Morgan Stanley
About Morgan Stanley’s 13F portfolio
Morgan Stanley is an institutional investment manager that discloses its US-listed holdings each quarter through an SEC Form 13F filing. As of , Morgan Stanley reported $1.9T across 8,402 US-listed positions (). Its largest position is NVIDIA CORPORATION (NVDA) at 3.8% of the reported book, and its ten biggest holdings make up 21% of the portfolio. Browse every manager in the fund managers directory, or see the legendary investors we track on the superinvestors page.
| # | Stock | Price | % of portfolio | Shares | Value |
|---|---|---|---|---|---|
| 1 |  NASDAQ: NVDA NVIDIA CORPORATION | — — | 3.8% | 356.4M | $71.3B |
| 2 |  NASDAQ: AAPL APPLE INC | — — | 3.7% | 242.6M | $70.2B |
| 3 |  NASDAQ: MSFT MICROSOFT CORP | — — | 2.5% | 127.7M | $47.6B |
| 4 |  NASDAQ: GOOGL ALPHABET INC | — — | 2.3% | 120.5M | $43.1B |
| 5 |  NASDAQ: AMZN AMAZON COM INC | — — | 2.3% | 179.4M | $42.8B |
| 6 |  NASDAQ: AVGO BROADCOM INC | — — | 1.6% | 79.0M | $29.9B |
| 7 |  NASDAQ: GOOG ALPHABET INC | — — | 1.4% | 72.4M | $25.6B |
| 8 |  NYSE Arca: SPY STATE STR SPDR S&P 500 ETF T | — — | 1.3% | 32.3M | $24.1B |
| 9 |  NASDAQ: META META PLATFORMS INC | — — | 1.2% | 39.4M | $22.2B |
| 10 |  NYSE: JPM JPMORGAN CHASE & CO | — — | 1.2% | 67.1M | $22.0B |
| 11 |  NASDAQ: MU MICRON TECHNOLOGY INC | — — | 1.1% | 18.5M | $21.3B |
| 12 |  NYSE: LLY ELI LILLY & CO | — — | 1.0% | 16.2M | $19.5B |
| 13 |  NYSE Arca: IVV ISHARES TR | — — | 1.0% | 24.7M | $18.5B |
| 14 |  NYSE Arca: VOO VANGUARD INDEX FDS | — — | 0.9% | 24.9M | $17.1B |
| 15 |  NASDAQ: TSLA TESLA INC | — — | 0.9% | 38.9M | $16.3B |
| 16 |  NYSE: V VISA INC | — — | 0.8% | 46.0M | $15.8B |
| 17 |  NASDAQ: QQQ INVESCO QQQ TR | — — | 0.8% | 21.2M | $15.6B |
| 18 |  NYSE Arca: IWF ISHARES TR | — — | 0.8% | 118.9M | $14.8B |
| 19 |  NASDAQ: AMD ADVANCED MICRO DEVICES INC | — — | 0.7% | 24.3M | $14.1B |
| 20 |  BRK/B BERKSHIRE HATHAWAY INC DEL | — — | 0.7% | 26.7M | $13.3B |
| 21 |  NYSE: JNJ JOHNSON & JOHNSON | — — | 0.6% | 44.8M | $11.4B |
| 22 |  NYSE Arca: IEMG ISHARES INC | — — | 0.6% | 128.3M | $10.6B |
| 23 |  Cboe BZX: IEFA ISHARES TR | — — | 0.5% | 106.6M | $10.3B |
| 24 |  NASDAQ: PANW PALO ALTO NETWORKS INC | — — | 0.5% | 29.5M | $10.0B |
| 25 |  NASDAQ: WMT WALMART INC | — — | 0.5% | 88.3M | $10.0B |
Showing 1–25 of 500 positions on this page — of 8,402 total reported in this 13F. Positions beyond the first 500 are not yet available on this page.
- Technology23%
- Financial Services7.1%
- Communication Services6.6%
- Healthcare5.7%
- Consumer Cyclical5.7%
- Industrials5.2%
- Consumer Defensive2.7%
- Energy2.2%
- Utilities1.2%
- Basic Materials1.0%
- Real Estate0.7%
- AddedNVDANVIDIA CORPORATION+3.9%$71.3B
- AddedMSFTMICROSOFT CORP+2.2%$47.6B
- AddedAMZNAMAZON COM INC+3.1%$42.8B
- AddedAVGOBROADCOM INC+4.1%$29.9B
- AddedGOOGALPHABET INC+1.1%$25.6B
- AddedMETAMETA PLATFORMS INC+3.6%$22.2B
- AddedMUMICRON TECHNOLOGY INC+9.7%$21.3B
- AddedLLYELI LILLY & CO+5.1%$19.5B
- AddedIVVISHARES TR+5.5%$18.5B
- AddedVOOVANGUARD INDEX FDS+2.1%$17.1B
- ReducedAAPLAPPLE INC−0.8%$70.2B
- ReducedGOOGLALPHABET INC−0.4%$43.1B
- ReducedSPYSTATE STR SPDR S&P 500 ETF T−20.3%$24.1B
- ReducedJPMJPMORGAN CHASE & CO−2.1%$22.0B
- ReducedTSLATESLA INC−0.8%$16.3B
- ReducedVVISA INC−0.0%$15.8B
- ReducedQQQINVESCO QQQ TR−1.8%$15.6B
- ReducedBRK/BBERKSHIRE HATHAWAY INC DEL−0.7%$13.3B
- ReducedPANWPALO ALTO NETWORKS INC−8.9%$10.0B
- ReducedIWDISHARES TR−3.7%$9.9B
Companies where this manager has disclosed a stake of more than 5% of a class of shares, as reported to the SEC on Schedule 13D (activist) or 13G (passive). Figures are as disclosed in each filing — tap a date to open the source document.
