Morgan Stanley
Banks & wealth managersFiles as Morgan Stanley(SEC CIK 895421). Portfolio from its latest quarterly 13F-HR filing.
- $1.48T
- Tracked value
- 5,262
- Positions
- Q2 2026
- Portfolio as of
- Aug 13, 2026
- Filed
Holdings
Top 100 of 5,262 tracked positions, by value| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORP | 4.8% | ▲ 3.9% | 356,420,089 | $71.32B |
| 2 | AAPLApple Inc. | 4.7% | ▼ 0.8% | 242,614,238 | $70.20B |
| 3 | MSFTMICROSOFT CORP | 3.2% | ▲ 2.2% | 127,674,661 | $47.63B |
| 4 | GOOGLAlphabet Inc. | 2.9% | ▼ 0.4% | 120,511,301 | $43.07B |
| 5 | AMZNAMAZON COM INC | 2.9% | ▲ 3.1% | 179,376,541 | $42.75B |
| 6 | AVGOBroadcom Inc. | 2.0% | ▲ 4.1% | 79,037,987 | $29.86B |
| 7 | GOOGAlphabet Inc. | 1.7% | ▲ 1.1% | 72,425,149 | $25.59B |
| 8 | SPYSPDR S&P 500 ETF TRUST | 1.6% | ▼ 20.3% | 32,285,648 | $24.11B |
| 9 | METAMeta Platforms, Inc. | 1.5% | ▲ 3.6% | 39,435,817 | $22.21B |
| 10 | JPMJPMORGAN CHASE & CO | 1.5% | ▼ 2.1% | 67,092,426 | $21.96B |
| 11 | MUMICRON TECHNOLOGY INC | 1.4% | ▲ 9.7% | 18,470,449 | $21.32B |
| 12 | LLYELI LILLY & Co | 1.3% | ▲ 5.1% | 16,226,398 | $19.46B |
| 13 | TSLATesla, Inc. | 1.1% | ▼ 0.8% | 38,872,087 | $16.35B |
| 14 | VVISA INC. | 1.1% | ▼ 0.0% | 45,960,354 | $15.77B |
| 15 | QQQINVESCO QQQ TRUST, SERIES 1 | 1.1% | ▼ 1.8% | 21,150,784 | $15.58B |
| 16 | AMDADVANCED MICRO DEVICES INC | 1.0% | ▲ 2.1% | 24,286,371 | $14.11B |
| 17 | BRK/BBERKSHIRE HATHAWAY INC | 0.9% | ▼ 0.7% | 26,667,029 | $13.34B |
| 18 | JNJJOHNSON & JOHNSON | 0.8% | ▲ 0.2% | 44,808,254 | $11.38B |
| 19 | PANWPalo Alto Networks Inc | 0.7% | ▼ 8.9% | 29,450,112 | $10.04B |
| 20 | WMTWalmart Inc. | 0.7% | ▲ 2.8% | 88,318,921 | $10.00B |
| 21 | XOMExxonMobil Holdings Corp | 0.7% | ▲ 1.9% | 73,052,280 | $9.99B |
| 22 | ABBVAbbVie Inc. | 0.7% | ▲ 2.3% | 38,901,001 | $9.79B |
| 23 | AMATAPPLIED MATERIALS INC /DE | 0.7% | ▲ 14.2% | 13,523,832 | $9.78B |
| 24 | COSTCOSTCO WHOLESALE CORP /NEW | 0.6% | ▲ 3.3% | 10,220,437 | $9.56B |
| 25 | CSCOCISCO SYSTEMS, INC. | 0.6% | ▲ 3.4% | 80,401,715 | $9.44B |
| 26 | INTCINTEL CORP | 0.6% | ▲ 13.9% | 61,516,453 | $8.59B |
| 27 | LRCXLAM RESEARCH CORP | 0.6% | ▲ 1.3% | 19,217,787 | $8.33B |
| 28 | CATCATERPILLAR INC | 0.5% | ▲ 0.1% | 7,504,426 | $7.99B |
| 29 | HDHOME DEPOT, INC. | 0.5% | ▲ 1.0% | 22,603,319 | $7.97B |
| 30 | MAMastercard Inc | 0.5% | ▼ 1.1% | 15,001,503 | $7.70B |
| 31 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 0.5% | ▲ 7.3% | 15,847,816 | $7.57B |
