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Morgan Stanley

SEC CIK
0000895421
Latest filing
Aug 13, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
8,402
+115 vs. Q1 2026
Portfolio value
$1.89T
+$231.0B (+13.9%) vs. Q1 2026
Filed
Aug 13, 2026
SEC
Holdings of Morgan Stanley in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock356,420,089$71.3B3.8%+13,465,743+3.9%AddedHistory
AAPLApple Inc.Stock242,614,238$70.2B3.7%−1,860,484−0.8%ReducedHistory
MSFTMicrosoft CorpStock127,674,661$47.6B2.5%+2,793,373+2.2%AddedHistory
GOOGLAlphabet Inc.Stock120,511,301$43.1B2.3%−444,297−0.4%ReducedHistory
AMZNAmazon Com IncStock179,376,541$42.8B2.3%+5,450,685+3.1%AddedHistory
AVGOBroadcom Inc.Stock79,037,987$29.9B1.6%+3,102,835+4.1%AddedHistory
GOOGAlphabet Inc.Stock72,425,149$25.6B1.4%+757,584+1.1%AddedHistory
SPYSPDR S&P 500 ETF TrustETF32,285,648$24.1B1.3%−8,217,082−20.3%ReducedHistory
METAMeta Platforms, Inc.Stock39,435,817$22.2B1.2%+1,356,855+3.6%AddedHistory
JPMJPMorgan Chase & CoStock67,092,426$22.0B1.2%−1,452,016−2.1%ReducedHistory
MUMicron Technology IncStock18,470,449$21.3B1.1%+1,628,443+9.7%AddedHistory
LLYEli Lilly & CoStock16,226,398$19.5B1.0%+788,940+5.1%AddedHistory
iShares Core S&P 500 ETF464287200ETF24,670,794$18.5B1.0%+1,288,928+5.5%Added–
Vanguard S&P 500 ETF922908363ETF24,882,329$17.1B0.9%+516,602+2.1%Added–
TSLATesla, Inc.Stock38,872,087$16.3B0.9%−305,313−0.8%ReducedHistory
VVisa Inc.Stock45,960,354$15.8B0.8%−19,5960.0%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF21,150,784$15.6B0.8%−384,641−1.8%Reduced–
iShares Russell 1000 Growth ETF464287614ETF118,891,881$14.8B0.8%00.0%UnchangedConverted for a 4-for-1 split–
AMDAdvanced Micro Devices IncStock24,286,371$14.1B0.7%+504,763+2.1%AddedHistory
BRK.BBerkshire Hathaway IncStock26,667,029$13.3B0.7%−187,412−0.7%ReducedHistory
JNJJohnson & JohnsonStock44,808,254$11.4B0.6%+87,087+0.2%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF128,282,433$10.6B0.6%+2,023,231+1.6%Added–
iShares Core MSCI Eafe ETF46432F842ETF106,642,553$10.3B0.5%+1,485,012+1.4%Added–
PANWPalo Alto Networks IncStock29,450,112$10.0B0.5%−2,868,846−8.9%ReducedHistory
WMTWalmart Inc.Stock88,318,921$10.0B0.5%+2,412,450+2.8%AddedHistory
XOMExxonMobil Holdings CorpCOM73,052,280$9.99B0.5%+1,333,282+1.9%AddedHistory
iShares Russell 1000 Value ETF464287598ETF40,662,951$9.86B0.5%−1,564,306−3.7%Reduced–
ABBVAbbVie Inc.Stock38,901,001$9.79B0.5%+884,227+2.3%AddedHistory
AMATApplied Materials IncStock13,523,832$9.78B0.5%+1,679,951+14.2%AddedHistory
COSTCostco Wholesale CorpStock10,220,437$9.56B0.5%+321,726+3.3%AddedHistory
CSCOCisco Systems, Inc.Stock80,401,715$9.44B0.5%+2,670,683+3.4%AddedHistory
