Morgan Stanley Top Holdings and 13F Report (2026)

About Morgan Stanley

Morgan Stanley NYSE: MS has filed 13-F forms with the SEC as an investor. Morgan Stanley is itself a publicly traded company. Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. For more information on Morgan Stanley stock, visit the Morgan Stanley stock profile here.

Investment Activity

Morgan Stanley has $1.66 trillion in total holdings as of December 31, 2025.
Morgan Stanley owns shares of 8,287 different stocks, but just 463 companies or ETFs make up 80% of its holdings.
Approximately 6.32% of the portfolio was purchased this quarter.
About 3.84% of the portfolio was sold this quarter.
This quarter, Morgan Stanley has purchased 8,196 new stocks and bought additional shares in 3,463 stocks.
Morgan Stanley sold shares of 3,481 stocks and completely divested from 436 stocks this quarter.

Largest Holdings

Apple: $62,045,240,497
NVIDIA: $59,811,238,475
Microsoft: $46,227,307,160
Amazon.com: $36,223,539,022
Alphabet: $34,781,992,722

Largest New Holdings this Quarter

G0593M107 - AstraZeneca: $1,374,488,942 Holding
G0250X149 - AMCOR PLC: $209,132,584 Holding
866966104 - SUNBELT RENTALS HOLDINGS INC: $183,068,213 Holding
N72482156 - QIAGEN NV: $167,804,228 Holding
09290C855 - BLACKROCK ETF TRUST: $153,295,787 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust: 11,178,224 shares (about $7.27B)
Apple: 13,991,687 shares (about $3.55B)
NVIDIA: 19,220,362 shares (about $3.35B)
Invesco QQQ: 5,493,584 shares (about $3.17B)
iShares Russell 2000 ETF: 12,640,789 shares (about $3.13B)

