Q2 2026 13F · SEC CIK 895421

Morgan Stanley

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.89T
Reported positions: 8,221
Top holdings a year, 3 yrs: +25.9%
Assets under management: $1.96T

Morgan Stanley is a wealth manager that reported 8,221 positions worth $1.89T in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Nvidia Corporation (NVDA, 3.8%), Apple Inc (AAPL, 3.7%), Microsoft Corp (MSFT, 2.5%). A portfolio copying its top holdings returned 25.9% a year over the last 3 years, against 22.9% for the S&P 500.

Morgan Stanley holdings largest 50 of 8,221 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Morgan Stanley 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	3.8%	3.6%	356,420,089	+3.9%	$71.3B
AAPLApple Inc	3.7%	3.7%	242,614,238	-0.8%	$70.2B
MSFTMicrosoft Corp	2.5%	2.8%	127,674,661	+2.2%	$47.6B
GOOGLAlphabet Inc	2.3%	2.1%	120,511,301	-0.4%	$43.1B
AMZNAmazon Com Inc	2.3%	2.2%	179,376,541	+3.1%	$42.8B
AVGOBroadcom Inc	1.6%	1.4%	79,037,987	+4.1%	$29.9B
GOOGAlphabet Inc	1.4%	1.2%	72,425,149	+1.1%	$25.6B
SPYState Str Spdr S&p 500 ETF T	1.3%	1.6%	32,285,648	-20.3%	$24.1B
METAMeta Platforms Inc	1.2%	1.3%	39,435,817	+3.6%	$22.2B
JPMJpmorgan Chase & Co	1.2%	1.2%	67,092,426	-2.1%	$22.0B
MUMicron Technology Inc	1.1%	0.3%	18,470,449	+9.7%	$21.3B
LLYEli Lilly & Co	1.0%	0.9%	16,226,398	+5.1%	$19.5B
IVVIshares Tr	1.0%	0.9%	24,670,794	+5.5%	$18.5B
VOOVanguard Index Fds	0.9%	0.9%	24,882,329	+2.1%	$17.1B
TSLATesla Inc	0.9%	0.9%	38,872,087	-0.8%	$16.3B
VVisa Inc	0.8%	0.8%	45,960,354	-0.0%	$15.8B
QQQInvesco Qqq Tr	0.8%	0.7%	21,150,784	-1.8%	$15.6B
IWFIshares Tr	0.8%	0.8%	118,891,881	+299.4%	$14.8B
AMDAdvanced Micro Devices Inc	0.7%	—	24,286,371	—	$14.1B
BRK-BBerkshire Hathaway Inc Del	0.7%	0.8%	26,667,029	-0.7%	$13.3B
JNJJohnson & Johnson	0.6%	0.7%	44,808,254	+0.2%	$11.4B
IEMGIshares Inc	0.6%	0.5%	128,282,433	+1.6%	$10.6B
IEFAIshares Tr	0.5%	0.6%	106,642,553	+1.4%	$10.3B
PANWPalo Alto Networks Inc	0.5%	—	29,450,112	—	$10.0B
WMTWalmart Inc	0.5%	0.6%	88,318,921	+2.8%	$10.0B
XOMExxon Mobil Corp	0.5%	0.7%	73,052,280	+1.9%	$10.0B
IWDIshares Tr	0.5%	0.5%	40,662,951	-3.7%	$9.9B
ABBVAbbvie Inc	0.5%	0.5%	38,901,001	+2.3%	$9.8B
AMATApplied Matls Inc	0.5%	—	13,523,832	—	$9.8B
COSTCostco Wholesale Corporation	0.5%	0.6%	10,220,437	+3.3%	$9.6B
CSCOCisco Sys Inc	0.5%	0.4%	80,401,715	+3.4%	$9.4B
BNDVanguard Bd Index Fds	0.5%	0.6%	125,882,099	+0.7%	$9.2B
INTCIntel Corp	0.5%	—	61,516,453	—	$8.6B
LRCXLam Research Corp	0.4%	—	19,217,787	—	$8.3B
CATCaterpillar Inc	0.4%	0.3%	7,504,426	+0.1%	$8.0B
HDHome Depot Inc	0.4%	0.4%	22,603,319	+1.0%	$8.0B
VUGVanguard Index Fds	0.4%	0.4%	89,529,557	+502.3%	$7.7B
VTVVanguard Index Fds	0.4%	0.4%	35,380,683	+5.2%	$7.7B
MAMastercard Incorporated	0.4%	0.5%	15,001,503	-1.1%	$7.7B
TSMTaiwan Semiconductor Manufac	0.4%	—	15,847,816	—	$7.6B
KOCoca Cola Co	0.4%	0.4%	89,824,129	-2.3%	$7.3B
NFLXNetflix Inc.	0.4%	0.6%	99,723,374	+0.7%	$7.1B
GSGoldman Sachs Group Inc	0.4%	0.3%	7,030,974	+3.1%	$7.1B
RSPInvesco Exchange Traded Fd T	0.4%	0.4%	32,501,467	-4.8%	$6.9B
PGProcter & Gamble Co	0.4%	0.4%	47,157,141	-4.2%	$6.9B
GEVGe Vernova Inc	0.4%	0.3%	5,715,959	-10.3%	$6.7B
BACBank of Amer Corp	0.3%	—	114,601,311	—	$6.5B
MRKMerck & Co Inc	0.3%	0.3%	48,641,158	+2.1%	$6.3B
UNHUnitedhealth Group Inc	0.3%	—	14,795,456	—	$6.1B
CVXChevron Corporation	0.3%	0.5%	36,051,004	-2.2%	$6.0B

