MORGAN STANLEY

SEC CIK
0000895421

Holdings, Q4 2025

Positions as of Dec 31, 2025, filed May 27, 2026.AmendedSEC

Positions
8,196
+39 vs. Q3 2025
Total value
$1.67T
+$23.33B (+1.4%) vs. Q3 2025

Compare with Q3 2025: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q3 2025.

MORGAN STANLEY holdings in Q4 2025
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
AAPLAPPLE INC COMStock230,483,035$62.66B3.74%+1,379,651+0.6%AddedView
NVDANVIDIA CORPORATION COMStock323,733,984$60.38B3.60%+777,641+0.2%AddedView
MSFTMICROSOFT CORP COMStock121,220,561$58.62B3.50%+980,439+0.8%AddedView
GOOGLALPHABET INC CAP STK CL AStock121,794,366$38.12B2.28%−151,282−0.1%ReducedView
AMZNAMAZON COM INC COMStock161,580,340$37.3B2.23%−1,284,468−0.8%ReducedView
AVGOBROADCOM INC COMStock72,964,756$25.25B1.51%−43,822−0.1%ReducedView
METAMETA PLATFORMS INC CL AStock37,553,102$24.79B1.48%+823,883+2.2%AddedView
GOOGALPHABET INC CAP STK CL CStock71,841,419$22.54B1.35%+1,132,013+1.6%AddedView
JPMJPMORGAN CHASE & CO COMStock66,385,268$21.39B1.28%+939,421+1.4%AddedView
SPYSTATE STREET SPDR S&P 500 ETFETF29,324,506$20B1.19%−11,330,026−27.9%ReducedView
LLYELI LILLY & CO COMStock15,593,019$16.76B1.00%+407,166+2.7%AddedView
ISHARES CORE S&P 500 ETF464287200ETF24,028,236$16.46B0.98%−283,412−1.2%Reduced–
VVISA INC COM CL AStock46,863,081$16.44B0.98%−1,209,086−2.5%ReducedView
TSLATESLA INC COMStock35,783,015$16.09B0.96%−363,694−1.0%ReducedView
VANGUARD S&P 500 ETF922908363ETF24,568,372$15.41B0.92%−881,557−3.5%Reduced–
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock26,280,201$13.21B0.79%−292,324−1.1%ReducedView
ISHARES RUSSELL 1000 GROWTH ETF464287614ETF27,636,174$13.08B0.78%+587,889+2.2%Added–
INVESCO QQQ TRUST SERIES I46090E103ETF16,041,841$9.85B0.59%−8,516,396−34.7%Reduced–
JNJJOHNSON & JOHNSON COMStock46,325,589$9.59B0.57%−1,906,078−4.0%ReducedView
WMTWALMART INC COMStock84,273,016$9.39B0.56%−981,093−1.2%ReducedView
ISHARES CORE MSCI EAFE ETF46432F842ETF104,883,248$9.38B0.56%+4,892,313+4.9%Added–
VANGUARD TOTAL BOND MARKET ETF921937835ETF124,929,480$9.25B0.55%+16,287,510+15.0%Added–
MAMASTERCARD INCORPORATED CL AStock16,046,550$9.16B0.55%+123,528+0.8%AddedView
ABBVABBVIE INC COMStock40,041,940$9.15B0.55%−1,612,844−3.9%ReducedView
XOMEXXON MOBIL CORPCOM74,457,855$8.96B0.53%−455,949−0.6%ReducedView
ISHARES RUSSELL 1000 VALUE ETF464287598ETF39,663,587$8.34B0.50%+3,280,476+9.0%Added–
COSTCOSTCO WHOLESALE CORPORATION COMStock9,523,423$8.21B0.49%+107,775+1.1%AddedView
NFLXNETFLIX INC. COMStock85,349,973$8B0.48%+76,840,318+903.0%AddedView
HDHOME DEPOT INC COMStock22,113,754$7.61B0.45%−376,164−1.7%ReducedView
VANGUARD MORNINGSTAR GROWTH ETF922908736ETF14,385,761$7.02B0.42%−387,829−2.6%Reduced–
