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 | |
|---|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.97T
| $62.3B | 3.77% |
120,240,122
+1,142,300
| +1% | +$583M |
2013 Q2
49 quarters
|
|
2
NVIDIA
NVDA
$5.54T
| $60.3B | 3.65% |
322,956,343
-2,754,465
| -0.8% | -$480M |
2013 Q2
49 quarters
|
|
|
3
Apple
AAPL
$4.91T
| $58.3B | 3.53% |
229,103,384
-4,095,262
| -2% | -$925M |
2013 Q2
49 quarters
|
|
4
Amazon
AMZN
$2.83T
| $35.8B | 2.17% |
162,864,808
+2,366,189
| +1% | +$536M |
2013 Q2
49 quarters
|
|
|
5
Alphabet (Google) Class A
GOOGL
$4.3T
| $29.6B | 1.79% |
121,945,648
-12,544,279
| -9% | -$2.63B |
2015 Q4
39 quarters
|
|
|
6
State Street SPDR S&P 500 ETF Trust
SPY
$833B
| $27.1B | 1.64% |
40,654,532
+3,703,801
| +10% | +$2.37B |
2013 Q2
49 quarters
|
|
7
Meta Platforms (Facebook)
META
$1.83T
| $27B | 1.63% |
36,729,219
-490,068
| -1% | -$365M |
2013 Q2
49 quarters
|
|
8
Broadcom
AVGO
$1.73T
| $24.1B | 1.46% |
73,008,578
-724,893
| -1% | -$222M |
2013 Q2
49 quarters
|
|
9
JPMorgan Chase
JPM
$885B
| $20.6B | 1.25% |
65,445,847
-1,539,474
| -2% | -$458M |
2013 Q2
49 quarters
|
|
|
10
Alphabet (Google) Class C
GOOG
$4.25T
| $17.2B | 1.04% |
70,709,406
-2,872,255
| -4% | -$604M |
2013 Q2
49 quarters
|
|
11
Visa
V
$724B
| $16.4B | 0.99% |
48,072,167
-1,983,350
| -4% | -$686M |
2013 Q2
49 quarters
|
|
12
iShares Core S&P 500 ETF
IVV
$899B
| $16.3B | 0.99% |
24,311,648
-446,762
| -2% | -$288M |
2013 Q2
49 quarters
|
|
|
13
Tesla
TSLA
$1.51T
| $16.1B | 0.97% |
36,146,709
-7,090,349
| -16% | -$2.46B |
2013 Q2
49 quarters
|
|
|
14
Vanguard S&P 500 ETF
VOO
$1.06T
| $15.6B | 0.94% |
25,449,929
+2,130,431
| +9% | +$1.26B |
2013 Q2
49 quarters
|
|
|
15
Invesco QQQ Trust
QQQ
$507B
| $14.7B | 0.89% |
24,558,237
+4,198,148
| +21% | +$2.4B |
2013 Q2
49 quarters
|
|
16
Berkshire Hathaway Class B
BRK.B
$1.1T
| $13.4B | 0.81% |
26,572,525
-618,284
| -2% | -$299M |
2013 Q2
49 quarters
|
|
17
iShares Russell 1000 Growth ETF
IWF
$130B
| $12.7B | 0.77% |
108,193,140
-1,271,716
| -1% | -$142M |
2013 Q2
49 quarters
|
|
18
Eli Lilly
LLY
$1.05T
| $11.6B | 0.7% |
15,185,853
+317,357
| +2% | +$236M |
2013 Q2
49 quarters
|
|
19
Netflix
NFLX
$293B
| $10.2B | 0.62% |
85,096,550
+1,472,240
| +2% | +$180M |
2013 Q2
49 quarters
|
|
20
AbbVie
ABBV
$489B
| $9.64B | 0.58% |
41,654,784
-45,217
| -0.1% | -$9.21M |
2013 Q2
49 quarters
|
|
21
Home Depot
HD
$290B
| $9.11B | 0.55% |
22,489,918
-84,029
| -0.4% | -$33M |
2013 Q2
49 quarters
|
|
22
Mastercard
MA
$516B
| $9.06B | 0.55% |
15,923,022
-277,327
| -2% | -$159M |
2013 Q2
49 quarters
|
|
23
Johnson & Johnson
JNJ
$630B
| $8.94B | 0.54% |
48,231,667
+1,246,800
| +3% | +$214M |
2013 Q2
49 quarters
|
|
24
Walmart Inc
WMT
$883B
| $8.79B | 0.53% |
85,254,109
-273,458
| -0.3% | -$27.2M |
2013 Q2
49 quarters
|
|
25
iShares Core MSCI EAFE ETF
IEFA
$190B
| $8.73B | 0.53% |
99,990,935
+1,369,686
| +1% | +$116M |
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.