Vanguard Total Bond Market ETF921937835ETF125,882,099$9.24B0.5%+863,495+0.7%Added–
INTCIntel CorpStock61,516,453$8.59B0.5%+7,527,066+13.9%AddedHistory
LRCXLam Research CorpStock19,217,787$8.33B0.4%+246,665+1.3%AddedHistory
CATCaterpillar IncStock7,504,426$7.99B0.4%+4,764+0.1%AddedHistory
HDHome Depot, Inc.Stock22,603,319$7.97B0.4%+233,985+1.0%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF89,529,557$7.71B0.4%00.0%UnchangedConverted for a 6-for-1 split–
Vanguard Morningstar Value ETF922908744ETF35,380,683$7.71B0.4%+1,735,121+5.2%Added–
MAMastercard IncStock15,001,503$7.70B0.4%−161,074−1.1%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR15,847,816$7.57B0.4%+1,080,136+7.3%AddedHistory
KOCoca Cola CoStock89,824,129$7.30B0.4%−2,069,941−2.3%ReducedHistory
NFLXNetflix IncStock99,723,374$7.12B0.4%+705,250+0.7%AddedHistory
GSGoldman Sachs Group IncStock7,030,974$7.11B0.4%+214,375+3.1%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT32,501,467$6.92B0.4%−1,653,053−4.8%Reduced–
PGProcter & Gamble CoStock47,157,141$6.92B0.4%−2,059,119−4.2%ReducedHistory
GEVGE Vernova Inc.Stock5,715,959$6.72B0.4%−653,764−10.3%ReducedHistory
BACBank of America CorpStock114,601,311$6.53B0.3%+5,930,510+5.5%AddedHistory
MRKMerck & Co., Inc.Stock48,641,158$6.25B0.3%+1,008,671+2.1%AddedHistory
UNHUnitedHealth Group IncStock14,795,456$6.15B0.3%−168,113−1.1%ReducedHistory
CVXChevron CorpStock36,051,004$5.98B0.3%−796,017−2.2%ReducedHistory
RTXRTX CorpStock30,933,048$5.87B0.3%+809,309+2.7%AddedHistory
ETNEaton Corp plcStock13,250,139$5.65B0.3%+138,516+1.1%AddedHistory
iShares Russell 2000 ETF464287655ETF18,693,662$5.62B0.3%−11,068,267−37.2%Reduced–
NEENextera Energy IncStock63,514,030$5.57B0.3%−1,237,852−1.9%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF14,876,622$5.50B0.3%+535,469+3.7%Added–
GEGeneral Electric CoStock14,612,934$5.46B0.3%+345,685+2.4%AddedHistory
SNDKSandisk CorpCOM2,400,851$5.46B0.3%−438,641−15.4%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock10,763,066$5.40B0.3%−100,462−0.9%ReducedHistory
UBERUber Technologies, IncStock72,847,766$5.26B0.3%−4,221,735−5.5%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF73,490,701$5.24B0.3%−11,128,021−13.2%Reduced–
WDCWestern Digital CorpCOM8,148,144$5.20B0.3%+209,038+2.6%AddedHistory
KLACKLA CorpCOM NEW17,114,793$5.16B0.3%−616,707−3.5%ReducedConverted for a 10-for-1 splitHistory
CRWDCrowdStrike Holdings, Inc.Stock6,494,547$4.96B0.3%−63,410−1.0%ReducedHistory
AMGNAmgen IncStock13,653,692$4.94B0.3%−2,182,366−13.8%ReducedHistory
IBMInternational Business Machines CorpStock17,459,828$4.91B0.3%−2,171,123−11.1%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF34,601,758$4.76B0.3%+294,861+0.9%Added–
