |
3,762,311
-1,205,854
| -24% | -$22.5M |
|
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.