Morgan Stanley

    MS$E ·NYSE ·Security Brokers, Dealers & Flotation Companies ·Inc. in DE
    Other securities: MS MS$Apreferred MS$Fpreferred MS$Ipreferred MS$Kpreferred MS$Lpreferred MS$Opreferred MS$Ppreferred MS$Qpreferred
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    Financial statements

    data from SEC XBRL filings. Values are as-reported; restatements supersede originals. Values reported in .

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    Institutional holdings (13F)

    8287 positions as of 2026-03-31. Total reported value: $1,659,786,624,056. Source: SEC 13F-HR filing.

    Top 10 holdings

    Name Ticker Weight Value
    APPLE INC AAPL 3.74% $62,045,240,497
    NVIDIA CORPORATION NVDA 3.60% $59,811,238,475
    MICROSOFT CORP MSFT 2.79% $46,227,307,160
    AMAZON COM INC AMZN 2.18% $36,223,539,022
    ALPHABET INC GOOGL 2.10% $34,781,992,722
    STATE STR SPDR S&P 500 ETF T SPY 1.59% $26,340,547,800
    BROADCOM INC AVGO 1.42% $23,502,689,812
    META PLATFORMS INC META 1.31% $21,786,119,180
    ALPHABET INC GOOG 1.24% $20,558,558,401
    JPMORGAN CHASE & CO JPM 1.21% $20,163,033,832

    Sector

    SectorWeight
    Information Technology 22.9%
    Industrials 9.3%
    Consumer Discretionary 9.1%
    Financials 8.8%
    Health Care 7.0%
    Utilities 2.8%
    Energy 2.7%
    Materials 2.6%
    Communication Services 2.0%
    Consumer Staples 1.7%
    Real Estate 1.4%
    Unknown 29.6%
    Total 100.0%

    Market cap

    CapWeight
    Mega 32.0%
    Large 29.8%
    Mid 4.6%
    Small 2.7%
    Micro 30.9%
    Non-equity 0.0%
    Total 100.0%

    Asset class

    ClassWeight
    Equity-common 100.0%
    Other 0.0%
    Total 100.0%

    Changes this quarter

    Comparing 2026-03-31 vs. 2025-12-31.

    New positions

    Name Ticker Bought Now
    ASTRAZENECA PLC $1,374,488,942 $1,374,488,942
    AMCOR PLC $209,132,584 $209,132,584
    SUNBELT RENTALS HOLDINGS INC SUNB $183,068,213 $183,068,213
    QIAGEN NV $167,804,228 $167,804,228
    BLACKROCK ETF TRUST $153,295,787 $153,295,787
    PINNACLE FINL PARTNERS INC PNFP $140,191,253 $140,191,253
    INDIVIOR PHARMACEUTICALS INC INDV $106,857,302 $106,857,302
    ISHARES TR $70,359,887 $70,359,887
    VERSANT MEDIA GROUP INC VSNT $66,775,206 $66,775,206
    PIPER SANDLER COMPANIES PIPR $55,168,518 $55,168,518

    Exited positions

    Name Ticker Sold Now
    ASTRAZENECA PLC AZN $-1,275,871,478 —
    CYBERARK SOFTWARE LTD $-409,483,986 —
    EXACT SCIENCES CORP $-330,103,643 —
    AMCOR PLC $-252,184,314 —
    QIAGEN NV $-193,684,840 —
    NUVEEN S&P 500 BUY-WRITE INC $-176,947,818 —
    INDIVIOR PLC $-157,074,532 —
    PINNACLE FINL PARTNERS INC $-140,770,171 —
    CONFLUENT INC $-138,132,516 —
    DAYFORCE INC $-135,715,781 —