PMPhilip Morris International Inc.Stock25,493,502$4.61B0.2%+1,087,798+4.5%AddedHistory
STXSeagate Technology Holdings plcORD SHS4,720,524$4.56B0.2%−38,788−0.8%ReducedHistory
ORCLOracle CorpStock30,551,196$4.48B0.2%+1,418,524+4.9%AddedHistory
AXPAmerican Express CoStock13,121,109$4.44B0.2%+312,357+2.4%AddedHistory
WFCWells Fargo & CompanyStock53,356,165$4.41B0.2%+1,668,763+3.2%AddedHistory
BXBlackstone Inc.COM34,842,332$4.10B0.2%+2,347,894+7.2%AddedHistory
TJXTJX Companies IncStock27,031,090$4.10B0.2%+306,430+1.1%AddedHistory
MCDMcDonalds CorpStock15,027,364$4.06B0.2%−591,145−3.8%ReducedHistory
MCKMcKesson CorpStock5,306,142$4.01B0.2%+3,006,517+130.7%AddedHistory
PLTRPalantir Technologies Inc.Stock34,021,287$3.97B0.2%+1,818,598+5.6%AddedHistory
UNPUnion Pacific CorpStock14,579,220$3.97B0.2%−305,662−2.1%ReducedHistory
GLDSPDR Gold TrustETF10,752,962$3.96B0.2%−159,416−1.5%ReducedHistory
CCitigroup IncStock28,109,284$3.93B0.2%+267,198+1.0%AddedHistory
TXNTexas Instruments IncStock13,031,975$3.88B0.2%+1,144,665+9.6%AddedHistory
GLWCorning IncCOM15,134,070$3.87B0.2%−532,864−3.4%ReducedHistory
LINLinde PLCStock7,376,780$3.83B0.2%+18,687+0.3%AddedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF19,733,219$3.76B0.2%+114,142+0.6%Added–
NETCloudflare, Inc.CL A COM15,258,327$3.74B0.2%−624,994−3.9%ReducedHistory
CRMSalesforce, Inc.Stock23,311,316$3.65B0.2%−8,364,287−26.4%ReducedHistory
APHAmphenol CorpCL A20,579,230$3.63B0.2%+3,066,780+17.5%AddedHistory
PEPPepsiCo IncStock26,615,206$3.60B0.2%+34,032+0.1%AddedHistory
ASMLASML Holding NVADR1,788,291$3.56B0.2%+2,925+0.2%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF35,692,523$3.53B0.2%+3,170,523+9.7%Added–
SPOTSpotify Technology S.A.Stock7,418,358$3.41B0.2%−961,908−11.5%ReducedHistory
iShares S&P 500 Value ETF464287408ETF14,914,723$3.39B0.2%−9,234−0.1%Reduced–
BLKBlackRock, Inc.Stock3,487,404$3.35B0.2%+49,858+1.5%AddedHistory
ANETArista Networks, Inc.Stock19,696,435$3.35B0.2%+1,191,258+6.4%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF55,839,057$3.33B0.2%+1,821,799+3.4%Added–
DISWalt Disney CoStock34,495,232$3.32B0.2%+696,436+2.1%AddedHistory
ADIAnalog Devices IncStock8,254,604$3.28B0.2%−4,890−0.1%ReducedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF63,410,002$3.21B0.2%+2,270,983+3.7%Added–
iShares Core S&P Mid-Cap ETF464287507ETF41,144,289$3.17B0.2%+4,262,063+11.6%Added–
iShares MSCI Eafe ETF464287465ETF30,454,694$3.16B0.2%+533,535+1.8%Added–
QCOMQualcomm IncStock17,100,302$3.16B0.2%−2,891,011−14.5%ReducedHistory

Sold out since Q1 2026 (369)

Positions held at the end of Q1 2026 that are gone from this filing.

The largest 100 of 369 by value last quarter.

