Morgan Stanley

Latest statistics and disclosures from Morgan Stanley's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Morgan Stanley

Companies in the Morgan Stanley portfolio as of the March 2022 quarterly 13F filing

Morgan Stanley has 8164 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.1 $22B 125M 174.61
Microsoft Corporation (MSFT) 2.9 $21B 68M 308.31
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.5 $18B +46% 40M 451.64
Amazon (AMZN) 2.0 $14B -17% 4.3M 3300.00
Alphabet Cap Stk Cl A (GOOGL) 1.3 $9.4B +5% 3.4M 2781.32
Visa Com Cl A (V) 1.2 $8.7B -5% 39M 221.76
Meta Platforms Cl A (FB) 0.8 $6.0B +20% 27M 222.36
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $5.5B 20M 277.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $5.4B +5% 15M 362.54
JPMorgan Chase & Co. (JPM) 0.8 $5.4B +3% 40M 136.32
Walt Disney Company (DIS) 0.7 $5.1B +12% 37M 140.00
Ishares Tr Core S&p500 Etf (IVV) 0.7 $5.1B +12% 11M 453.69
Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $5.1B +2% 31M 166.00
Thermo Fisher Scientific (TMO) 0.7 $4.9B 8.3M 590.61

Setup an alert

Morgan Stanley will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Procter & Gamble Company (PG) 0.7 $4.8B -8% 32M 152.79
Alphabet Cap Stk Cl C (GOOG) 0.7 $4.7B -30% 1.7M 2793.03
UnitedHealth (UNH) 0.7 $4.7B +5% 9.2M 509.93
Philip Morris International (PM) 0.7 $4.7B +11% 50M 93.93
Johnson & Johnson (JNJ) 0.7 $4.6B +3% 26M 177.23
Uber Technologies (UBER) 0.6 $4.5B 127M 35.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $4.4B 12M 352.91
Shopify Cl A (SHOP) 0.6 $4.4B +8% 6.4M 675.98
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $4.2B +24% 53M 79.56
Mastercard Incorporated Cl A (MA) 0.6 $4.2B -38% 12M 357.38
Tesla Motors (TSLA) 0.6 $4.1B +9% 3.8M 1077.60
NVIDIA Corporation (NVDA) 0.6 $4.0B +217% 15M 272.86
Vanguard Index Fds Value Etf (VTV) 0.6 $4.0B +9% 27M 148.47
Danaher Corporation (DHR) 0.6 $4.0B 14M 293.38
Block Cl A (SQ) 0.5 $3.8B -3% 28M 135.60
Home Depot (HD) 0.5 $3.6B +4% 12M 299.32
MercadoLibre (MELI) 0.5 $3.6B +378% 3.0M 1189.71
Cloudflare Cl A Com (NET) 0.5 $3.6B +3% 30M 119.66
salesforce (CRM) 0.5 $3.5B 17M 212.32
Snowflake Cl A (SNOW) 0.5 $3.5B +3% 15M 229.13
Abbott Laboratories (ABT) 0.5 $3.5B +4% 30M 118.33
Amgen (AMGN) 0.5 $3.5B +43% 14M 241.85
Servicenow (NOW) 0.5 $3.5B -14% 6.2M 556.90
Ishares Tr Russell 2000 Etf (IWM) 0.5 $3.4B -10% 17M 205.27
Chevron Corporation (CVX) 0.5 $3.4B -4% 22M 153.85
Accenture Plc Ireland Shs Class A (ACN) 0.5 $3.4B +2% 10M 337.23
Adobe Systems Incorporated (ADBE) 0.4 $3.2B 7.0M 455.62
Coca-Cola Company (KO) 0.4 $3.2B +5% 51M 62.00
Abbvie (ABBV) 0.4 $3.1B 19M 162.13
Costco Wholesale Corporation (COST) 0.4 $3.0B -16% 5.1M 575.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $2.9B +12% 7.0M 414.97
Ishares Core Msci Emkt (IEMG) 0.4 $2.8B +15% 51M 55.58
Doordash Cl A (DASH) 0.4 $2.7B +94% 24M 113.40
The Trade Desk Com Cl A (TTD) 0.4 $2.7B +84% 39M 69.24
Exxon Mobil Corporation (XOM) 0.4 $2.6B +47% 32M 82.59
Blackstone Group Inc Com Cl A (BX) 0.4 $2.6B -2% 20M 130.00
Spdr Gold Tr Gold Shs (GLD) 0.4 $2.6B +11% 14M 180.65
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $2.6B +74% 25M 104.26
Bank of America Corporation (BAC) 0.4 $2.5B +5% 62M 41.22
Datadog Cl A Com (DDOG) 0.4 $2.5B +23% 17M 151.50
Pepsi (PEP) 0.4 $2.5B +15% 15M 167.38
Raytheon Technologies Corp (RTX) 0.4 $2.5B +6% 25M 99.04
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $2.5B +413% 19M 132.08
Nike CL B (NKE) 0.4 $2.5B +7% 19M 134.59
Pfizer (PFE) 0.3 $2.5B 47M 51.77