PGPROCTER & GAMBLE CO COMStock48,823,274$7B0.42%−2,509,444−4.9%ReducedView
ISHARES CORE MSCI EMERGING MARKETS ETF46434G103ETF102,793,787$6.91B0.41%+3,977,053+4.0%Added–
TMOTHERMO FISHER SCIENTIFIC INC COMStock11,894,277$6.89B0.41%−827,635−6.5%ReducedView
GSGOLDMAN SACHS GROUP INC COMStock7,462,643$6.56B0.39%−228,913−3.0%ReducedView
UBERUBER TECHNOLOGIES INC COMStock80,196,924$6.55B0.39%+1,810,662+2.3%AddedView
KOCOCA COLA CO COMStock93,199,753$6.52B0.39%−2,255,144−2.4%ReducedView
VANGUARD MORNINGSTAR VALUE ETF922908744ETF33,171,922$6.34B0.38%−41,121−0.1%Reduced–
BACBANK OF AMER CORP COMStock112,791,313$6.2B0.37%+10,194,214+9.9%AddedView
INVESCO EXCHANGE TRADED FD T46137V357S&P500 EQL WGT31,346,217$6B0.36%+2,285,526+7.9%Added–
CSCOCISCO SYS INC COMStock75,326,258$5.8B0.35%+206,352+0.3%AddedView
VANGUARD FTSE DEVELOPED MARKETS ETF921943858ETF90,491,038$5.65B0.34%+27,650,637+44.0%Added–
PANWPALO ALTO NETWORKS INC COMStock30,462,984$5.61B0.34%−296,391−1.0%ReducedView
CVXCHEVRON CORPORATION COMStock36,305,638$5.53B0.33%−301,469−0.8%ReducedView
GLDSPDR GOLD SHARESETF13,893,741$5.51B0.33%+2,539,266+22.4%AddedView
RTXRTX CORPORATION COMStock29,783,584$5.46B0.33%+105,069+0.4%AddedView
AMDADVANCED MICRO DEVICES INC COMStock25,041,819$5.36B0.32%−5,019,930−16.7%ReducedView
ORCLORACLE CORP COMStock27,125,099$5.29B0.32%+495,146+1.9%AddedView
NEENEXTERA ENERGY INC COMStock65,670,440$5.27B0.31%−409,937−0.6%ReducedView
UNHUNITEDHEALTH GROUP INC COMStock15,790,095$5.21B0.31%+553,413+3.6%AddedView
PLTRPALANTIR TECHNOLOGIES INC CL AStock29,206,906$5.19B0.31%−1,033,621−3.4%ReducedView
AMGNAMGEN INC COMStock15,744,528$5.15B0.31%−165,997−1.0%ReducedView
BXBLACKSTONE INCCOM32,862,165$5.07B0.30%+636,613+2.0%AddedView
CRMSALESFORCE INC COMStock19,009,146$5.04B0.30%−180,763−0.9%ReducedView
WFCWELLS FARGO & CO COMStock53,574,153$4.99B0.30%−1,600,611−2.9%ReducedView
AXPAMERICAN EXPRESS CO COMStock13,199,234$4.88B0.29%−33,177−0.3%ReducedView
MRKMERCK & CO INC COMStock44,946,021$4.73B0.28%+359,486+0.8%AddedView
MUMICRON TECHNOLOGY INC COMStock16,396,655$4.68B0.28%+794,289+5.1%AddedView
MCDMCDONALDS CORP COMStock15,270,740$4.67B0.28%−302,220−1.9%ReducedView
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF13,792,394$4.62B0.28%−13,206−0.1%Reduced–
ABTABBOTT LABORATORIES COMStock36,727,533$4.6B0.27%−1,907,263−4.9%ReducedView
IBMINTERNATIONAL BUSINESS MACHS COMStock14,859,806$4.4B0.26%−1,164,295−7.3%ReducedView
SPGIS&P GLOBAL INC COMStock8,333,099$4.35B0.26%+263,051+3.3%AddedView
GEGE AEROSPACE COM NEWStock13,924,762$4.29B0.26%+332,380+2.4%AddedView
SHOPSHOPIFY INC CL A SUB VTG SHSStock26,453,143$4.26B0.25%−2,831,419−9.7%ReducedView
