MORGAN STANLEY

SEC CIK
0000895421

Holdings, Q2 2025

Positions as of Jun 30, 2025, filed Aug 15, 2025.SEC

Positions
8,088
+2 vs. Q1 2025
Total value
$1.54T
+$136.49B (+9.8%) vs. Q1 2025

Compare with Q1 2025: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2025.

MORGAN STANLEY holdings in Q2 2025
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
MSFTMICROSOFT CORP COMStock119,097,822$59.24B3.86%−4,748,733−3.8%ReducedView
NVDANVIDIA CORPORATION COMStock325,710,808$51.46B3.35%−18,473,271−5.4%ReducedView
AAPLAPPLE INC COMStock233,198,646$47.85B3.12%−8,023,154−3.3%ReducedView
AMZNAMAZON COM INC COMStock160,498,619$35.21B2.29%−6,017,987−3.6%ReducedView
METAMETA PLATFORMS INC CL AStock37,219,287$27.47B1.79%−672,216−1.8%ReducedView
GOOGLALPHABET INC CAP STK CL AStock134,489,927$23.7B1.54%+7,202,481+5.7%AddedView
SPYSTATE STREET SPDR S&P 500 ETFETF36,950,731$22.83B1.49%+2,661,049+7.8%AddedView
AVGOBROADCOM INC COMStock73,733,471$20.32B1.32%−2,699,228−3.5%ReducedView
JPMJPMORGAN CHASE & CO COMStock66,985,321$19.42B1.27%−2,369,463−3.4%ReducedView
VVISA INC COM CL AStock50,055,517$17.77B1.16%−458,448−0.9%ReducedView
ISHARES CORE S&P 500 ETF464287200ETF24,758,410$15.37B1.00%−1,618,116−6.1%Reduced–
TSLATESLA INC COMStock43,237,058$13.73B0.89%−2,142,047−4.7%ReducedView
VANGUARD S&P 500 ETF922908363ETF23,319,498$13.25B0.86%−622,698−2.6%Reduced–
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock27,190,809$13.21B0.86%−600,484−2.2%ReducedView
GOOGALPHABET INC CAP STK CL CStock73,581,661$13.05B0.85%−2,150,103−2.8%ReducedView
ISHARES RUSSELL 1000 GROWTH ETF464287614ETF27,366,214$11.62B0.76%+2,475,980+9.9%Added–
LLYELI LILLY & CO COMStock14,868,496$11.59B0.76%−5,8700.0%ReducedView
INVESCO QQQ TRUST SERIES I46090E103ETF20,360,089$11.23B0.73%−1,649,758−7.5%Reduced–
NFLXNETFLIX INC. COMStock8,362,431$11.2B0.73%−205,749−2.4%ReducedView
COSTCOSTCO WHOLESALE CORPORATION COMStock9,572,349$9.48B0.62%+57,475+0.6%AddedView
MAMASTERCARD INCORPORATED CL AStock16,200,349$9.1B0.59%+82,244+0.5%AddedView
WMTWALMART INC COMStock85,527,567$8.36B0.54%+2,304,638+2.8%AddedView
PGPROCTER & GAMBLE CO COMStock52,005,193$8.29B0.54%+782,643+1.5%AddedView
HDHOME DEPOT INC COMStock22,573,947$8.28B0.54%+650,321+3.0%AddedView
ISHARES CORE MSCI EAFE ETF46432F842ETF98,621,249$8.23B0.54%+2,052,665+2.1%Added–
XOMEXXON MOBIL CORPCOM74,142,366$7.99B0.52%−202,422−0.3%ReducedView
VANGUARD TOTAL BOND MARKET ETF921937835ETF106,500,742$7.84B0.51%−20,779,986−16.3%Reduced–
ABBVABBVIE INC COMStock41,700,001$7.74B0.50%+550,267+1.3%AddedView
JNJJOHNSON & JOHNSON COMStock46,984,867$7.18B0.47%+954,178+2.1%AddedView
UBERUBER TECHNOLOGIES INC COMStock74,816,802$6.98B0.45%−7,516,618−9.1%ReducedView