Automatic Data Processing (ADP) 0.3 $2.5B -22% 11M 227.49
Coupang Cl A (CPNG) 0.3 $2.4B +781% 137M 17.80
Honeywell International (HON) 0.3 $2.4B +2% 12M 194.50
Broadcom (AVGO) 0.3 $2.4B +30% 3.8M 629.68
Qualcomm (QCOM) 0.3 $2.4B +19% 16M 152.81
CVS Caremark Corporation (CVS) 0.3 $2.3B +2% 23M 101.22
McDonald's Corporation (MCD) 0.3 $2.3B +10% 9.3M 247.30
Nextera Energy (NEE) 0.3 $2.3B -2% 27M 84.70
Verizon Communications (VZ) 0.3 $2.3B +8% 45M 50.94
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $2.3B +5% 9.9M 227.66
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $2.3B 29M 77.59
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $2.2B +10% 21M 107.88
Baxter International (BAX) 0.3 $2.2B +11% 29M 77.51
Intercontinental Exchange (ICE) 0.3 $2.2B +32% 17M 132.12
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $2.2B +13% 46M 47.96
Wal-Mart Stores (WMT) 0.3 $2.2B +2% 15M 148.92
Merck & Co (MRK) 0.3 $2.1B -3% 26M 82.05
Royalty Pharma Shs Class A (RPRX) 0.3 $2.1B +5% 54M 38.92
Becton, Dickinson and (BDX) 0.3 $2.1B -14% 7.8M 265.94
Bristol Myers Squibb (BMY) 0.3 $2.0B +12% 28M 73.03
Unity Software (U) 0.3 $2.0B +114% 20M 99.23
Veeva Sys Cl A Com (VEEV) 0.3 $2.0B -30% 9.3M 212.17
Comcast Corp Cl A (CMCSA) 0.3 $2.0B +2% 42M 46.81
American Express Company (AXP) 0.3 $2.0B +5% 10M 187.01
Cisco Systems (CSCO) 0.3 $1.9B -12% 35M 55.76
Palo Alto Networks (PANW) 0.3 $1.9B +2% 3.1M 622.53
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.8B +9% 12M 157.71
Roblox Corp Cl A (RBLX) 0.3 $1.8B +112% 40M 46.20
Asml Holding N V N Y Registry Shs (ASML) 0.3 $1.8B +108% 2.8M 667.27
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $1.8B +5% 12M 155.73
Lockheed Martin Corporation (LMT) 0.3 $1.8B 4.0M 441.43
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.7B +8% 38M 46.13
Crown Castle Intl (CCI) 0.2 $1.7B 9.4M 184.58
BlackRock (BLK) 0.2 $1.7B -2% 2.3M 764.15
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $1.7B +2% 6.4M 268.27
Select Sector Spdr Tr Financial (XLF) 0.2 $1.7B +4% 44M 38.32
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $1.7B +10% 11M 160.00
Medtronic SHS (MDT) 0.2 $1.7B +15% 15M 110.93
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $1.7B +6% 15M 107.10
Ishares Tr Tips Bd Etf (TIP) 0.2 $1.6B +30% 13M 124.57
Icici Bank Adr (IBN) 0.2 $1.6B +40% 86M 18.94
Airbnb Com Cl A (ABNB) 0.2 $1.6B +160% 9.3M 171.77
Spotify Technology S A SHS (SPOT) 0.2 $1.6B -44% 11M 151.00
Bill Com Holdings Ord (BILL) 0.2 $1.6B +1713% 6.9M 226.79
Netflix (NFLX) 0.2 $1.5B +5% 4.1M 374.60
Zoominfo Technologies Com Cl A (ZI) 0.2 $1.5B +126% 25M 59.78
Citigroup Com New (C) 0.2 $1.5B +17% 28M 53.40
Union Pacific Corporation (UNP) 0.2 $1.5B +7% 5.5M 273.21
Select Sector Spdr Tr Technology (XLK) 0.2 $1.5B +15% 9.5M 158.91
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.5B +4% 20M 73.60
Twitter (TWTR) 0.2 $1.5B -49% 38M 38.69
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.2 $1.5B +36% 29M 50.27
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $1.4B +30% 11M 136.94
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $1.4B +5% 6.0M 237.83
Intel Corporation (INTC) 0.2 $1.4B +3% 28M 49.56
Paypal Holdings (PYPL) 0.2 $1.4B 12M 115.65
Lauder Estee Cos Cl A (EL) 0.2 $1.4B +34% 5.1M 272.42
Zoom Video Communications In Cl A (ZM) 0.2 $1.3B -7% 12M 117.21
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $1.3B 3.8M 346.83
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $1.3B +5% 23M 57.59
Sea Sponsord Ads (SE) 0.2 $1.3B +32% 11M 119.79
Select Sector Spdr Tr Energy (XLE) 0.2 $1.3B +16% 17M 76.44