Largest Sales this Quarter

SPDR Gold Shares: 2,981,363 shares (about $1.28B)
SPDR Portfolio S&P 500 ETF: 13,605,842 shares (about $1.04B)
Dell Technologies: 5,235,786 shares (about $859.35M)
Arthur J. Gallagher & Co.: 3,717,633 shares (about $805.17M)
Automatic Data Processing: 3,954,127 shares (about $803.40M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$62,045,240,497	$3,550,950,290 â–²	6.1%	244,474,722	3.7%	Computer and Technology
NVDA NVIDIA	$59,811,238,475	$3,352,031,163 â–²	5.9%	342,954,346	3.6%	Computer and Technology
MSFT Microsoft	$46,227,307,160	$1,355,091,336 â–²	3.0%	124,881,288	2.8%	Computer and Technology
AMZN Amazon.com	$36,223,539,022	$2,571,200,688 â–²	7.6%	173,925,856	2.2%	Retail/Wholesale
GOOGL Alphabet	$34,781,992,722	$241,196,133 â–¼	-0.7%	120,955,598	2.1%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$26,340,547,800	$7,269,646,851 â–²	38.1%	40,502,730	1.6%	Finance
AVGO Broadcom	$23,502,689,812	$919,367,302 â–²	4.1%	75,935,152	1.4%	Computer and Technology
META Meta Platforms	$21,786,119,180	$300,860,318 â–²	1.4%	38,078,962	1.3%	Computer and Technology
GOOG Alphabet	$20,558,558,401	$49,871,760 â–¼	-0.2%	71,667,565	1.2%	Computer and Technology
JPM JPMorgan Chase & Co.	$20,163,033,832	$635,142,648 â–²	3.3%	68,544,442	1.2%	Finance
IVV iShares Core S&P 500 ETF	$15,273,270,143	$422,215,388 â–¼	-2.7%	23,381,866	0.9%	ETF
TSLA Tesla	$14,564,199,417	$1,261,862,708 â–²	9.5%	39,177,400	0.9%	Auto/Tires/Trucks
VOO Vanguard S&P 500 ETF	$14,559,741,819	$121,090,533 â–¼	-0.8%	24,365,727	0.9%	ETF
LLY Eli Lilly and Company	$14,198,914,633	$143,080,380 â–¼	-1.0%	15,437,458	0.9%	Medical
V Visa	$13,896,981,623	$266,917,543 â–¼	-1.9%	45,979,950	0.8%	Business Services
BRK.B Berkshire Hathaway	$12,868,648,994	$275,175,827 â–²	2.2%	26,854,441	0.8%	Finance
IWF iShares Russell 1000 Growth ETF	$12,691,628,892	$907,563,073 â–²	7.7%	29,764,605	0.8%	ETF
QQQ Invesco QQQ	$12,429,817,407	$3,170,787,019 â–²	34.2%	21,535,425	0.7%	Finance
XOM ExxonMobil	$12,167,845,678	$464,674,497 â–¼	-3.7%	71,718,998	0.7%	Energy
JNJ Johnson & Johnson	$10,931,642,638	$392,184,934 â–¼	-3.5%	44,721,167	0.7%	Medical
WALMART INC	$10,676,456,642	$203,005,796 â–²	1.9%	85,906,471	0.6%	COM
COST Costco Wholesale	$9,863,376,524	$373,948,371 â–²	3.9%	9,898,711	0.6%	Retail/Wholesale
NFLX Netflix	$9,520,592,879	$1,314,192,754 â–²	16.0%	99,018,124	0.6%	Consumer Discretionary
IEFA iShares Core MSCI EAFE ETF	$9,519,912,551	$24,831,746 â–²	0.3%	105,157,541	0.6%	ETF
BND Vanguard Total Bond Market ETF	$9,206,370,144	$6,563,091 â–²	0.1%	125,018,604	0.6%	ETF
IWD iShares Russell 1000 Value ETF	$9,022,698,906	$547,779,424 â–²	6.5%	42,227,257	0.5%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$8,806,579,461	$1,636,712,719 â–²	22.8%	126,259,202	0.5%	ETF
ABBV AbbVie	$8,268,268,958	$440,453,395 â–¼	-5.1%	38,016,774	0.5%	Medical
CVX Chevron	$7,623,649,273	$112,012,152 â–²	1.5%	36,847,021	0.5%	Energy
MA Mastercard	$7,576,134,727	$441,686,037 â–¼	-5.5%	15,162,577	0.5%	Business Services
IWM iShares Russell 2000 ETF	$7,380,959,212	$3,134,916,020 â–²	73.8%	29,761,929	0.4%	Finance
HD Home Depot	$7,357,050,968	$84,057,714 â–²	1.2%	22,369,334	0.4%	Retail/Wholesale