    Increased

    Name Ticker + USD Now
    STATE STR SPDR S&P 500 ETF T SPY $6,343,578,157 $26,340,547,800
    APPLE INC AAPL $-613,877,817 $62,045,240,497
    NVIDIA CORPORATION NVDA $-565,150,073 $59,811,238,475
    INVESCO QQQ TR QQQ $2,575,152,646 $12,429,817,407
    ISHARES TR IWM $3,166,418,230 $7,380,959,212
    AMAZON COM INC AMZN $-1,072,435,837 $36,223,539,022
    SALESFORCE INC CRM $877,171,431 $5,912,885,243
    ISHARES INC IEMG $1,896,780,958 $8,806,579,461
    MICROSOFT CORP MSFT $-12,397,382,788 $46,227,307,160
    NETFLIX INC. NFLX $1,518,179,034 $9,520,592,879

    Decreased

    Name Ticker − USD Now
    SPDR GOLD TR GLD $-810,741,639 $4,695,487,174
    SPDR SERIES TRUST SPYM $-1,154,939,701 $1,320,297,731
    DELL TECHNOLOGIES INC DELL $-404,799,426 $1,091,115,563
    GALLAGHER ARTHUR J & CO AJG $-1,133,297,509 $878,487,126
    AUTOMATIC DATA PROCESSING IN ADP $-1,362,739,721 $1,299,221,619
    ANALOG DEVICES INC ADI $-206,533,998 $2,627,676,229
    ISHARES TR TLT $-704,498,353 $967,839,502
    ABBOTT LABORATORIES ABT $-1,511,061,741 $3,090,531,225
    SPDR SERIES TRUST SPYG $-796,196,188 $934,427,588
    ROPER TECHNOLOGIES INC ROP $-941,175,810 $561,703,428

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    Held by

    holders ( registered funds via N-PORT, institutional investors via 13F). Showing top by dollar value.

    Holder Type ETF MF Position ($) % of holder Δ % of holder Holder AUM

    Recent insider activity

    Last 90 days. Open-market trades (purchases & sales) by directors, officers, and 10%+ owners. 4 transactions across 4 insiders. Net: -93,605 shares, -$17,680,822.

    Date Insider Role Action Shares Price Value
    2026-04-20 GROSSMAN ERIC F Chief Legal/Admin Officer Sell -11,118 ×2 $190.75 -$2,120,758
    2026-04-17 SIMKOWITZ DANIEL A Co-President Sell -14,690 $189.24 -$2,779,987
    2026-04-16 CRAWLEY MANDELL Chief Client Officer Sell -16,129 ×3 $188.22 -$3,035,755
    2026-04-16 SAPERSTEIN ANDREW M Co-President Sell -51,668 ×6 $188.59 -$9,744,322

    Source: SEC Form 4 filings.

    Next expected filings

    • ~2026-08-04 10-Q expected by 2026-09-09 (in 54 days)
    • ~2026-11-03 10-Q expected by 2026-12-09 (in 145 days)
    • ~2027-02-19 10-K expected by 2027-03-25 (in 253 days)
    • ~2027-05-05 10-Q expected by 2027-06-10 (in 328 days)

    Predicted from historical filing cadence; not an SEC commitment.

    Recent SEC filings

    • 2026-06-05 424B2 Prospectus Supplement
    • 2026-06-05 424B2 Prospectus Supplement
    • 2026-06-05 424B2 Prospectus Supplement
    • 2026-06-05 424B2 Prospectus Supplement
    • 2026-06-05 424B2 Prospectus Supplement
    • 2026-06-05 424B2 Prospectus Supplement
    • 2026-06-05 424B2 Prospectus Supplement
    • 2026-06-05 424B2 Prospectus Supplement
    • 2026-06-05 424B2 Prospectus Supplement
    • 2026-06-05 424B2 Prospectus Supplement
    • 2026-06-05 424B2 Prospectus Supplement
    • 2026-06-05 424B2 Prospectus Supplement
    • 2026-06-05 424B2 Prospectus Supplement
    • 2026-06-05 424B2 Prospectus Supplement
    • 2026-06-05 424B2 Prospectus Supplement