| 32 | KOCOCA COLA CO | 0.5% | ▼ 2.3% | 89,824,129 | $7.30B |
| 33 | NFLXNETFLIX INC | 0.5% | ▲ 0.7% | 99,723,374 | $7.12B |
| 34 | GSGOLDMAN SACHS GROUP INC | 0.5% | ▲ 3.1% | 7,030,974 | $7.11B |
| 35 | PGPROCTER & GAMBLE Co | 0.5% | ▼ 4.2% | 47,157,141 | $6.92B |
| 36 | GEVGE Vernova Inc. | 0.5% | ▼ 10.3% | 5,715,959 | $6.72B |
| 37 | BACBANK OF AMERICA CORP /DE/ | 0.4% | ▲ 5.5% | 114,601,311 | $6.53B |
| 38 | MRKMerck & Co., Inc. | 0.4% | ▲ 2.1% | 48,641,158 | $6.25B |
| 39 | UNHUNITEDHEALTH GROUP INC | 0.4% | ▼ 1.1% | 14,795,456 | $6.15B |
| 40 | CVXCHEVRON CORP | 0.4% | ▼ 2.2% | 36,051,004 | $5.98B |
| 41 | RTXRTX Corp | 0.4% | ▲ 2.7% | 30,933,048 | $5.87B |
| 42 | ETNEaton Corp plc | 0.4% | ▲ 1.1% | 13,250,139 | $5.65B |
| 43 | NEENEXTERA ENERGY INC | 0.4% | ▼ 1.9% | 63,514,030 | $5.57B |
| 44 | GEGENERAL ELECTRIC CO | 0.4% | ▲ 2.4% | 14,612,934 | $5.46B |
| 45 | SNDKSandisk Corp | 0.4% | ▼ 15.4% | 2,400,851 | $5.46B |
| 46 | TMOTHERMO FISHER SCIENTIFIC INC. | 0.4% | ▼ 0.9% | 10,763,066 | $5.40B |
| 47 | UBERUber Technologies, Inc | 0.4% | ▼ 5.5% | 72,847,766 | $5.26B |
| 48 | WDCWESTERN DIGITAL CORP | 0.4% | ▲ 2.6% | 8,148,144 | $5.20B |
| 49 | KLACKLA CORP | 0.3% | ▲ 865% | 17,114,793 | $5.16B |
| 50 | IVVDInvivyd, Inc. | 0.3% | ▲ 69.1% | 5,730,948 | $5.00B |
| 51 | CRWDCrowdStrike Holdings, Inc. | 0.3% | ▼ 1.0% | 6,494,547 | $4.96B |
| 52 | AMGNAMGEN INC | 0.3% | ▼ 13.8% | 13,653,692 | $4.94B |
| 53 | IBMINTERNATIONAL BUSINESS MACHINES CORP | 0.3% | ▼ 11.1% | 17,459,828 | $4.91B |
| 54 | PMPhilip Morris International Inc. | 0.3% | ▲ 4.5% | 25,493,502 | $4.61B |
| 55 | STXSeagate Technology Holdings plc | 0.3% | ▼ 0.8% | 4,720,524 | $4.56B |
| 56 | ORCLORACLE CORP | 0.3% | ▲ 4.9% | 30,551,196 | $4.48B |
| 57 | AXPAMERICAN EXPRESS CO | 0.3% | ▲ 2.4% | 13,121,109 | $4.44B |
| 58 | WFCWELLS FARGO & COMPANY/MN | 0.3% | ▲ 3.2% | 53,356,165 | $4.41B |
| 59 | BXBlackstone Inc. | 0.3% | ▲ 7.2% | 34,842,332 | $4.10B |
| 60 | TJXTJX COMPANIES INC /DE/ | 0.3% | ▲ 1.1% | 27,031,090 | $4.10B |
| 61 | MCDMCDONALDS CORP | 0.3% | ▼ 3.8% | 15,027,364 | $4.06B |
| 62 | MCKMCKESSON CORP | 0.3% | ▲ 131% | 5,306,142 | $4.01B |
| 63 | PLTRPalantir Technologies Inc. | 0.3% | ▲ 5.6% | 34,021,287 | $3.97B |
| 64 | UNPUNION PACIFIC CORP | 0.3% | ▼ 2.1% | 14,579,220 | $3.97B |
| 65 | GLDSPDR GOLD TRUST | 0.3% | ▼ 1.5% | 10,752,962 | $3.96B |
| 66 | CCITIGROUP INC | 0.3% | ▲ 1.0% | 28,109,284 | $3.93B |
| 67 | TXNTEXAS INSTRUMENTS INC | 0.3% | ▲ 9.6% | 13,031,975 | $3.88B |