ISHARES RUSSELL 2000 ETF464287655ETF17,121,140$4.21B0.25%−1,030,829−5.7%Reduced–
ISHARES S&P 500 GROWTH ETF464287309ETF33,646,152$4.15B0.25%+186,391+0.6%Added–
ETNEATON CORP PLC SHSStock12,978,790$4.13B0.25%+201,361+1.6%AddedView
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR13,513,371$4.11B0.25%−1,578,161−10.5%ReducedView
TJXTJX COS INC NEW COMStock26,541,902$4.08B0.24%−566,586−2.1%ReducedView
CATCATERPILLAR INC COMStock7,075,119$4.05B0.24%−162,174−2.2%ReducedView
DISDISNEY WALT CO COMStock35,447,892$4.03B0.24%−1,020,135−2.8%ReducedView
DASHDOORDASH INC CL AStock17,536,824$3.97B0.24%+391,596+2.3%AddedView
GEVGE VERNOVA INC COMStock6,054,474$3.96B0.24%+685,466+12.8%AddedView
SPOTSPOTIFY TECHNOLOGY S A SHSStock6,600,718$3.83B0.23%−168,740−2.5%ReducedView
HONHoneywell TechnologiesCOM19,425,421$3.79B0.23%+879,309+4.7%AddedView
PMPHILIP MORRIS INTL INC COMStock23,419,685$3.76B0.22%−1,033,224−4.2%ReducedView
BLKBLACKROCK INC COMStock3,508,220$3.75B0.22%+1,795+0.1%AddedView
APPAPPLOVIN CORPCOM CL A5,561,646$3.75B0.22%+538,806+10.7%AddedView
PEPPEPSICO INC COMStock24,956,082$3.58B0.21%+22,201+0.1%AddedView
NETCLOUDFLARE INCCL A COM18,009,245$3.55B0.21%−1,001,947−5.3%ReducedView
MELIMERCADOLIBRE INCCOM1,729,499$3.48B0.21%−257,614−13.0%ReducedView
NOWSERVICENOW INC COMStock22,733,483$3.48B0.21%+17,514,679+335.6%AddedView
LRCXLAM RESEARCH CORP COM NEWStock19,886,007$3.4B0.20%+24,492+0.1%AddedView
INTUINTUIT COMStock5,100,857$3.38B0.20%+60,910+1.2%AddedView
ISRGINTUITIVE SURGICAL INCCOM NEW5,741,035$3.25B0.19%−561,334−8.9%ReducedView
ISHARES CORE U.S. AGGREGATE BOND ETF464287226ETF32,483,415$3.24B0.19%+1,245,217+4.0%Added–
ISHARES S&P 500 VALUE ETF464287408ETF15,278,856$3.24B0.19%+1,068,945+7.5%Added–
QCOMQUALCOMM INC COMStock18,615,425$3.18B0.19%−107,410−0.6%ReducedView
BKNGBOOKING HOLDINGS INC COMStock594,231$3.18B0.19%−92,525−13.5%ReducedView
CCITIGROUP INC COM NEWStock26,961,521$3.15B0.19%−395,732−1.4%ReducedView
JPMORGAN ULTRA-SHORT INCOME ETF46641Q837ETF61,468,768$3.11B0.19%+1,449,509+2.4%Added–
ISHARES MSCI EAFE ETF464287465ETF31,617,599$3.04B0.18%+4,244,605+15.5%Added–
LINLINDE PLC SHSStock7,086,440$3.02B0.18%−436,297−5.8%ReducedView
AMATAPPLIED MATLS INC COMStock11,470,835$2.95B0.18%+373,012+3.4%AddedView
UNPUNION PAC CORP COMStock12,636,050$2.92B0.17%+602,647+5.0%AddedView
CRWDCROWDSTRIKE HLDGS INC CL AStock6,216,679$2.91B0.17%−247,199−3.8%ReducedView
VANGUARD FTSE EMERGING MARKETS ETF922042858ETF53,912,443$2.9B0.17%+2,927,985+5.7%Added–
GILDGILEAD SCIENCES INC COMStock23,512,734$2.89B0.17%−222,042−0.9%ReducedView
CEGCONSTELLATION ENERGY CORP COMStock8,054,637$2.85B0.17%+35,745+0.4%AddedView
ADIANALOG DEVICES INC COMStock10,450,624$2.83B0.17%+194,535+1.9%AddedView