What Morgan Stanley bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +6.7% /yr; S&P 500 +14.9%
3 years: +25.9% /yr; S&P 500 +22.9%
5 years: +13.3% /yr; S&P 500 +14.1%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.89T	8,221
Q1 2026	$1.66T	8,112
Q4 2025	$1.67T	7,995
Q2 2025	$1.53T	7,881
Q1 2025	$1.40T	7,890
Q4 2024	$1.43T	7,746
Q1 2024	$1.25T	7,611
Q4 2023	$1.13T	7,606
Q3 2023	$982.6B	7,375
Q2 2023	$1.01T	7,412
Q1 2023	$931.8B	7,444
Q4 2022	$879.7B	7,610

Questions about Morgan Stanley's portfolio

What stocks does Morgan Stanley own?

Morgan Stanley's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 8,221 positions worth $1.89T. The largest are Nvidia Corporation (NVDA) at 3.8%, Apple Inc (AAPL) at 3.7%, Microsoft Corp (MSFT) at 2.5%, Alphabet Inc (GOOGL) at 2.3% and Amazon Com Inc (AMZN) at 2.3%.

What did Morgan Stanley buy last quarter?

In Q2 2026, Morgan Stanley added Vanguard Index Fds (VUG) (+502.3% shares), Ishares Tr (IWF) (+299.4% shares) and Micron Technology Inc (MU) (+9.7% shares), compared with its Q1 2026 filing.

What did Morgan Stanley sell last quarter?

In Q2 2026, Morgan Stanley cut from its top 50 Ishares Tr (IWM), cut from its top 50 Nextera Energy Inc (NEE), cut from its top 50 Salesforce Inc (CRM), cut from its top 50 Rtx Corporation (RTX), cut from its top 50 Amgen Inc (AMGN), State Str Spdr S&p 500 ETF T (SPY) (-20.3% shares) and Ge Vernova Inc (GEV) (-10.3% shares), compared with its Q1 2026 filing.

How has Morgan Stanley's portfolio performed?

A portfolio copying Morgan Stanley's 20 largest 13F holdings each quarter, from the day each filing was public, returned +25.9% a year over the last 3 years, against +22.9% for the S&P 500. Over 1 year: +6.7% against +14.9%. Over 5 years: +13.3% a year against +14.1%.

When is Morgan Stanley's next 13F filing due?

13F filings are due 45 days after each quarter ends. Morgan Stanley's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Morgan Stanley manage?

Morgan Stanley reported $1.96T of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.89T.