MORGAN STANLEY

Location
NEW YORK, NY
Portfolio Value
Mega $1,239,477,352,528
Diversification
Diversified
Filing Date
Global Rank
#7 / 8,524 ▼ 1
Top Industry
Semiconductors 9.7%
Period ended 58 days ago
Filed May 15, 2026 · 13d
52 quarters · since Jun 2013

Portfolio Concentration

5,189 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
5.0%
+0.0 pts
Top 5
19.3%
−1.1 pts
Top 10
27.9%
−1.1 pts
HHI
113
Jun 2023 → Mar 2026 · range 113 – 283
Diversified −7

Portfolio Trend

52 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 28.2% $349,818,296,673
Financial Services 13.0% $161,298,884,304
Healthcare 10.1% $125,436,633,516
Consumer Cyclical 10.0% $124,281,920,797
Industrials 9.5% $117,451,760,094
Communication Services 8.0% $99,173,410,473
Consumer Defensive 5.2% $64,100,853,275
Energy 4.9% $60,497,963,376
Unclassified 4.2% $52,213,761,189
Utilities 2.6% $32,326,188,610
Basic Materials 2.5% $30,985,873,050
Real Estate 1.8% $21,891,807,171

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value
OPEN +51,188,766 102,774,968 $480,986,845
VALE +33,462,227 46,025,401 $732,264,126
SAN +21,969,770 78,079,188 $880,733,235
GRAB +21,013,309 133,501,940 $488,617,092
NU +20,277,682 141,628,383 $2,035,199,856
NVDA +19,220,362 342,954,346 $59,811,237,934
AUR +14,702,733 192,442,063 $792,861,295
AAPL +13,991,687 244,474,722 $62,045,239,682
FITB +13,798,408 24,776,241 $1,151,104,148
NFLX +13,668,151 99,018,124 $9,520,592,610
CRM +12,666,457 31,675,603 $5,912,884,800
AMZN +12,345,516 173,925,856 $36,223,538,016
SPXX +11,997,085 12,227,809 $196,500,889
SPY +11,178,224 40,502,730 $26,340,545,421
ITUB +9,198,791 12,179,414 $102,063,486
HDB +9,116,744 30,807,471 $766,489,871
VZ +9,070,852 74,068,170 $3,718,222,126
PBR +8,431,288 20,519,121 $425,771,758
HBAN +8,208,452 34,521,184 $540,256,519
B +8,075,667 23,431,914 $955,787,767
SOFI +7,935,401 21,258,767 $337,589,212
QXO +7,504,983 74,634,716 $1,449,406,180
STLA +7,180,456 16,099,306 $114,144,077
IQ +7,007,662 14,795,470 $19,973,880
EVGO +6,498,912 9,178,776 $15,787,491

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value
ABEV 35,141,322 10,321,306 $30,138,209
RPRX 11,702,436 43,571,633 $2,090,131,227
AVTR 11,370,131 6,098,287 $47,810,565
INTC 11,259,882 53,989,387 $2,382,551,638
IOT 10,651,348 8,417,014 $266,735,168
KVYO 9,479,400 5,067,690 $98,617,244
CNM 9,151,179 5,435,680 $268,522,583
PLUG 8,960,196 5,719,421 $12,925,887
INFY 8,174,618 42,752,938 $577,592,185
FCX 8,034,589 26,227,652 $1,541,661,378
ALIT 7,787,474 2,079,155 $1,212,143
FSLY 6,879,737 1,459,497 $42,412,977
ABT 6,625,937 30,101,596 $3,090,530,851
ROIV 6,531,228 51,828,325 $1,435,644,595
SLV 5,847,704 12,225,525 $833,047,270
QS 5,767,618 5,358,879 $34,189,644
IBN 5,655,120 48,117,738 $1,246,249,407
SU 5,369,347 7,508,552 $496,390,369
CWAN 5,308,699 2,546,987 $60,236,236
YMM 5,257,205 9,512,637 $78,954,884
ACHR 5,242,320 10,475,202 $54,156,790
DELL 5,235,786 6,647,871 $1,091,115,060
BTBT 5,229,911 1,291,460 $1,691,809
MPT 5,220,570 6,734,293 $31,179,773
CMG 5,079,573 18,030,236 $577,147,844