Sold out since Q3 2025 (476)

Positions held at the end of Q3 2025 that are no longer in this filing.

Showing the largest 100 of 476 by value.

MORGAN STANLEY positions sold out since Q3 2025
SecurityClassShares, Q3 2025Value, Q3 2025% of portfolio, Q3 2025
ULUNILEVER PLCSPON ADR NEW9,642,607$571.61M0.03%
TTETOTAL SESPONSORED ADS7,392,325$441.25M0.03%
MR COOPER GROUP INC62482R107COM1,480,850$312.15M0.02%
KELLANOVA COM487836108Stock3,328,086$272.97M0.02%
LLYVKLIBERTY MEDIA CORP DELCOM LBTY LIV S C2,041,644$197.98M0.01%
VERONA PHARMA PLC925050106SPONSORED ADS1,575,904$168.16M0.01%
INTERPUBLIC GROUP COS INC460690100COM5,706,326$159.26M0.01%
LLYVALIBERTY MEDIA CORP DELCOM LBTY LIV S A1,153,034$108.73M0.01%
SPIRIT AEROSYSTEMS HLDGS INC848574109COM CL A2,631,343$101.57M0.01%
ISHARES TR46436E866IBONDS 25 TRM TS3,637,216$84.98M0.01%
EXCHANGE TRADED CONCEPTS TRU301505624BITWISE CRYPTO3,318,015$83.18M0.01%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF46434VBD1ETF3,212,382$80.92M0.00%
INVESCO EXCH TRD SLF IDX FD46138J825BULSHS 2025 CB3,677,391$76.09M0.00%
INFORMATICA INC45674M101COM CL A2,967,701$73.72M0.00%
WNS HLDGS LTDG98196101COM SHS894,932$68.26M0.00%
ARIS WATER SOLUTIONS INC04041L106CLASS A COM2,032,046$50.11M0.00%
PREMIER INC74051N102CL A1,704,666$47.39M0.00%
CWKCUSHMAN WAKEFIELD PLCSHS2,390,881$38.06M0.00%
TIDAL TR II88636R123DEFIANCE DT 2X L975,000$37.89M0.00%
ALLETE INC018522300COM NEW421,392$27.98M0.00%
LXPLEXINGTON REALTY TRUSTCOM2,895,207$25.94M0.00%
VERINT SYS INC92343X100COM1,259,933$25.51M0.00%
INVESCO EXCH TRD SLF IDX FD46138J817BULSHS 2025 HY966,503$22.29M0.00%
ZEEKR INTELLIGENT TECHNOLOGY98923K103SPON ADS699,802$21.33M0.00%
VERITEX HLDGS INC923451108COM618,826$20.75M0.00%
HANESBRANDS INC410345102COM3,104,104$20.46M0.00%
SAPIENS INTL CORP N VG7T16G103SHS453,280$19.49M0.00%
METALS ACQUISITION LIMITEDG60409110ORD SHS1,540,424$18.81M0.00%
LNWOSCIENTIFIC GAMES CORPCOM221,943$18.63M0.00%
ISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF46435U168ETF793,424$18.42M0.00%
THE ODP CORP88337F105COM603,221$16.8M0.00%
JPMORGAN BETABUILDERS EM EQT46654Q807BETABUILDERS EME260,672$16.5M0.00%
PGIM ETF TR69344A750PGIM CORP BD 0 5325,000$16.42M0.00%
AKERO THERAPEUTICS INC00973Y108COM339,922$16.14M0.00%
ZIMVIE INC COM98888T107Stock826,452$15.65M0.00%
STEELCASE INC858155203CL A774,769$13.33M0.00%
UBER TECHNOLOGIES INC90353TAJ9NOTE 12/1–$13.12M0.00%
TOURMALINE BIO INC89157D105COM252,093$12.06M0.00%
VIMEO INC92719V100COMMON STOCK1,539,529$11.93M0.00%
LAREDO PETROLEUM INC516806205COM673,074$11.37M0.00%
COPEL-ADR20441B605ADR1,102,280$10.8M0.00%
HEIDRICK & STRUGGLES INTL IN422819102COM213,848$10.64M0.00%
SPIRIT AEROSYSTEMS INC85205TAQ3NOTE 3.250%11/0–$10.31M0.00%
CANTOR EQUITY PARTNERS INCG4491L104SHS CL A447,071$10.01M0.00%
SURMODICS INC868873100COM320,037$9.57M0.00%
SCPHARMACEUTICALS INC810648105COM1,672,825$9.48M0.00%