Positions of Morgan Stanley sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
HONHoneywell International IncCOM18,428,804$4.17B0.3%History
APLSApellis Pharmaceuticals, Inc.COM10,042,399$404.0M<0.1%History
TERNTerns Pharmaceuticals, Inc.COM6,449,140$340.0M<0.1%History
CTRACoterra Energy Inc.Stock8,927,080$313.7M<0.1%History
TRIThomson Reuters CorpCOM NO PAR3,262,425$293.6M<0.1%History
HOLXHologic IncCOM3,573,011$270.1M<0.1%History
SEESealed Air CorpCOM4,175,824$175.6M<0.1%History
CNTACentessa Pharmaceuticals plcSPONSORED ADS4,268,353$169.5M<0.1%History
ALSumisho Air Lease CorpCL A2,304,844$149.7M<0.1%History
MASIMasimo CorpCOM752,417$133.8M<0.1%History
ACLXArcellx, Inc.COMMON STOCK925,813$106.3M<0.1%History
FOLDAmicus Therapeutics, Inc.COM6,998,884$101.2M<0.1%History
CWANClearwater Analytics Holdings, Inc.CL A2,546,987$60.2M<0.1%History
MCRMFS Charter Income TrustSH BEN INT7,677,944$46.5M<0.1%History
CSGSCSG Systems International IncCOM561,671$44.9M<0.1%History
TPHTri Pointe Homes, Inc.COM948,783$44.3M<0.1%History
OSOneStream, Inc.CL A1,651,031$39.6M<0.1%History
CTLPCantaloupe, Inc.COM3,589,508$38.8M<0.1%History
PRAProassurance CorpCOM1,438,224$35.6M<0.1%History
NVRIEnviri CorpCOM1,307,663$25.7M<0.1%History
Clearway Energy, Inc.18539C105CL A590,337$23.1M<0.1%–
Bitfarms Ltd Com09173B107Stock10,710,324$20.9M<0.1%–
SEMRSEMrush Holdings, Inc.CL A COM1,724,371$20.6M<0.1%History
VREVeris Residential, Inc.COM826,187$15.6M<0.1%History
KWKennedy-Wilson Holdings, Inc.COM1,431,543$15.5M<0.1%History
DAWNDay One Biopharmaceuticals, Inc.Stock687,107$14.7M<0.1%History
SNCYSun Country Airlines Holdings, LLCCOM643,034$10.6M<0.1%History
DHILDiamond Hill Investment Group IncCOM NEW59,825$10.3M<0.1%History
SPDR Series Trust78468R424STATE STREET SPD400,000$9.86M<0.1%–
NXJNuveen New Jersey Quality Municipal Income FundCOM760,293$9.35M<0.1%History
Li Auto Inc.50202MAB8NOTE 0.250% 5/0–$9.14M<0.1%–
KALVKalVista Pharmaceuticals, Inc.COM439,099$8.84M<0.1%History
ProShares Tr74347R370PSHS SH MSCI EAF698,166$8.78M<0.1%–
THRThermon Group Holdings, Inc.COM165,468$8.34M<0.1%History
SLNOSoleno Therapeutics IncCOM242,262$8.11M<0.1%History
EHABEnhabit, Inc.COM545,630$7.69M<0.1%History
DraftKings Inc.26142RAB0NOTE 3/1–$7.02M<0.1%–
GDENNew Royal Holdco I Inc.COM232,406$6.20M<0.1%History
PKSTPeakstone Realty TrustCommon Stock275,420$5.75M<0.1%History
MCWMister Car Wash, Inc.COM810,785$5.65M<0.1%History
iShares Tr46436E577ISHARES 25+ YR T616,154$5.65M<0.1%–
GLDDGreat Lakes Dredge & Dock CORPCOM329,163$5.60M<0.1%History
HTBKHeritage Commerce CorpCOM435,893$5.44M<0.1%History
ONTFON24 Inc.COM631,581$5.12M<0.1%History
AMWDAmerican Woodmark CorpCOM126,342$5.03M<0.1%History
MRCCMonroe Capital CorpCOM1,022,578$4.70M<0.1%History
Centrais Elet Bras SA15235A102SPON ADS PFD B1360,415$4.52M<0.1%–
STKLSunOpta Inc.COM667,546$4.33M<0.1%History
Jazz Investments I Ltd472145AF8NOTE 2.000% 6/1–$4.26M<0.1%–
Ascendis Pharma A/S04351PAD3NOTE 2.250% 4/0–$4.24M<0.1%–