ISHARES RUSSELL 1000 VALUE ETF464287598ETF35,679,281$6.93B0.45%−2,589,088−6.8%Reduced–
ORCLORACLE CORP COMStock30,732,351$6.72B0.44%+1,769,876+6.1%AddedView
KOCOCA COLA CO COMStock90,555,820$6.41B0.42%+4,519,214+5.3%AddedView
VANGUARD MORNINGSTAR GROWTH ETF922908736ETF14,559,215$6.38B0.42%+538,111+3.8%Added–
PANWPALO ALTO NETWORKS INC COMStock30,579,068$6.26B0.41%+1,875,083+6.5%AddedView
INVESCO EXCHANGE TRADED FD T46137V357S&P500 EQL WGT32,653,255$5.93B0.39%+2,913,755+9.8%Added–
GSGOLDMAN SACHS GROUP INC COMStock8,338,309$5.9B0.38%−338,633−3.9%ReducedView
ISHARES CORE MSCI EMERGING MARKETS ETF46434G103ETF96,654,302$5.8B0.38%+3,636,206+3.9%Added–
VANGUARD MORNINGSTAR VALUE ETF922908744ETF32,675,343$5.78B0.38%+559,749+1.7%Added–
CRMSALESFORCE INC COMStock20,456,474$5.58B0.36%+195,944+1.0%AddedView
NOWSERVICENOW INC COMStock5,212,637$5.36B0.35%−60,870−1.2%ReducedView
SPOTSPOTIFY TECHNOLOGY S A SHSStock6,824,447$5.24B0.34%+55,205+0.8%AddedView
TMOTHERMO FISHER SCIENTIFIC INC COMStock12,877,595$5.22B0.34%+1,282,165+11.1%AddedView
MELIMERCADOLIBRE INCCOM1,981,825$5.18B0.34%−77,582−3.8%ReducedView
BACBANK OF AMER CORP COMStock103,655,328$4.9B0.32%−3,571,126−3.3%ReducedView
CSCOCISCO SYS INC COMStock70,334,963$4.88B0.32%−1,830,023−2.5%ReducedView
DISDISNEY WALT CO COMStock39,132,468$4.85B0.32%−2,514,887−6.0%ReducedView
CVXCHEVRON CORPORATION COMStock33,558,599$4.81B0.31%−523,476−1.5%ReducedView
ABTABBOTT LABORATORIES COMStock35,206,652$4.79B0.31%−930,158−2.6%ReducedView
IBMINTERNATIONAL BUSINESS MACHS COMStock16,123,577$4.75B0.31%−373,479−2.3%ReducedView
BXBLACKSTONE INCCOM31,662,380$4.74B0.31%+1,804,343+6.0%AddedView
UNHUNITEDHEALTH GROUP INC COMStock15,102,503$4.71B0.31%−6,262,215−29.3%ReducedView
MCDMCDONALDS CORP COMStock16,080,764$4.7B0.31%−1,484,026−8.4%ReducedView
AMGNAMGEN INC COMStock16,184,781$4.52B0.29%−49,340−0.3%ReducedView
ISHARES RUSSELL 2000 ETF464287655ETF20,861,715$4.5B0.29%−2,374,239−10.2%Reduced–
PLTRPALANTIR TECHNOLOGIES INC CL AStock32,948,594$4.49B0.29%+1,726,248+5.5%AddedView
ETNEATON CORP PLC SHSStock12,537,354$4.48B0.29%+760,126+6.5%AddedView
NEENEXTERA ENERGY INC COMStock63,932,498$4.44B0.29%+3,466,429+5.7%AddedView
BKNGBOOKING HOLDINGS INC COMStock748,254$4.33B0.28%+28,302+3.9%AddedView
AXPAMERICAN EXPRESS CO COMStock13,522,045$4.31B0.28%+237,361+1.8%AddedView
HONHoneywell TechnologiesCOM18,518,985$4.31B0.28%+252,377+1.4%AddedView
DASHDOORDASH INC CL AStock17,421,710$4.29B0.28%−2,060,792−10.6%ReducedView
RTXRTX CORPORATION COMStock28,929,033$4.22B0.28%+181,091+0.6%AddedView
SPGIS&P GLOBAL INC COMStock7,995,078$4.22B0.27%+132,970+1.7%AddedView
AMDADVANCED MICRO DEVICES INC COMStock29,616,717$4.2B0.27%−17,324−0.1%ReducedView