PG Procter & Gamble	$7,108,797,103	$56,762,902 â–²	0.8%	49,216,260	0.4%	Consumer Staples
KO CocaCola	$6,988,544,203	$99,297,195 â–¼	-1.4%	91,894,070	0.4%	Consumer Staples
VTV Vanguard Value ETF	$6,601,259,734	$92,928,175 â–²	1.4%	33,645,562	0.4%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$6,554,935,704	$538,969,530 â–²	9.0%	34,154,520	0.4%	ETF
VUG Vanguard Growth ETF	$6,492,347,648	$208,789,601 â–²	3.3%	14,863,770	0.4%	ETF
CSCO Cisco Systems	$6,031,150,965	$186,586,421 â–²	3.2%	77,731,032	0.4%	Computer and Technology
NEE NextEra Energy	$6,014,155,086	$85,315,671 â–¼	-1.4%	64,751,882	0.4%	Utilities
CRM Salesforce	$5,912,885,243	$2,364,447,701 â–²	66.6%	31,675,603	0.4%	Computer and Technology
RTX RTX	$5,810,869,963	$65,615,908 â–²	1.1%	30,123,739	0.4%	Aerospace
GS The Goldman Sachs Group	$5,766,776,498	$546,546,945 â–¼	-8.7%	6,816,599	0.3%	Finance
MRK Merck & Co., Inc.	$5,729,712,158	$323,155,012 â–²	6.0%	47,632,487	0.3%	Medical
MU Micron Technology	$5,689,904,889	$150,457,424 â–²	2.7%	16,842,006	0.3%	Computer and Technology
AMGN Amgen	$5,571,918,344	$32,204,838 â–²	0.6%	15,836,058	0.3%	Medical
GE VERNOVA INC	$5,560,133,717	$275,180,976 â–²	5.2%	6,369,723	0.3%	COM
UBER Uber Technologies	$5,543,609,350	$224,955,542 â–¼	-3.9%	77,069,501	0.3%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$5,422,367,814	$376,298,017 â–¼	-6.5%	84,618,722	0.3%	ETF
TMO Thermo Fisher Scientific	$5,339,751,925	$506,644,246 â–¼	-8.7%	10,863,528	0.3%	Medical
CAT Caterpillar	$5,313,212,827	$300,771,863 â–²	6.0%	7,499,662	0.3%	Industrials
BAC Bank of America	$5,297,701,790	$200,874,969 â–¼	-3.7%	108,670,801	0.3%	Finance
PANW Palo Alto Networks	$5,181,375,783	$297,549,777 â–²	6.1%	32,318,958	0.3%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$4,990,738,541	$423,893,819 â–²	9.3%	14,767,680	0.3%	Computer and Technology
MCD McDonald's	$4,854,077,383	$108,083,149 â–²	2.3%	15,618,509	0.3%	Retail/Wholesale
AMD Advanced Micro Devices	$4,837,893,359	$256,364,768 â–¼	-5.0%	23,781,608	0.3%	Computer and Technology
IBM International Business Machines	$4,758,346,855	$1,156,477,993 â–²	32.1%	19,630,951	0.3%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$4,710,609,785	$438,223,178 â–²	10.3%	32,202,689	0.3%	CL A
GLD SPDR Gold Shares	$4,695,487,174	$1,282,850,697 â–¼	-21.5%	10,912,378	0.3%	Finance
ETN Eaton	$4,689,635,307	$47,510,390 â–²	1.0%	13,111,623	0.3%	Industrials
VTI Vanguard Total Stock Market ETF	$4,600,786,250	$176,047,411 â–²	4.0%	14,341,153	0.3%	ETF
ORCL Oracle	$4,285,707,985	$295,334,106 â–²	7.4%	29,132,672	0.3%	Computer and Technology
TJX TJX Companies	$4,267,928,518	$29,186,455 â–²	0.7%	26,724,660	0.3%	Retail/Wholesale
HON Honeywell International	$4,165,463,141	$225,265,371 â–¼	-5.1%	18,428,804	0.3%	Multi-Sector Conglomerates
PEP PepsiCo	$4,127,790,902	$252,360,561 â–²	6.5%	26,581,174	0.2%	Consumer Staples
WFC Wells Fargo & Company	$4,114,834,363	$150,204,258 â–¼	-3.5%	51,687,402	0.2%	Finance
SPOT Spotify Technology	$4,063,676,505	$862,920,986 â–²	27.0%	8,380,266	0.2%	Computer and Technology
LAM RESEARCH CORP	$4,053,370,630	$195,474,363 â–¼	-4.6%	18,971,122	0.2%	COM NEW
UNH UnitedHealth Group	$4,048,992,970	$223,649,716 â–¼	-5.2%	14,963,569	0.2%	Medical