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value
AZN 6,969,314 $1,374,488,098
AMCR 5,261,194 $209,132,457
SUNB 2,812,539 $183,068,161
QGEN 4,190,913 $167,804,153
PNFP 1,627,480 $140,191,118
INDV 3,505,817 $106,857,299
VSNT 1,803,757 $66,775,075
EQPT 1,232,476 $25,105,530
MDA 724,923 $18,355,048
ASST 1,513,010 $15,160,355
ATAI 3,852,772 $13,638,809
AWP 1,046,205 $11,560,564
FPS 322,518 $9,440,099
DFTX 438,573 $8,289,025
HSLV 1,080,097 $6,350,969
YSS 283,663 $6,288,805
BOBS 423,159 $4,972,117
GSOL 768,303 $4,709,697
GENB 337,302 $4,216,275
PAYP 157,762 $3,366,641
MANE 51,690 $3,264,222
SCZM 317,506 $2,721,024
FSOL 260,646 $2,541,298
JAN 104,643 $2,466,434
GGR 691,340 $2,405,863

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value
AGL 53,877,223 $928,035,162
EXAS 3,250,329 $330,103,408
BXMX 12,037,265 $176,947,793
FUBO 1,892,608 $57,232,462
NGD 4,620,607 $40,245,482
XFLT 1,672,500 $40,140,000
TGNA 1,888,199 $36,649,937
DIAX 1,714,813 $26,168,044
COOK 396,840 $21,429,360
PIPR 204,613 $17,377,264
ADV 523,792 $11,523,424
BBUC 285,373 $10,239,179
XLO 839,850 $7,525,056
GRTUF 92,679 $5,485,667
TVGN 250,258 $4,141,769
RVPH 337,315 $1,888,964
DVS 285,175 $1,257,620
MODD 53,000 $578,760
FWDI 82,930 $548,166
ORGN 82,173 $522,620
KXIN 5,679 $442,110
ANEB 399,404 $403,397
NOTE 187,949 $276,285
CMCT 6,607 $245,119
ZNB 2,035 $118,030

