EdgeMarket › What Morgan Stanley reported owning
What Morgan Stanley reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.7TPositions
8,287Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 62.0B | 3.7% | 244.5M | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 59.8B | 3.6% | 343.0M | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 46.2B | 2.8% | 124.9M | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 36.2B | 2.2% | 173.9M | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 34.8B | 2.1% | 121.0M | 344.82 | +73.0% |
| SPY SPDR S&P 500 ETF TRUST | 26.3B | 1.6% | 40.5M | 765.72 | +20.0% |
| AVGO Broadcom Inc. | 23.5B | 1.4% | 75.9M | 368.45 | +26.5% |
| META Meta Platforms, Inc. | 21.8B | 1.3% | 38.1M | 549.90 | -26.5% |
| GOOG Alphabet Inc. | 20.6B | 1.2% | 71.7M | 341.75 | +70.7% |
| JPM JPMORGAN CHASE & CO | 20.2B | 1.2% | 68.5M | 351.58 | +20.3% |
| IVV iShares Core S&P 500 ETF | 15.3B | 0.9% | 23.4M | 769.31 | +20.0% |
| TSLA Tesla, Inc. | 14.6B | 0.9% | 39.2M | 362.86 | +12.0% |
| VOO Vanguard S&P 500 ETF | 14.6B | 0.9% | 24.4M | 703.71 | +20.0% |
| LLY ELI LILLY & Co | 14.2B | 0.9% | 15.4M | 1,255.40 | +78.0% |
| V VISA INC. | 13.9B | 0.8% | 46.0M | 371.04 | +7.9% |
| unmapped CUSIP 084670702 | 12.9B | 0.8% | 26.9M | — | — |
| IWF iShares Russell 1000 Growth Fund | 12.7B | 0.8% | 29.8M | 122.39 | +11.2% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 12.4B | 0.7% | 21.5M | 713.44 | +26.1% |
| XOM ExxonMobil Holdings Corp | 12.2B | 0.7% | 71.7M | 165.11 | +52.1% |
| JNJ JOHNSON & JOHNSON | 10.9B | 0.7% | 44.7M | 270.24 | +51.1% |
| WMT Walmart Inc. | 10.7B | 0.6% | 85.9M | 103.70 | +1.1% |
| COST COSTCO WHOLESALE CORP /NEW | 9.9B | 0.6% | 9.9M | 947.74 | -4.7% |
| NFLX NETFLIX INC | 9.5B | 0.6% | 99.0M | 79.59 | -34.4% |
| IEFA iShares Core MSCI EAFE ETF | 9.5B | 0.6% | 105.2M | 100.85 | +16.8% |
| BND Vanguard Total Bond Market ETF | 9.2B | 0.6% | 125.0M | 72.23 | -1.8% |
| IWD iShares Russell 1000 Value ETF | 9.0B | 0.5% | 42.2M | 257.29 | +29.2% |
| IEMG iShares Core MSCI Emerging Markets ETF | 8.8B | 0.5% | 126.3M | 81.57 | +31.9% |
| ABBV AbbVie Inc. | 8.3B | 0.5% | 38.0M | 264.96 | +26.7% |
| CVX CHEVRON CORP | 7.6B | 0.5% | 36.8M | 205.27 | +34.0% |
| MA Mastercard Inc | 7.6B | 0.5% | 15.2M | 580.63 | -2.0% |
| IWM iShares Russell 2000 ETF | 7.4B | 0.4% | 29.8M | 299.96 | +33.1% |
| HD HOME DEPOT, INC. | 7.4B | 0.4% | 22.4M | 335.61 | -16.5% |
| PG PROCTER & GAMBLE Co | 7.1B | 0.4% | 49.2M | 144.68 | -9.3% |
| KO COCA COLA CO | 7.0B | 0.4% | 91.9M | 91.10 | +28.9% |
| VTV Vanguard Morningstar Value ETF | 6.6B | 0.4% | 33.6M | 226.40 | +24.6% |
| RSP Invesco S&P 500 Equal Weight ETF | 6.6B | 0.4% | 34.2M | 221.67 | +18.8% |
| VUG Vanguard Morningstar Growth ETF | 6.5B | 0.4% | 14.9M | 87.50 | +15.9% |
| CSCO CISCO SYSTEMS, INC. | 6.0B | 0.4% | 77.7M | 111.04 | +65.5% |
| NEE NEXTERA ENERGY INC | 6.0B | 0.4% | 64.8M | 83.65 | +9.8% |
| CRM Salesforce, Inc. | 5.9B | 0.4% | 31.7M | 209.17 | -15.1% |
| RTX RTX Corp | 5.8B | 0.4% | 30.1M | 209.91 | +34.1% |
| GS GOLDMAN SACHS GROUP INC | 5.8B | 0.3% | 6.8M | 1,039.28 | +44.2% |
| MRK Merck & Co., Inc. | 5.7B | 0.3% | 47.6M | 152.55 | +80.2% |
| MU MICRON TECHNOLOGY INC | 5.7B | 0.3% | 16.8M | 966.78 | +724.8% |
| AMGN AMGEN INC | 5.6B | 0.3% | 15.8M | 439.33 | +48.2% |
| GEV GE Vernova Inc. | 5.6B | 0.3% | 6.4M | 956.85 | +58.3% |
| UBER Uber Technologies, Inc | 5.5B | 0.3% | 77.1M | 78.80 | -15.9% |
| VEA Vanguard FTSE Developed Markets ETF | 5.4B | 0.3% | 84.6M | 73.42 | +24.7% |
| TMO THERMO FISHER SCIENTIFIC INC. | 5.3B | 0.3% | 10.9M | 629.27 | +27.2% |
| CAT CATERPILLAR INC | 5.3B | 0.3% | 7.5M | 827.90 | +96.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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