ACNACCENTURE PLC IRELAND SHS CLASS AStock13,973,527$4.18B0.27%+247,517+1.8%AddedView
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF13,620,314$4.14B0.27%+231,129+1.7%Added–
CRWDCROWDSTRIKE HLDGS INC CL AStock8,080,936$4.12B0.27%−556,673−6.4%ReducedView
WFCWELLS FARGO & CO COMStock51,114,896$4.1B0.27%+2,320,264+4.8%AddedView
PMPHILIP MORRIS INTL INC COMStock21,734,004$3.96B0.26%+388,542+1.8%AddedView
NETCLOUDFLARE INCCL A COM20,033,471$3.92B0.26%−1,519,188−7.0%ReducedView
BLKBLACKROCK INC COMStock3,640,623$3.82B0.25%−359,302−9.0%ReducedView
VANGUARD FTSE DEVELOPED MARKETS ETF921943858ETF65,818,077$3.75B0.24%+6,556,445+11.1%Added–
ISHARES S&P 500 GROWTH ETF464287309ETF33,994,243$3.74B0.24%+1,053,988+3.2%Added–
MSTRSTRATEGY INC CL A NEWStock9,195,257$3.72B0.24%+1,511,317+19.7%AddedView
INTUINTUIT COMStock4,493,498$3.54B0.23%+119,953+2.7%AddedView
GLDSPDR GOLD SHARESETF11,534,925$3.52B0.23%−849,247−6.9%ReducedView
MRKMERCK & CO INC COMStock44,200,694$3.5B0.23%+1,086,242+2.5%AddedView
LINLINDE PLC SHSStock7,277,037$3.41B0.22%+77,811+1.1%AddedView
SHOPSHOPIFY INC CL A SUB VTG SHSStock29,332,704$3.38B0.22%−707,991−2.4%ReducedView
AONAON PLCCL A9,467,412$3.38B0.22%+741,108+8.5%AddedView
GEGE AEROSPACE COM NEWStock12,995,841$3.35B0.22%+914,809+7.6%AddedView
ISRGINTUITIVE SURGICAL INCCOM NEW6,104,299$3.32B0.22%+174,081+2.9%AddedView
TJXTJX COS INC NEW COMStock26,773,324$3.31B0.22%+1,091,431+4.2%AddedView
ADPAUTOMATIC DATA PROCESSING INC COMStock10,638,058$3.28B0.21%−502,775−4.5%ReducedView
PEPPEPSICO INC COMStock24,656,621$3.26B0.21%−1,462,281−5.6%ReducedView
TAT&T INC COMStock109,991,107$3.18B0.21%+4,208,594+4.0%AddedView
VZVERIZON COMMUNICATIONS INC COMStock73,450,148$3.18B0.21%+2,488,213+3.5%AddedView
TMUST-MOBILE US INC COMStock13,216,256$3.15B0.21%+247,475+1.9%AddedView
ICEINTERCONTINENTAL EXCHANGE INC COMStock17,048,321$3.13B0.20%−171,103−1.0%ReducedView
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR13,744,097$3.11B0.20%−5,289,655−27.8%ReducedView
QCOMQUALCOMM INC COMStock19,492,991$3.1B0.20%+758,352+4.0%AddedView
JPMORGAN ULTRA-SHORT INCOME ETF46641Q837ETF60,510,473$3.07B0.20%+5,112,080+9.2%Added–
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803ETF11,983,918$3.03B0.20%+2,161,639+22.0%Added–
PGRPROGRESSIVE CORP COMStock11,339,845$3.03B0.20%+292,477+2.6%AddedView
ISHARES CORE U.S. AGGREGATE BOND ETF464287226ETF30,475,241$3.02B0.20%−932,850−3.0%Reduced–
VANGUARD SHORT-TERM BOND ETF921937827ETF37,597,584$2.96B0.19%+22,673,541+151.9%Added–
ADBEADOBE INC COMStock7,403,573$2.86B0.19%−421,396−5.4%ReducedView
CATCATERPILLAR INC COMStock7,288,145$2.83B0.18%+119,372+1.7%AddedView
GEVGE VERNOVA INC COMStock5,228,078$2.77B0.18%+1,056,713+25.3%AddedView