Fidelity National Information Services (FIS) 0.2 $1.3B +35% 13M 100.41
Lowe's Companies (LOW) 0.2 $1.3B +9% 6.2M 202.19
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $1.2B +17% 28M 45.15
Roper Industries (ROP) 0.2 $1.2B -15% 2.6M 472.45
Hdfc Bank Sponsored Ads (HDB) 0.2 $1.2B +13% 20M 61.33
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $1.2B +18% 14M 83.24
At&t (T) 0.2 $1.2B -23% 51M 23.63
Boeing Company (BA) 0.2 $1.2B +2% 6.2M 191.50
Deere & Company (DE) 0.2 $1.2B +15% 2.9M 415.44
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $1.2B -54% 14M 82.30
Snap Cl A (SNAP) 0.2 $1.2B -41% 32M 35.99
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $1.2B 7.2M 161.40
Advanced Micro Devices (AMD) 0.2 $1.2B +60% 11M 109.34
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.2 $1.1B +16% 60M 19.02
International Business Machines (IBM) 0.2 $1.1B -26% 8.8M 130.03
Zoetis Cl A (ZTS) 0.2 $1.1B -19% 6.1M 188.56
Eli Lilly & Co. (LLY) 0.2 $1.1B +3% 4.0M 286.42
Prologis (PLD) 0.2 $1.1B +5% 7.0M 161.52
Agilon Health (AGL) 0.2 $1.1B +471% 44M 25.37
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $1.1B -48% 9.3M 120.92
Grab Holdings Class A Ord (GRAB) 0.2 $1.1B NEW 320M 3.50
Starbucks Corporation (SBUX) 0.2 $1.1B -6% 12M 90.97
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $1.1B -41% 10M 108.80
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $1.1B -8% 14M 77.57
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $1.1B -3% 9.0M 119.08
Goldman Sachs (GS) 0.2 $1.1B +16% 3.2M 329.97
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $1.0B +11% 11M 95.39
S&p Global (SPGI) 0.1 $1.0B +56% 2.5M 410.18
Realty Income (O) 0.1 $1.0B +142% 15M 69.17
Mongodb Cl A (MDB) 0.1 $1.0B -38% 2.3M 445.95
Northrop Grumman Corporation (NOC) 0.1 $1.0B +32% 2.3M 447.31
Intuitive Surgical Com New (ISRG) 0.1 $1.0B -13% 3.4M 301.69
Ishares Msci Jpn Etf New (EWJ) 0.1 $1.0B +5% 17M 61.60
Carlyle Group (CG) 0.1 $1.0B +26% 20M 50.00
Caterpillar (CAT) 0.1 $1000M -11% 4.5M 222.82
Chewy Cl A (CHWY) 0.1 $997M +247% 21M 47.62
American Tower Reit (AMT) 0.1 $987M -8% 3.9M 251.20
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $977M +113% 13M 75.91
Coinbase Global Com Cl A (COIN) 0.1 $977M +653% 5.1M 189.83
Wayfair Cl A (W) 0.1 $960M +14% 8.5M 112.55
Ark Etf Tr Innovation Etf (ARKK) 0.1 $955M +25% 14M 70.00
Stryker Corporation (SYK) 0.1 $949M +13% 3.6M 267.21
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $935M +13% 8.3M 112.19
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $923M -20% 9.2M 100.49
Ishares Tr Core Div Grwth (DGRO) 0.1 $919M +18% 18M 51.95
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $916M +30% 9.0M 101.35
Ishares Gold Tr Ishares New (IAU) 0.1 $914M -2% 25M 36.83
Spdr Ser Tr S&p Biotech (XBI) 0.1 $896M +151% 10M 89.89
Exelon Corporation (EXC) 0.1 $893M +33% 19M 47.65
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $893M -4% 14M 62.27
Wells Fargo & Company (WFC) 0.1 $890M -8% 18M 48.46
Otis Worldwide Corp (OTIS) 0.1 $889M +346% 12M 77.16
American Electric Power Company (AEP) 0.1 $851M +38% 8.5M 99.80
Carvana Cl A (CVNA) 0.1 $850M +9% 7.2M 118.52
Eaton Corp SHS (ETN) 0.1 $848M +48% 5.6M 151.78
Texas Instruments Incorporated (TXN) 0.1 $826M -5% 4.5M 183.47
Trip Com Group Ads (TCOM) 0.1 $825M -21% 36M 23.12
Target Corporation (TGT) 0.1 $814M +21% 3.8M 212.25
Metropcs Communications (TMUS) 0.1 $813M +15% 6.3M 128.34
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $805M -12% 16M 48.95
Spdr Ser Tr S&p Regl Bkg (KRE) 0.1 $805M +43% 12M 68.80
