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CIK: 0000895421
Total reported value
$1.9T
$1.9T
8196 檔
13.6%
The Q4 2025 SEC filing reveals that Morgan Stanley held a total portfolio value of $1.9T, covering 8196 public equity positions.
Morgan Stanley executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 4 holdings and trimming 91 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 13.6% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 8196 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.74% | -0.03% | +0.60% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.60% | +0.17% | +0.24% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.50% | -0.27% | +0.82% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.28% | +0.18% | -0.12% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.23% | +0.08% | -0.79% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.51% | +0.16% | -0.06% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.48% | -0.14% | +2.24% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.35% | +0.11% | +1.60% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.28% | -0.05% | +1.44% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.19% | -0.31% | -27.87% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.00% | +0.17% | +2.68% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | +0.06% | -1.17% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 0.98% | -0.01% | -2.52% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.96% | -0.02% | -1.01% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | +0.02% | -3.46% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | -0.07% | -1.10% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.78% | +0.02% | +2.17% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.59% | +0.07% | -34.68% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | -0.06% | -3.95% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.11% | -1.15% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.56% | -0.03% | +4.89% | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 0.55% | -0.06% | +14.99% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 0.55% | -0.05% | +0.78% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | +0.02% | -3.87% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.20% | -0.61% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.50% | -0.02% | +9.02% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.08% | +1.14% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.48% | -0.19% | +902.98% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.02% | -1.67% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.42% | +0.02% | -2.63% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.06% | -4.89% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.41% | +0.03% | +4.02% | |
| 33 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.41% | -0.03% | -6.51% | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.39% | +0.03% | -2.98% | |
| 35 | UBER | Uber Technologies Inc | Stock-Industrials | 0.39% | -0.05% | +2.31% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.39% | -0.03% | -2.36% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.38% | +0.01% | -0.12% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.37% | +0.03% | +9.94% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.36% | -0.02% | +7.86% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.35% | +0.14% | +0.27% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.34% | -0.05% | +44.00% | |
| 42 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.34% | +0.22% | -0.96% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.33% | -0.14% | -0.82% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.33% | -0.07% | +22.36% | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.33% | -0.04% | +0.35% | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.32% | +0.46% | -16.70% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.32% | -0.02% | +1.86% | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.31% | -0.07% | -0.62% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.31% | +0.09% | +3.63% | |
| 50 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.31% | -0.07% | -3.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.5% | -0.12% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +0.3% | +1.60% | Add |
| 3 | LLY | Eli Lilly & Co | +0.3% | +2.68% | Add |
| 4 | AAPL | Apple Inc | +0.2% | +0.60% | Add |
| 5 | MU | Micron Technology Inc | +0.1% | +5.09% | Add |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.1% | +44.00% | Add |
| 7 | GLD | Spdr Gold Shares | +0.1% | +22.36% | Add |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +116.56% | Add |
| 9 | AMZN | Amazon.com Inc | +0.1% | -0.79% | Trim |
| 10 | BND | Vanguard Total Bond Market | +0.1% | +14.99% | Add |
| 11 | AVGO | Broadcom Inc | +0.1% | -0.06% | Trim |
| 12 | MRK | Merck & Co. Inc. | +0.1% | +0.81% | Add |
| 13 | IWD | Ishares Russell 1000 Value E | +0.1% | +9.02% | Add |
| 14 | BAC | Bank Of America CORP | +0.1% | +9.94% | Add |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +95.89% | Add |
| 16 | LRCX | Lam Research CORP | 0% | +0.12% | Add |
| 17 | TMO | Thermo Fisher Scientific Inc | 0% | -6.51% | Trim |
| 18 | AMAT | Applied Materials Inc | 0% | +3.36% | Add |
| 19 | AMGN | Amgen Inc | 0% | -1.04% | Trim |
| 20 | CSCO | Cisco Systems Inc | 0% | +0.27% | Add |
| 21 | GEV | GE Vernova Inc | 0% | +12.77% | Add |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +120.18% | Add |
| 23 | ROIV | Roivant Sciences Ltd. | 0% | +31.67% | Add |
| 24 | RPRX | Royalty Pharma plc | 0% | +25.16% | Add |
| 25 | JPM | Jpmorgan Chase & Co | 0% | +1.44% | Add |
| 26 | IEFA | Ishares Core Msci Eafe ETF | 0% | +4.89% | Add |
| 27 | JNJ | Johnson & Johnson | 0% | -3.95% | Trim |
| 28 | WMT | Walmart Inc | 0% | -1.15% | Trim |
| 29 | CAT | Caterpillar Inc | 0% | -2.24% | Trim |
| 30 | INTC | Intel CORP | 0% | +20.40% | Add |
| 31 | CGGR | Cap Group Growth Equity | 0% | +94.59% | Add |
| 32 | WDC | Western Digital CORP | 0% | +6.45% | Add |
| 33 | FCX | Freeport-mcmoran Inc | 0% | +10.05% | Add |
| 34 | AMD | Advanced Micro Devices | 0% | -16.70% | Trim |
| 35 | RTX | Rtx CORP | 0% | +0.35% | Add |
| 36 | RSP | Invesco S&p 500 Equal Weight | 0% | +7.86% | Add |
| 37 | EFA | Ishares Msci Eafe ETF | 0% | +15.51% | Add |
| 38 | ✓ | On Holding AG | 0% | +40.87% | Add |
| 39 | XOM | Exxon Mobil CORP | 0% | -0.61% | Trim |
| 40 | AXP | American Express Co | 0% | -0.25% | Trim |
| 41 | CRM | Salesforce Inc | 0% | -0.94% | Trim |
| 42 | GS | Goldman Sachs Group Inc | 0% | -2.98% | Trim |
| 43 | ISRG | Intuitive Surgical Inc | 0% | -8.91% | Trim |
| 44 | RKT | Rocket Cos Inc-class A | 0% | +461.23% | Add |
| 45 | SPGI | S&p Global Inc | 0% | +3.26% | Add |
| 46 | SHYG | Ishares 0-5 Yr Hy CORP Bond | 0% | +288.04% | Add |
| 47 | PBUS | Invesco Msci USA ETF | 0% | +19.65% | Add |
| 48 | NDAQ | Nasdaq Inc | 0% | +62.61% | Add |
| 49 | IEMG | Ishares Core Msci Emerging | 0% | +4.02% | Add |
| 50 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +155.89% | Add |
According to official SEC Form 13F filings, Morgan Stanley reported a total U.S. public equity portfolio value of $1.9T across 8196 disclosed positions in Q4 2025.
During Q4 2025, Morgan Stanley's top holdings by market value included AAPL (3.7%)、NVDA (3.6%)、MSFT (3.5%). The largest single position, AAPL, represented 3.7% 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
MDLN
市值: $636.8M
Top Position Liquidated / Trimmed
UL
前期市值: $571.6M
In Q4 2025, Morgan Stanley made 200 total portfolio adjustments, initiating 4 new buys, adding to 101 positions, trimming 91 holdings, and fully liquidating 4 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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