Sold out since Q1 2025 (429)

Positions held at the end of Q1 2025 that are no longer in this filing.

Showing the largest 100 of 429 by value.

MORGAN STANLEY positions sold out since Q1 2025
SecurityClassShares, Q1 2025Value, Q1 2025% of portfolio, Q1 2025
DISCOVER FINL SVCS254709108COM4,602,174$785.59M0.06%
BARRICK GOLD CORP067901108COM12,194,528$237.06M0.02%
UNITED STATES STL CORP NEW912909108COM4,413,189$186.5M0.01%
INTRA CELLULAR THERAPIES INC46116X101COM1,403,399$185.14M0.01%
MANAGED PORTFOLIO SERIES56167N720TORTOISE NRAM PI2,992,290$108.83M0.01%
VEREN INC92340V107COM NEW13,840,312$91.62M0.01%
BEACON ROOFING SUPPLY INC073685109COM686,497$84.92M0.01%
RKLBROCKET LAB USA INCCOM3,716,018$66.44M0.00%
PATTERSON COS INC703395103COM1,756,531$54.87M0.00%
DESPEGAR COM CORPG27358103ORD SHS2,707,596$50.88M0.00%
H & E EQUIPMENT SERVICES INC404030108COM395,949$37.53M0.00%
BERRY GLOBAL GROUP INC08579W103COM487,541$34.04M0.00%
NORDSTROM INC COM655664100Stock907,940$22.2M0.00%
CIBBANCOLOMBIA S ASPON ADR PREF530,858$21.34M0.00%
OROSISKO GOLD ROYALTIES LTDCOM851,247$17.98M0.00%
DEAEASTERLY GOVT PPTYS INCCOM1,674,979$17.75M0.00%
FWRDFORWARD AIR CORPCOM881,081$17.7M0.00%
ZSCALER INC98980GAB8NOTE 0.125% 7/0–$15.28M0.00%
PAYCOR HCM INC70435P102COM655,360$14.71M0.00%
2SEVENTY BIO INC901384107COMMON STOCK2,967,078$14.66M0.00%
SOLARWINDS CORP83417Q204COM603,021$11.11M0.00%
DATADOG INC23804LAB9NOTE 0.125% 6/1–$10.77M0.00%
MORGAN STANLEY ETF TRUST61774R502CALVERT US SEL166,602$10.75M0.00%
SOUTHWEST AIRLS CO844741BG2NOTE 1.250% 5/0–$10.66M0.00%
PALO ALTO NETWORKS INC697435AF2NOTE 0.375% 6/0–$8.91M0.00%
CHIMERIX INC16934W106COM861,372$7.33M0.00%
SANDY SPRING BANCORP INC800363103COM246,824$6.9M0.00%
ZILLOW GROUP INC98954MAH4NOTE 2.750% 5/1–$6.76M0.00%
DIGITALOCEAN HLDGS INC25402DAB8NOTE 12/0–$5.98M0.00%
PLAYA HOTELS & RESORTS NVN70544106SHS442,960$5.9M0.00%
VSHVISHAY INTERTECHNOLOGY INCNOTE 2.250% 9/1–$5.49M0.00%
ALTUS POWER INC02217A102COM CL A1,077,264$5.33M0.00%
TCW ETF TRUST29287L866MULTISECTOR CRDT100,000$5.01M0.00%
DOUBLELINE ETF TRUST25861R709MULTI SECTOR INC92,000$4.58M0.00%
AKAMAI TECHNOLOGIES INC00971TAJ0NOTE 0.125% 5/0–$4.58M0.00%
AIR TRANSPORT SERVICES GRP I00922R105COM199,480$4.48M0.00%
ACCOLADE INC00437E102COM611,186$4.27M0.00%
HUBSPOT INC443573AD2NOTE 0.375% 6/0–$4.24M0.00%
PARAGON 28 INC69913P105COM306,670$4.01M0.00%
LIONS GATE ENTMNT CORP535919401CL A VTG396,870$3.51M0.00%
BURLINGTON STORES INC122017AB2NOTE 2.250% 4/1–$3.49M0.00%
AZUL S A05501U106SPONSR ADR PFD2,073,740$3.4M0.00%
NEVRO CORP64157F103COM579,455$3.38M0.00%
ENFUSION INC292812104CL A282,306$3.15M0.00%
AMER SOFTWARE INC029683109CL A212,379$3.03M0.00%
LIONS GATE ENTMNT CORP535919500CL B NON VTG378,798$3M0.00%
ALPHATEC HLDGS INC02081GAB8NOTE 0.750% 8/0–$2.88M0.00%
FIRST TRUST SPECIALTY FINANC33733G109COM BEN INTR666,795$2.87M0.00%