PINDUODUO INC722304AC6NOTE 12/0–$9.47M0.00%
PROS HOLDINGS INC74346Y103COM377,087$8.64M0.00%
MERUS N VN5749R100COM88,195$8.3M0.00%
SANDSTORM GOLD LTD COM NEW80013R206Stock656,201$8.22M0.00%
MRC GLOBAL INC55345K103COM560,217$8.08M0.00%
SOUTHERN CO842587DP9NOTE 3.875%12/1–$7.88M0.00%
UVXYPROSHARES TR IIULTRA VIX SHORT705,856$7.37M0.00%
AVIDXCHANGE HOLDINGS INC05368X102COM728,603$7.25M0.00%
ISHARES TR46435U432IBONDS DEC 25266,500$7.14M0.00%
HPPHUDSON PAC PPTYS INCCOM2,444,660$6.75M0.00%
89BIO INC282559103COM444,767$6.54M0.00%
ALLIANT ENERGY CORP018802AC2NOTE 3.875% 3/1–$6.25M0.00%
TORTOISE ESSENT ASSTS INC27901F109Closed-End Fund489,722$5.76M0.00%
POTBELLY CORP73754Y100COM333,313$5.68M0.00%
PARAMOUNT GROUP INC69924R108COM833,189$5.45M0.00%
BERRY CORP08579X101COM1,435,697$5.43M0.00%
DECDIVERSIFIED ENERGY COMPANY PSHS NEW371,669$5.21M0.00%
INTEGRAL AD SCIENCE HLDNG CO45828L108COM491,740$5M0.00%
INVESCO EXCH TRD SLF IDX FD46138J528BULSHS 2025 MUNI198,764$4.87M0.00%
METSERA INC59267L107COM92,938$4.86M0.00%
TLRYTILRAY INCCOM CL 22,526,657$4.37M0.00%
EMX RTY CORP26873J107COM835,752$4.3M0.00%
BILL COM HLDGS INC090043AB6NOTE 12/0–$4.24M0.00%
BEBLOOM ENERGY CORPNOTE 3.000% 6/0–$4.06M0.00%
SHOPIFY INC82509LAA5NOTE 0.125%11/0–$3.63M0.00%
EATON VANCE CALIF MUN BD FD27828A100COM354,954$3.37M0.00%
CENTRAIS ELETRICAS BRASILEIR15234Q108SPON ADR PFD B317,882$3.29M0.00%
SEAGATE HDD CAYMAN81180WBL4NOTE 3.500% 6/0–$2.79M0.00%
FIRSTENERGY CORP337932AR8NOTE 4.000% 5/0–$2.6M0.00%
CHINA FD INC169373107COM138,169$2.55M0.00%
HARBORONE BANCORP INC NEW41165Y100COM NEW174,079$2.37M0.00%
JRVRJAMES RIV GROUP LTDCOM419,414$2.33M0.00%
NORTHERN FDS665162194TAX-EXEMPT BD40,000$2.05M0.00%
NORTHERN FDS665162210INTERMEDIATE TAX40,000$2.03M0.00%
NORTHERN FDS665162228SHORT-TERM TAX40,000$2.01M0.00%
MERIDIANLINK INC58985J105COMMON STOCK91,791$1.83M0.00%
HCM II ACQUISITION CORPG43658122*W EXP 99/99/999283,078$1.7M0.00%
INTELLIGENT SYS CORP NEW45816D100COM57,170$1.54M0.00%
SEMTECH CORP816850AH4NOTE 4.000%11/0–$1.42M0.00%
PHDPIONEER FLOATING RATE TRCOM137,192$1.37M0.00%
YIELDMAX MSTR OPTION INCOME STRATEGY ETF88634T493ETF96,577$1.35M0.00%
INNOVATOR ETFS TRUST45782C748US EQTY PWR BUF31,900$1.31M0.00%
PERFORMANT FINL CORP71377E105COM162,164$1.25M0.00%
LAZARD ACTIVE ETF TR52110K707US SYSTEMATIC SM50,000$1.25M0.00%
HCM II ACQUISITION CORPG43658106SHS CL A71,420$1.17M0.00%
PROSHARES TR74347G192ULTRAPRO SHT QQQ66,547$1.01M0.00%
NORTHERN FDS6651621862030 TAX-EXEMPT10,000$1M0.00%
DEXCOM INC252131AK3NOTE 0.250%11/1–$962.24K0.00%
PROVIDENT BANCORP INC74383L105COM NEW70,353$881.53K0.00%
Q2 HLDGS INC74736LAF6NOTE 0.125%11/1–$862.2K0.00%
IAFABERDEEN AUSTRALIA EQUITY FDCOM179,775$825.17K0.00%
EVOKE PHARMA INC30049G302COM159,358$792.01K0.00%
NTNXNUTANIX INCNOTE 0.250%10/0–$789.82K0.00%
NOGNORTHERN OIL & GAS INCNOTE 3.625% 4/1–$774.16K0.00%

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