| 68 | GLWCORNING INC /NY | 0.3% | ▼ 3.4% | 15,134,070 | $3.87B |
| 69 | LINLINDE PLC | 0.3% | ▲ 0.3% | 7,376,780 | $3.83B |
| 70 | NETCloudflare, Inc. | 0.3% | ▼ 3.9% | 15,258,327 | $3.74B |
| 71 | CRMSalesforce, Inc. | 0.2% | ▼ 26.4% | 23,311,316 | $3.65B |
| 72 | APHAMPHENOL CORP /DE/ | 0.2% | ▲ 17.5% | 20,579,230 | $3.63B |
| 73 | PEPPEPSICO INC | 0.2% | ▲ 0.1% | 26,615,206 | $3.60B |
| 74 | ASMLASML HOLDING NV | 0.2% | ▲ 0.2% | 1,788,291 | $3.56B |
| 75 | SPOTSpotify Technology S.A. | 0.2% | ▼ 11.5% | 7,418,358 | $3.41B |
| 76 | BLKBlackRock, Inc. | 0.2% | ▲ 1.5% | 3,487,404 | $3.35B |
| 77 | ANETArista Networks, Inc. | 0.2% | ▲ 6.4% | 19,696,435 | $3.35B |
| 78 | DISWalt Disney Co | 0.2% | ▲ 2.1% | 34,495,232 | $3.32B |
| 79 | ADIANALOG DEVICES INC | 0.2% | ▼ 0.1% | 8,254,604 | $3.28B |
| 80 | QCOMQUALCOMM INC/DE | 0.2% | ▼ 14.5% | 17,100,302 | $3.16B |
| 81 | DELLDell Technologies Inc. | 0.2% | ▲ 6.4% | 7,074,450 | $3.05B |
| 82 | GILDGILEAD SCIENCES, INC. | 0.2% | ▲ 3.0% | 24,004,354 | $3.03B |
| 83 | APPAppLovin Corp | 0.2% | ▲ 3.3% | 5,791,247 | $2.98B |
| 84 | SPGIS&P Global Inc. | 0.2% | ▼ 7.6% | 7,309,278 | $2.98B |
| 85 | VZVERIZON COMMUNICATIONS INC | 0.2% | ▼ 5.1% | 70,302,870 | $2.98B |
| 86 | SHOPSHOPIFY INC. | 0.2% | ▲ 3.3% | 25,517,034 | $2.91B |
| 87 | LMTLOCKHEED MARTIN CORP | 0.2% | ▲ 0.7% | 5,706,408 | $2.91B |
| 88 | DEDEERE & CO | 0.2% | ▲ 2.8% | 4,369,891 | $2.77B |
| 89 | DASHDoorDash, Inc. | 0.2% | ▲ 0.1% | 14,513,536 | $2.68B |
| 90 | TTTrane Technologies plc | 0.2% | ▲ 2.1% | 5,415,027 | $2.66B |
| 91 | NOWServiceNow, Inc. | 0.2% | ▲ 14.1% | 26,630,984 | $2.64B |
| 92 | ISRGINTUITIVE SURGICAL INC | 0.2% | ▲ 8.3% | 6,561,322 | $2.61B |
| 93 | AEPAMERICAN ELECTRIC POWER CO INC | 0.2% | ▲ 31.0% | 18,980,444 | $2.60B |
| 94 | MRVLMarvell Technology, Inc. | 0.2% | ▲ 10.4% | 8,687,235 | $2.59B |
| 95 | MELIMERCADOLIBRE INC | 0.2% | ▼ 5.6% | 1,496,328 | $2.54B |
| 96 | PHParker-Hannifin Corp | 0.2% | ▲ 1.1% | 2,581,520 | $2.53B |
| 97 | TMUST-Mobile US, Inc. | 0.2% | ▲ 0.9% | 14,522,141 | $2.44B |
| 98 | ABTABBOTT LABORATORIES | 0.2% | ▼ 11.6% | 26,611,315 | $2.41B |
| 99 | RPRXRoyalty Pharma plc | 0.2% | ▼ 1.5% | 42,931,597 | $2.41B |
| 100 | WMBWILLIAMS COMPANIES, INC. | 0.2% | ▼ 5.7% | 31,813,505 | $2.37B |
Positions in companies tracked by Scrutar, from the manager's latest quarterly 13F-HR filing.
13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since.
Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.