FFICFlushing Financial CorpCOM242,471$3.72M<0.1%History
CXHMFS Investment Grade Municipal TrustSH BEN INT431,408$3.45M<0.1%History
Huazhu Group Ltd44332NAB2NOTE 3.000% 5/0–$3.34M<0.1%–
MAPSWM Technology, Inc.COM5,041,813$3.32M<0.1%History
Carnival Corp Ltd.14365C103ADR125,708$3.24M<0.1%–
Wayfair Inc.94419LAR2NOTE 3.500%11/1–$3.23M<0.1%–
Fluor Corp343412AJ1NOTE 1.125% 8/1–$2.83M<0.1%–
NQPNuveen Pennsylvania Quality Municipal Income FundCOM236,289$2.82M<0.1%History
CMUMFS High Yield Municipal TrustSH BEN INT710,702$2.54M<0.1%History
GGRGogoro Inc.COM691,340$2.41M<0.1%History
UDMYUdemy, Inc.COM494,906$2.29M<0.1%History
FFWMFirst Foundation Inc.COM385,142$2.27M<0.1%History
BLFYBlue Foundry BancorpCOM97,060$1.29M<0.1%History
TransMedics Group, Inc.89377MAB5NOTE 1.500% 6/0–$1.23M<0.1%–
CXEMFS High Income Municipal TrustSH BEN INT292,643$1.09M<0.1%History
NCL Corp Ltd62886HBD2NOTE 1.125% 2/1–$974.0K<0.1%–
Innovator ETFs Trust45784N619EQUITY MNGD 10034,309$904.4K<0.1%–
InterDigital, Inc.45867GAD3NOTE 3.500% 6/0–$878.1K<0.1%–
LNKBLINKBANCORP, Inc.COMMON STOCK103,174$860.5K<0.1%History
Evolent Health, Inc.30050BAH4NOTE 3.500%12/0–$850.9K<0.1%–
CVGWCalavo Growers IncCOM32,626$841.5K<0.1%History
Sarepta Therapeutics, Inc.803607AD2NOTE 1.250% 9/1–$744.4K<0.1%–
BOILProShares Trust IIETF42,014$677.3K<0.1%History
SWK Holdings Corp78501P203COM NEW35,683$607.0K<0.1%–
UBFOUnited Security BancsharesCOM57,146$600.6K<0.1%History
Innovator ETFs Trust45784N106EQUITY DEFINED P22,412$598.9K<0.1%–
John Bean Technologies Corp477839AB0NOTE 0.250% 5/1–$593.7K<0.1%–
EWCZEuropean Wax Center, Inc.CLASS A COM98,164$567.4K<0.1%History
ProShares Tr74350P543ULTRA CRCL NEW13,000$536.8K<0.1%–
T1 Energy Inc.35834FAB0NOTE 5.250%12/0–$521.1K<0.1%–
ABVEFAbove Food Ingredients Inc.COM501,106$506.1K<0.1%History
iShares U S ETF Tr46431W598BLOOMBERG ROLL6,965$413.9K<0.1%–
ASRTAssertio Holdings, Inc.COM NEW21,030$400.8K<0.1%History
Northern LTS FD Tr IV66537J507BROOKSTONE DIVID10,644$331.5K<0.1%–
Russell Invts Exchange Trade78249U209INTL DEVE EQ ETF10,992$320.1K<0.1%–
Coinbase Global, Inc.19260QAB3NOTE 0.500% 6/0–$285.6K<0.1%–
MPXMarine Products Group, LLCCOM30,695$223.2K<0.1%History
SCOProShares Trust IIULSHT BLOOMB OIL26,726$222.4K<0.1%History
Tidal Trust II88636J816RETURN STCKD US7,598$214.9K<0.1%–
Cambria ETF Tr132061821CANNABIS ETF40,427$206.6K<0.1%–
NOMNuveen Missouri Quality Municipal Income FundCOM19,194$203.1K<0.1%History
Upstart Hldgs Inc91680MAD9NOTE 2.000%10/0–$201.7K<0.1%–
Putnam ETF Trust746729201EXCHANGE TRADED FUNDS8,305$194.3K<0.1%–
SNBRQSleep Number CorpCOM103,764$186.3K<0.1%History
First Tr Exchange Traded FD33734X770DJ INTL INTRNT6,222$169.4K<0.1%–
Ssga Active Tr78470P580ST STR SHORT DUR6,467$161.8K<0.1%–
BNY Mellon ETF Trust09661T859ULTRA SHORT INCM3,121$155.4K<0.1%–
Q2 Hldgs Inc74736LAD1NOTE 0.750% 6/0–$148.0K<0.1%–
LFSLEIFRAS Co., Ltd.SPONSORED ADS56,569$146.5K<0.1%History
Nabors Inds Inc62957HAL9NOTE 1.750% 6/1–$144.6K<0.1%–