GE GE Aerospace	$4,048,618,000	$97,187,554 â–²	2.5%	14,267,249	0.2%	Aerospace
AMAT Applied Materials	$4,048,121,343	$127,503,432 â–²	3.3%	11,843,881	0.2%	Computer and Technology
PM Philip Morris International	$4,035,239,401	$163,028,394 â–²	4.2%	24,405,704	0.2%	Consumer Staples
IVW iShares S&P 500 Growth ETF	$3,880,453,508	$74,736,874 â–²	2.0%	34,306,897	0.2%	ETF
AXP American Express	$3,874,392,117	$118,113,020 â–¼	-3.0%	12,808,752	0.2%	Finance
BX Blackstone	$3,736,535,874	$42,284,933 â–¼	-1.1%	32,494,438	0.2%	Finance
VZ Verizon Communications	$3,718,222,266	$455,356,787 â–²	14.0%	74,068,170	0.2%	Computer and Technology
LINDE PLC	$3,647,850,222	$134,674,766 â–²	3.8%	7,358,093	0.2%	SHS
UNP Union Pacific	$3,611,370,788	$545,611,728 â–²	17.8%	14,884,882	0.2%	Transportation
LMT Lockheed Martin	$3,423,783,913	$38,496,028 â–¼	-1.1%	5,664,857	0.2%	Aerospace
SPGI S&P Global	$3,363,667,165	$180,735,149 â–¼	-5.1%	7,908,180	0.2%	Finance
BLACKROCK INC	$3,305,924,153	$67,967,929 â–¼	-2.0%	3,437,546	0.2%	COM
NET Cloudflare	$3,277,365,142	$438,663,250 â–¼	-11.8%	15,883,321	0.2%	Computer and Technology
DIS Walt Disney	$3,257,528,316	$158,939,890 â–¼	-4.7%	33,798,796	0.2%	Consumer Discretionary
GILD Gilead Sciences	$3,247,223,306	$29,746,999 â–¼	-0.9%	23,299,295	0.2%	Medical
AGG iShares Core U.S. Aggregate Bond ETF	$3,228,459,317	$3,830,333 â–²	0.1%	32,522,000	0.2%	Finance
C Citigroup	$3,157,571,206	$99,864,884 â–²	3.3%	27,842,086	0.2%	Financial Services
IVE iShares S&P 500 Value ETF	$3,151,194,090	$74,936,937 â–¼	-2.3%	14,923,957	0.2%	ETF
JPST JPMorgan Ultra-Short Income ETF	$3,094,245,841	$16,688,597 â–¼	-0.5%	61,139,019	0.2%	ETF
ABT Abbott Laboratories	$3,090,531,225	$680,285,032 â–¼	-18.0%	30,101,596	0.2%	Medical
T AT&T	$3,049,603,681	$50,714,470 â–¼	-1.6%	105,195,019	0.2%	Computer and Technology
TMUS T-Mobile US	$3,021,708,941	$378,967,707 â–²	14.3%	14,387,032	0.2%	Computer and Technology
SHOPIFY INC	$2,930,467,833	$207,404,367 â–¼	-6.6%	24,704,666	0.2%	CL A SUB VTG SHS
VWO Vanguard FTSE Emerging Markets ETF	$2,919,632,963	$5,665,251 â–²	0.2%	54,017,258	0.2%	ETF
EFA iShares MSCI EAFE ETF	$2,906,242,553	$164,775,239 â–¼	-5.4%	29,921,159	0.2%	Finance
VIG Vanguard Dividend Appreciation ETF	$2,799,747,773	$52,564,757 â–²	1.9%	13,018,448	0.2%	ETF
ISRG Intuitive Surgical	$2,793,066,100	$146,505,003 â–²	5.5%	6,058,840	0.2%	Medical
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$2,791,242,015	$608,746,316 â–²	27.9%	30,458,772	0.2%	ETF
CME CME Group	$2,778,311,853	$308,254,518 â–²	12.5%	9,406,843	0.2%	Finance
MELI MercadoLibre	$2,740,944,887	$249,399,538 â–¼	-8.3%	1,585,256	0.2%	Retail/Wholesale
JEPI JPMorgan Equity Premium Income ETF	$2,691,639,987	$14,399,271 â–²	0.5%	47,488,354	0.2%	ETF
ADI Analog Devices	$2,627,676,229	$697,086,313 â–¼	-21.0%	8,259,494	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Morgan Stanley Top Holdings and 13F Report (2026)

About Morgan Stanley

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Terms & Info

Morgan Stanley Top Holdings and 13F Report (2026)

About Morgan Stanley

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMorgan Stanley

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools