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CIK: 0000895421
Total reported value
$1.9T
$1.9T
8287 檔
12.6%
In Q1 2026, Morgan Stanley's U.S. equity holdings reached a combined market value of $1.9T, distributed across 8287 disclosed stock positions.
Morgan Stanley executed strategic sector rebalancing during Q1 2026, establishing 1 new positions while fully exiting 3 holdings and trimming 93 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 12.6% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 8287 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.74% | -0.03% | +6.07% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.60% | +0.17% | +5.94% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.79% | -0.27% | +3.02% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.18% | +0.08% | +7.64% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.10% | +0.18% | -0.69% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.59% | -0.31% | +38.12% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.42% | +0.16% | +4.07% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.31% | -0.14% | +1.40% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.24% | +0.11% | -0.24% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.21% | -0.05% | +3.25% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | +0.06% | -2.69% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.88% | -0.02% | +9.49% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | +0.02% | -0.82% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | +0.17% | -1.00% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | -0.01% | -1.88% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.07% | +2.19% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.76% | +0.02% | +7.70% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.75% | +0.07% | +34.25% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | -0.20% | -3.68% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | -0.06% | -3.46% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.11% | +1.94% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | -0.08% | +3.94% | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 0.57% | -0.19% | +16.01% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.57% | -0.03% | +0.26% | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 0.55% | -0.06% | +0.07% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.54% | -0.02% | +6.46% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.53% | +0.03% | +22.83% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | +0.02% | -5.06% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.14% | +1.49% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.46% | -0.05% | -5.51% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.44% | -0.14% | +73.83% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | -0.02% | +1.16% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.06% | +0.80% | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.42% | -0.03% | -1.40% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.40% | +0.01% | +1.43% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.39% | -0.02% | +8.96% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.39% | +0.02% | +3.32% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.36% | +0.14% | +3.19% | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.36% | -0.07% | -1.40% | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.36% | -0.17% | +66.63% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.35% | -0.04% | +1.14% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.35% | +0.03% | -8.66% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.35% | -0.02% | +5.98% | |
| 44 | MU | Micron Technology Inc | Stock-Tech | 0.34% | +0.79% | +2.72% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.34% | -0.08% | +0.58% | |
| 46 | GEV | GE Vernova Inc | Stock-Industrials | 0.33% | +0.02% | +5.21% | |
| 47 | UBER | Uber Technologies Inc | Stock-Industrials | 0.33% | -0.05% | -3.90% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.33% | -0.05% | -6.49% | |
| 49 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.32% | -0.03% | -8.67% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.32% | +0.10% | +6.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +38.12% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.2% | -3.68% | Trim |
| 3 | IWM | Ishares Russell 2000 ETF | +0.2% | +73.83% | Add |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +34.25% | Add |
| 5 | CVX | Chevron CORP | +0.1% | +1.49% | Add |
| 6 | IEMG | Ishares Core Msci Emerging | +0.1% | +22.83% | Add |
| 7 | COST | Costco Wholesale CORP | +0.1% | +3.94% | Add |
| 8 | GEV | GE Vernova Inc | +0.1% | +5.21% | Add |
| 9 | NFLX | Netflix Inc | +0.1% | +16.01% | Add |
| 10 | JNJ | Johnson & Johnson | +0.1% | -3.46% | Trim |
| 11 | WMT | Walmart Inc | +0.1% | +1.94% | Add |
| 12 | CAT | Caterpillar Inc | +0.1% | +6.00% | Add |
| 13 | SMH | Vaneck Semiconductor ETF | +0.1% | +105.56% | Add |
| 14 | SNDK | Sandisk CORP | +0.1% | -4.41% | Trim |
| 15 | MRK | Merck & Co. Inc. | +0.1% | +5.98% | Add |
| 16 | AMAT | Applied Materials Inc | +0.1% | +3.25% | Add |
| 17 | VZ | Verizon Communications Inc | +0.1% | +13.96% | Add |
| 18 | MU | Micron Technology Inc | +0.1% | +2.72% | Add |
| 19 | COP | Conocophillips | +0.1% | +12.51% | Add |
| 20 | CRM | Salesforce Inc | +0.1% | +66.63% | Add |
| 21 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +9.28% | Add |
| 22 | GLW | Corning Inc | +0.1% | +3.03% | Add |
| 23 | NEE | Nextera Energy Inc | +0.1% | -1.40% | Trim |
| 24 | UNP | Union Pacific CORP | +0.1% | +17.80% | Add |
| 25 | XLE | Ss Energy Select Sector | 0% | +10.80% | Add |
| 26 | IWD | Ishares Russell 1000 Value E | 0% | +6.46% | Add |
| 27 | VCLT | Vanguard Long-term CORP Bond | 0% | +124.40% | Add |
| 28 | LMT | Lockheed Martin CORP | 0% | -1.11% | Trim |
| 29 | LRCX | Lam Research CORP | 0% | -4.60% | Trim |
| 30 | SLB | Slb LTD | 0% | +8.26% | Add |
| 31 | VRT | Vertiv Holdings Co-a | 0% | +4.92% | Add |
| 32 | FITB | Fifth Third Bancorp | 0% | +125.69% | Add |
| 33 | LIN | Linde plc | 0% | +3.83% | Add |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | +44.10% | Add |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +27.89% | Add |
| 36 | WDC | Western Digital CORP | 0% | -11.24% | Trim |
| 37 | VLO | Valero Energy CORP | 0% | -2.44% | Trim |
| 38 | PEP | Pepsico Inc | 0% | +6.51% | Add |
| 39 | VALE | Vale Sa-sp Adr | 0% | +266.35% | Add |
| 40 | ETN | Eaton Corporation plc | 0% | +1.02% | Add |
| 41 | RSP | Invesco S&p 500 Equal Weight | 0% | +8.96% | Add |
| 42 | ASML | ASML Holding N.V. | 0% | +4.83% | Add |
| 43 | JNK | Ss Spdr Bb High Yield Bond | 0% | +584.60% | Add |
| 44 | KLAC | Kla CORP | 0% | +2.27% | Add |
| 45 | CME | Cme Group Inc | 0% | +12.48% | Add |
| 46 | MPC | Marathon Petroleum CORP | 0% | -0.17% | Trim |
| 47 | IGV | Ishares Expanded Tech-softwa | 0% | +210.40% | Add |
| 48 | EQT | Eqt CORP | 0% | +14.98% | Add |
| 49 | EWZ | Ishares Msci Brazil ETF | 0% | +110.46% | Add |
| 50 | KO | Coca-cola Co/the | 0% | -1.40% | Trim |
According to official SEC Form 13F filings, Morgan Stanley reported a total U.S. public equity portfolio value of $1.9T across 8287 disclosed positions in Q1 2026.
During Q1 2026, Morgan Stanley's top holdings by market value included AAPL (3.7%)、NVDA (3.6%)、MSFT (2.8%). 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
AZN
市值: $1.4B
Top Position Liquidated / Trimmed
AZNN
前期市值: $1.3B
In Q1 2026, Morgan Stanley made 200 total portfolio adjustments, initiating 1 new buys, adding to 103 positions, trimming 93 holdings, and fully liquidating 3 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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