Portfolio Positions

Export CSV View 13F filing
5,189 positions · $1,239,477,352,528 total · as of Mar 31, 2026
Showing 51–100 of 5,189 positions by value · page 2 of 104
Ticker Company Shares Value (USD) % of Portfolio Action
SPOT
Spotify Technology S.A.
Communication Services
8,380,266 $4,063,674,776 0.33% History
LRCX
Lam Research Corp
Technology
18,971,122 $4,053,369,917 0.33% History
UNH
Unitedhealth Group Inc
Healthcare
14,963,569 $4,048,992,124 0.33% History
GE
General Electric Co
Industrials
14,267,249 $4,048,617,237 0.33% History
AMAT
Applied Materials Inc /De
Technology
11,843,881 $4,048,120,075 0.33% History
PM
Philip Morris International Inc.
Consumer Defensive
24,405,704 $4,035,239,093 0.33% History
AXP
American Express Co
Financial Services
12,808,752 $3,874,391,297 0.31% History
BX
Blackstone Inc.
Financial Services
32,494,438 $3,736,535,415 0.30% History
VZ
Verizon Communications Inc
Communication Services
74,068,170 $3,718,222,126 0.30% History
LIN
Linde PLC
Basic Materials
7,358,093 $3,647,848,175 0.29% History
UNP
Union Pacific Corp
Industrials
14,884,882 $3,611,370,065 0.29% History
LMT
Lockheed Martin Corp
Industrials
5,664,857 $3,423,782,917 0.28% History
SPGI
S&P Global Inc.
Financial Services
7,908,180 $3,363,665,269 0.27% History
BLK
BlackRock, Inc.
Financial Services
3,437,546 $3,305,922,353 0.27% History
NET
Cloudflare, Inc.
Technology
15,883,321 $3,277,364,446 0.26% History
DIS
Walt Disney Co
Communication Services
33,798,796 $3,257,527,948 0.26% History
GILD
Gilead Sciences, Inc.
Healthcare
23,299,295 $3,247,222,731 0.26% History
C
Citigroup Inc
Financial Services
27,842,086 $3,157,570,964 0.25% History
ABT
Abbott Laboratories
Healthcare
30,101,596 $3,090,530,851 0.25% History
T
At&T Inc.
Communication Services
105,195,019 $3,049,603,592 0.25% History
TMUS
T-Mobile US, Inc.
Communication Services
14,387,032 $3,021,708,322 0.24% History
SHOP
Shopify Inc.
Technology
24,704,666 $2,930,467,472 0.24% History
ISRG
Intuitive Surgical Inc
Healthcare
6,058,840 $2,793,064,636 0.23% History
CME
Cme Group Inc.
Financial Services
9,406,843 $2,778,311,070 0.22% History
MELI
Mercadolibre Inc
Consumer Cyclical
1,585,256 $2,740,939,319 0.22% History
ADI
Analog Devices Inc
Technology
8,259,494 $2,627,675,411 0.21% History
LOW
Lowes Companies Inc
Consumer Cyclical
11,096,154 $2,621,799,257 0.21% History
KLAC
Kla Corp
Technology
1,773,150 $2,610,803,781 0.21% History
PFE
Pfizer Inc
Healthcare
92,685,370 $2,602,605,180 0.21% History
QCOM
Qualcomm Inc/De
Technology
19,991,313 $2,574,481,280 0.21% History
CRWD
CrowdStrike Holdings, Inc.
Technology
6,557,957 $2,560,291,982 0.21% History
CEG
Constellation Energy Corp
Utilities
8,903,186 $2,486,214,686 0.20% History
COP
Conocophillips
Energy
18,799,873 $2,481,583,236 0.20% History
NOC
Northrop Grumman Corp /De/
Industrials
3,608,738 $2,462,025,404 0.20% History
INTU
Intuit Inc.
Technology
5,688,825 $2,459,734,143 0.20% History
WMB
Williams Companies, Inc.
Energy
33,740,119 $2,455,605,847 0.20% History
NOW
ServiceNow, Inc.
Technology
23,347,995 $2,441,032,867 0.20% History
DE
Deere & Co
Industrials
4,249,565 $2,393,779,957 0.19% History
INTC
Intel Corp
Technology
53,989,387 $2,382,551,638 0.19% History
SRE
Sempra
Utilities
24,349,232 $2,366,014,862 0.19% History
ASML
Asml Holding NV
Technology
1,785,366 $2,358,164,961 0.19% History
TXN
Texas Instruments Inc
Technology
11,887,310 $2,307,802,354 0.19% History
PH
Parker-Hannifin Corp
Industrials
2,554,356 $2,286,761,657 0.18% History
ICE
Intercontinental Exchange, Inc.
Financial Services
14,487,713 $2,278,627,487 0.18% History
ANET
Arista Networks, Inc.
Technology
18,505,177 $2,272,065,623 0.18% History
ACN
Accenture plc
Technology
11,421,529 $2,264,774,977 0.18% History
BKNG
Booking Holdings Inc.
Consumer Cyclical
537,501 $2,263,051,093 0.18% History
APP
AppLovin Corp
Communication Services
5,604,841 $2,230,726,718 0.18% History
SBUX
Starbucks Corp
Consumer Cyclical
24,863,710 $2,227,539,768 0.18% History
APH
Amphenol Corp /De/
Technology
17,512,450 $2,212,698,045 0.18% History
Page 2 of 104