PACTIV EVERGREEN INC69526K105COM154,118$2.78M0.00%
STERLING BANCORP INC85917W102COM513,862$2.49M0.00%
FIRST LONG IS CORP320734106COM188,150$2.32M0.00%
ETF SER SOLUTIONS26922A511US DIVERSIFIED72,019$2.27M0.00%
DESKTOP METAL INC25058X303COM CL A448,016$2.2M0.00%
EVANS BANCORP INC29911Q208COM NEW53,410$2.08M0.00%
DADA NEXUS LTD23344D108ADS1,072,460$1.98M0.00%
SHIFT4 PMTS INC82452JAB5NOTE 12/1–$1.94M0.00%
RAPID7 INC753422AD6NOTE 2.250% 5/0–$1.9M0.00%
AEROVATE THERAPEUTICS INC008064107COM699,438$1.76M0.00%
VICTORY PORTFOLIOS II92647N774VCSHS US DISCVRY33,088$1.71M0.00%
TANDEM DIABETES CARE INC875372AB0NOTE 1.500% 5/0–$1.59M0.00%
MONEYLION INC60938K304COMM STK17,804$1.54M0.00%
WW INTL INC98262P101COM2,562,401$1.34M0.00%
SUNNOVA ENERGY INTL INC.86745K104COM3,565,428$1.33M0.00%
LANDSEA HOMES CORP51509P103COM202,381$1.3M0.00%
FIRST BANCSHARES INC MS318916103COM37,936$1.28M0.00%
AMRNAMARIN CORP PLCSPONS ADR NEW2,621,963$1.17M0.00%
LIBERTY MEDIA CORP DEL530715AL5DEB 3.750% 2/1–$1.11M0.00%
INSMED INC457669AB5NOTE 0.750% 6/0–$1.03M0.00%
ECXECARX HOLDINGS INCCLASS A ORD809,561$1.02M0.00%
LOGCCONTEXTLOGIC INCCL A NEW144,098$1.01M0.00%
FIVE9 INC338307AD3NOTE 0.500% 6/0–$988.9K0.00%
MICROSECTORS FANG PLUS INDEX 3X063679534ETP2,579$928.57K0.00%
XEROX HOLDINGS CORP98421MAE6NOTE 3.750% 3/1–$847.5K0.00%
ACELYRIN INC00445A100COM275,815$681.26K0.00%
SATLSATELLOGIC INCCLASS A ORD SHS175,815$627.66K0.00%
SABRE GLBL INC78573NAE2NOTE 4.000% 4/1–$596.71K0.00%
CRYOLIFE INC228903AB6NOTE 4.250% 7/0–$510.37K0.00%
LYELLYELL IMMUNOPHARMA INCCOM866,403$466.13K0.00%
RAPT THERAPEUTICS INC75382E109COM372,421$454.36K0.00%
FIRST FINANCIAL NORTHWEST IN32022K102COM19,624$444.7K0.00%
STEEL PARTNERS HLDGS L P85814R107LTD PRTRSHIP U10,100$414.15K0.00%
ALLSPRING EXCHANGE TRADED FU01989A209CORE PLUS ETF16,516$411.08K0.00%
NOGNORTHERN OIL & GAS INCNOTE 3.625% 4/1–$406.77K0.00%
NKTRNEKTAR THERAPEUTICSCOM584,117$397.2K0.00%
UNITED STATES STL CORP NEW912909AT5NOTE 5.000%11/0–$379.44K0.00%
FLRFLUOR CORPNOTE 1.125% 8/1–$377.19K0.00%
PHX MINERALS INC69291A100CL A93,916$370.97K0.00%
WOLFSPEED INC977852AD4NOTE 1.875%12/0–$364.43K0.00%
LIONLIONSGATE STUDIOS CORPCOM41,059$306.71K0.00%
BNY MELLON MUN INCOME INC05589T104COM41,909$300.91K0.00%
PAGERDUTY INC69553PAB6NOTE 1.250% 7/0–$294K0.00%
EQUITY COMWLTH294628102COM SH BEN INT142,703$229.75K0.00%
SEI EXCHANGE TRADED FUNDS81589A304QIM US LARGE VAL7,013$227.64K0.00%
GRANITESHARES ETF TR38747R8431.5X LNG META DL7,400$225.48K0.00%
MARKFORGED HOLDING CORPORATI57064N201COM NEW48,131$225.25K0.00%
AIR TRANS SVCS GROUP INC00922RAD7NOTE 3.875% 8/1–$224.12K0.00%
INVESTMENT MANAGERS SER TR I46144X107AXS CHANGE FINAN6,016$221.55K0.00%
CHECKPOINT THERAPEUTICS INC162828206COM NEW48,931$197.68K0.00%
SOLAREDGE TECHNOLOGIES INC83417MAD6NOTE 9/1–$188.57K0.00%
KULRKULR TECHNOLOGY GROUP INC COMCommon Stock138,992$183.47K0.00%

