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CIK: 0000895421
Total reported value
$1.9T
$1.9T
8088 檔
11.7%
At the close of Q2 2025, Morgan Stanley disclosed equity holdings valued at approximately $1.9T, spread across 8088 reported holdings.
In Q2 2025, Morgan Stanley displayed an active expansion posture, initiating 1 new positions and adding to 115 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 11.7% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 8088 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.86% | -0.27% | -3.83% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.35% | +0.17% | -5.37% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.12% | -0.03% | -3.33% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.29% | +0.08% | -3.61% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.79% | -0.14% | -1.77% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.54% | +0.18% | +5.66% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.49% | -0.31% | +7.76% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.32% | +0.16% | -3.53% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.27% | -0.05% | -3.42% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.16% | -0.01% | -0.91% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | +0.06% | -6.13% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.89% | -0.02% | -4.72% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.02% | -2.60% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.86% | -0.07% | -2.16% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.85% | +0.11% | -2.84% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.76% | +0.02% | +9.95% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | +0.17% | -0.04% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.73% | +0.07% | -7.50% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 0.73% | -0.19% | -2.40% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.08% | +0.60% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 0.59% | -0.05% | +0.51% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | -0.11% | +2.77% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.06% | +1.53% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | -0.02% | +2.97% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.54% | -0.03% | +2.13% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | -0.20% | -0.27% | |
| 27 | BND | Vanguard Total Bond Market | ETF-Other | 0.51% | -0.06% | -16.33% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | +0.02% | +1.34% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.06% | +2.07% | |
| 30 | UBER | Uber Technologies Inc | Stock-Industrials | 0.45% | -0.05% | -9.13% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.45% | -0.02% | -6.77% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.44% | -0.02% | +6.11% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.42% | -0.03% | +5.25% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.42% | +0.02% | +3.84% | |
| 35 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.41% | +0.22% | +6.53% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.39% | -0.02% | +9.80% | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.38% | +0.03% | -3.90% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.38% | +0.03% | +3.91% | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.38% | +0.01% | +1.74% | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.36% | -0.17% | +0.97% | |
| 41 | NOW | Servicenow Inc | Stock-Tech | 0.35% | -0.01% | -1.15% | |
| 42 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.34% | -0.06% | +0.82% | |
| 43 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.34% | -0.03% | +11.06% | |
| 44 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.34% | -0.04% | -3.77% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.32% | +0.03% | -3.33% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.32% | +0.14% | -2.54% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.32% | -0.02% | -6.04% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.31% | -0.14% | -1.54% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.31% | -0.06% | -2.57% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.31% | -0.03% | -2.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | -5.37% | Trim |
| 2 | MSFT | Microsoft CORP | +0.5% | -3.83% | Trim |
| 3 | AVGO | Broadcom Inc | +0.4% | -3.53% | Trim |
| 4 | META | Meta Platforms Inc-class A | +0.2% | -1.77% | Trim |
| 5 | NFLX | Netflix Inc | +0.2% | -2.40% | Trim |
| 6 | ORCL | Oracle CORP | +0.2% | +6.11% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.1% | +5.66% | Add |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +7.76% | Add |
| 9 | IWF | Ishares Russell 1000 Growth | +0.1% | +9.95% | Add |
| 10 | BSV | Vanguard Short-term Bond ETF | +0.1% | +151.93% | Add |
| 11 | PLTR | Palantir Technologies Inc-a | +0.1% | +5.53% | Add |
| 12 | NET | Cloudflare Inc - Class A | +0.1% | -7.05% | Trim |
| 13 | GEV | GE Vernova Inc | +0.1% | +25.33% | Add |
| 14 | MSTR | Strategy Inc | +0.1% | +19.67% | Add |
| 15 | SPOT | Spotify Technology S.A. | +0.1% | +0.82% | Add |
| 16 | PANW | Palo Alto Networks Inc | +0.1% | +6.53% | Add |
| 17 | ETN | Eaton Corporation plc | +0.1% | +6.45% | Add |
| 18 | CEG | Constellation Energy | +0.1% | +9.99% | Add |
| 19 | COF | Capital One Financial CORP | +0.1% | +107.95% | Add |
| 20 | XLK | Ss Technology Select Sector | +0.1% | +22.01% | Add |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | -3.42% | Trim |
| 22 | TSLA | Tesla Inc | +0.1% | -4.72% | Trim |
| 23 | VUG | Vanguard Growth ETF | +0.1% | +3.84% | Add |
| 24 | MELI | Mercadolibre Inc | +0.1% | -3.77% | Trim |
| 25 | NOW | Servicenow Inc | +0.1% | -1.15% | Trim |
| 26 | AMD | Advanced Micro Devices | +0.1% | -0.06% | Trim |
| 27 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -6.44% | Trim |
| 28 | GE | General Electric | +0.1% | +7.57% | Add |
| 29 | QXO | Qxo Inc | +0.1% | +225.26% | Add |
| 30 | IONQ | Ionq Inc | +0.1% | +290.23% | Add |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +69.76% | Add |
| 32 | GS | Goldman Sachs Group Inc | 0% | -3.90% | Trim |
| 33 | BKNG | Booking Holdings Inc | 0% | +3.93% | Add |
| 34 | INTU | Intuit Inc | 0% | +2.74% | Add |
| 35 | COIN | Coinbase Global Inc -class A | 0% | +1.59% | Add |
| 36 | VST | Vistra CORP | 0% | +5.19% | Add |
| 37 | APH | Amphenol Corp-cl A | 0% | -0.95% | Trim |
| 38 | VRT | Vertiv Holdings Co-a | 0% | +32.12% | Add |
| 39 | TTD | Trade Desk Inc/the -class A | 0% | +129.23% | Add |
| 40 | SOXX | Ishares Semiconductor ETF | 0% | +110.48% | Add |
| 41 | DIS | Walt Disney Co/the | 0% | -6.04% | Trim |
| 42 | DASH | Doordash Inc - A | 0% | -10.58% | Trim |
| 43 | ZTS | Zoetis Inc | 0% | +38.92% | Add |
| 44 | RBLX | Roblox CORP -class A | 0% | -15.61% | Trim |
| 45 | TT | Trane Technologies plc | 0% | +7.12% | Add |
| 46 | AFRM | Affirm Holdings Inc | 0% | +4.58% | Add |
| 47 | SNOW | Snowflake Inc | 0% | -11.82% | Trim |
| 48 | HOOD | Robinhood Markets Inc - A | 0% | -1.03% | Trim |
| 49 | IWP | Ishares Russell Mid-cap Grow | 0% | +5.80% | Add |
| 50 | CPNG | Coupang Inc | 0% | -2.14% | Trim |
According to official SEC Form 13F filings, Morgan Stanley reported a total U.S. public equity portfolio value of $1.9T across 8088 disclosed positions in Q2 2025.
During Q2 2025, Morgan Stanley's top holdings by market value included MSFT (3.9%)、NVDA (3.4%)、AAPL (3.1%). The largest single position, MSFT, represented 3.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
B
市值: $237.4M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $785.6M
In Q2 2025, Morgan Stanley made 200 total portfolio adjustments, initiating 1 new buys, adding to 115 positions, trimming 82 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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