| # | Stock | Type | % of class | Shares | Filed |
|---|---|---|---|---|---|
| 1 |  NSIT INSIGHT ENTERPRISES INC | 13G | 8.1% · 2 classes | 2.5M | Filed 11 FEB 2026 |
| 2 |  NNBR NN INC | 13G | 6.7% | 5.5M | Filed 12 AUG 2026 |
| 3 |  HIO WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC. | 13G | 6.2% · 2 classes | 5.9M | Filed 11 MAY 2026 |
| 4 |  ATR APTARGROUP, INC. | 13G | 6.1% · 2 classes | 4.0M | Filed 11 FEB 2026 |
| 5 |  RMT ROYCE MICRO-CAP TRUST, INC. | 13G | 6.0% | 3.1M | Filed 07 MAY 2025 |
| 6 |  VCV Invesco California Value Municipal Income Trust | 13G | 5.5% | 2.6M | Filed 11 FEB 2026 |
Showing all 6 disclosed stakes. 1 last disclosed over a year ago (the holder may since have dropped below 5%).
Reading Morgan Stanley’s 13F portfolio
Morgan Stanley’s $1.9T 13F book is spread across 8,402 reported positions and is broadly diversified — the ten largest names are just 21% of the portfolio. Spread this wide across 8,402 names, no single position dominates, which is typical of large, index-oriented mandates that track broad market exposure. Its five largest positions are NVDA, AAPL, MSFT, GOOGL and AMZN, led by NVIDIA CORPORATION (NVDA) at 3.8% of the portfolio. The heaviest sector exposure is Technology (23%), then Financial Services (7%).
What Morgan Stanley changed last quarter
Between 2026-03-31 and Q2 2026, Morgan Stanley was a net buyer: it opened 523 new positions and added to 3,824 more, while trimming 3,237 and closing 408 outright. Against a 8,402-name book, that is moderate turnover, pointing to steady rotation within the portfolio. Its largest new or increased position was NVIDIA CORPORATION (NVDA), and its biggest reduction was APPLE INC (AAPL).
What a 13F does and doesn’t reveal
A 13F captures only Morgan Stanley’s long positions in US-listed stocks at a single quarter-end, so it is best read as a lagged snapshot rather than a live portfolio. It won’t show shorts, cash, bonds, or holdings listed outside the US, and it never reveals the price paid or the reasoning behind a trade. The signal is in the pattern over time: which names Morgan Stanley is building up, trimming, or exiting, and how concentrated the book stays from quarter to quarter.
Frequently asked questions
What is an SEC 13F filing?
A Form 13F is a report that every institutional investment manager with at least $100 million in US-listed securities must file with the SEC within 45 days of each quarter's end. It lists the manager's long positions in US-listed stocks and certain options, with the share count and market value of each. Morgan Stanley's profile on this page is built directly from those filings.
How current is the 13F data on Morgan Stanley's page?
It reflects Morgan Stanley's most recently filed 13F, currently the quarter ending Q2 2026. Because managers have up to 45 days after a quarter closes to file, a 13F is always a slightly lagged view rather than a live portfolio. When Morgan Stanley files its next quarterly report, this page refreshes automatically.
Can I see Morgan Stanley's complete list of holdings?
This page highlights Morgan Stanley's largest positions rather than all 8,402 names in the filing. The complete, position-by-position 13F is public and available from the SEC's EDGAR database under Morgan Stanley's filings.
Does a 13F show everything Morgan Stanley owns?
No. A 13F only covers long positions in US-listed stocks and certain options. It leaves out short positions, cash, bonds, commodities, foreign-listed stocks, and private holdings, so it is a partial view of Morgan Stanley's book rather than its full strategy or total assets.
Is 13F data investment advice?
No. Everything here is educational. 13F positions are disclosed with a delay, cover only long US-listed holdings, and never explain why Morgan Stanley made a trade or at what price. Treat it as a research lens, not a recommendation, and speak with a licensed financial advisor before making investment decisions.
Not investment advice. Holdings data comes from public SEC Form 13F filings, which are filed with a delay of up to 45 days and may be amended later. It describes historical, disclosed positions in US-listed securities only, meaning no shorts, cash, or foreign holdings, and it is not a recommendation. Always do your own research and speak with a licensed financial advisor before making investment decisions.