13F filings by quarter

MORGAN STANLEY 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 13, 20268,402$1.89Tvs. Q1 2026SEC
Q1 2026May 15, 20268,287$1.66Tvs. Q4 2025SEC
Q4 2025May 27, 2026Amended8,196$1.67Tvs. Q3 2025SEC
Q3 2025May 27, 2026Amended8,157$1.65Tvs. Q2 2025SEC
Q2 2025Aug 15, 20258,088$1.54Tvs. Q1 2025SEC
Q1 2025May 15, 20258,086$1.4Tvs. Q4 2024SEC
Q4 2024May 15, 2025Amended7,965$1.43Tvs. Q3 2024SEC
Q3 2024May 14, 2025Amended7,927$1.38Tvs. Q2 2024SEC
Q2 2024May 14, 2025Amended7,845$1.29Tvs. Q1 2024SEC
Q1 2024Oct 17, 2024Amended7,817$3.74Tvs. Q4 2023SECSECSEC
Q4 2023Aug 16, 2024Amended7,830$2.27Tvs. Q3 2023SECSEC
Q3 2023Nov 15, 20237,619$983.41Bvs. Q2 2023SEC
Q2 2023Aug 14, 20237,655$1.01Tvs. Q1 2023SEC
Q1 2023May 15, 20237,708$932.64Bvs. Q4 2022SEC
Q4 2022Feb 14, 20237,888$880.47Bvs. Q3 2022SEC
Q3 2022Nov 14, 20228,003$733.72Bvs. Q2 2022SEC
Q2 2022Oct 27, 2022Amended8,022$770.42Bvs. Q1 2022SEC
Q1 2022Oct 27, 2022Amended8,164$741.46Bvs. Q4 2021SEC
Q4 2021Feb 14, 20228,180$809.87Bvs. Q3 2021SEC
Q3 2021Nov 15, 20218,075$742.48Bvs. Q2 2021SEC
Q2 2021Aug 23, 2021Amended7,816$758.13Bvs. Q1 2021SEC
Q1 2021May 17, 20217,569$680.76B–SEC