Gilead Sciences (GILD) 0.1 $803M +22% 14M 59.45
Ishares Tr Select Divid Etf (DVY) 0.1 $802M +9% 6.3M 128.13
Iqvia Holdings (IQV) 0.1 $802M +17% 3.5M 231.18
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $789M -17% 3.1M 255.75
ConocoPhillips (COP) 0.1 $784M -12% 7.8M 100.03
Mondelez Intl Cl A (MDLZ) 0.1 $782M +21% 13M 62.78
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $765M -5% 1.8M 415.71
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $727M +59% 15M 49.00
Anthem (ANTM) 0.1 $727M -5% 1.5M 491.38
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $725M +13% 5.7M 128.34
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $715M +16% 5.3M 134.67
Oracle Corporation (ORCL) 0.1 $713M -30% 8.6M 82.73
Dow (DOW) 0.1 $711M +21% 11M 63.67
Valero Energy Corporation (VLO) 0.1 $708M +32% 7.0M 101.56
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $701M +24% 6.7M 104.03
Ishares Tr Short Treas Bd (SHV) 0.1 $699M -9% 6.3M 110.25
10x Genomics Cl A Com (TXG) 0.1 $698M +114% 9.3M 75.00
Broadridge Financial Solutions (BR) 0.1 $696M +610% 4.5M 155.93
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $696M +60% 9.3M 74.47
Moody's Corporation (MCO) 0.1 $694M +2% 2.1M 337.44
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $689M +54% 23M 29.70
Ally Financial (ALLY) 0.1 $676M +4% 16M 43.67
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $673M +6% 3.6M 185.00
Illumina (ILMN) 0.1 $665M -7% 1.9M 349.37
Shaw Communications Cl B Conv (SJR) 0.1 $659M +180% 21M 31.04
Globant S A (GLOB) 0.1 $659M +56% 2.5M 262.16
Waste Management (WM) 0.1 $649M +10% 4.1M 158.44
Ishares Tr Core Total Usd (IUSB) 0.1 $647M +27% 13M 49.63
Sherwin-Williams Company (SHW) 0.1 $644M -12% 2.6M 249.81
Apollo Global Mgmt (APO) 0.1 $644M NEW 11M 60.00
Freeport-mcmoran CL B (FCX) 0.1 $639M -17% 13M 49.74
Emerson Electric (EMR) 0.1 $637M -26% 6.5M 98.02
Ball Corporation (BLL) 0.1 $635M +26% 7.1M 89.99
3M Company (MMM) 0.1 $622M -29% 4.2M 148.87
Air Products & Chemicals (APD) 0.1 $618M +27% 2.5M 249.85
Charles Schwab Corporation (SCHW) 0.1 $608M +6% 7.2M 84.31
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $607M +27% 8.2M 73.89
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $602M -5% 1.8M 333.33
Duke Energy Corp Com New (DUK) 0.1 $600M -7% 5.4M 111.64
Applied Materials (AMAT) 0.1 $599M -17% 4.5M 131.80
Ishares Tr National Mun Etf (MUB) 0.1 $597M +39% 5.4M 109.64
Citizens Financial (CFG) 0.1 $590M +7% 13M 45.31
Farfetch Ord Sh Cl A (FTCH) 0.1 $584M +16% 39M 15.12
MetLife (MET) 0.1 $579M -16% 8.2M 70.26
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.1 $576M +68% 21M 28.00
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $572M +27% 11M 53.11
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $572M +29% 48M 11.88
United Parcel Service CL B (UPS) 0.1 $572M -2% 2.7M 214.45
Simon Property (SPG) 0.1 $565M -2% 4.3M 131.55
Sba Communications Corp Cl A (SBAC) 0.1 $558M +67% 1.6M 343.75
Okta Cl A (OKTA) 0.1 $551M -64% 3.6M 151.00
SVB Financial (SIVB) 0.1 $551M +6% 985k 559.52
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $549M +14% 1.1M 490.45
Enterprise Products Partners (EPD) 0.1 $546M -8% 18M 30.00
TJX Companies (TJX) 0.1 $543M +2% 9.0M 60.59
Ishares Tr Mbs Etf (MBB) 0.1 $533M -5% 5.2M 101.87
Linde SHS (LIN) 0.1 $531M -15% 1.7M 319.44
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.1 $528M +29% 6.2M 85.65
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $526M -28% 10M 51.71
Ameriprise Financial (AMP) 0.1 $524M +48% 1.7M 300.23
Prudential Financial (PRU) 0.1 $523M +2% 4.4M 118.25
Booking Holdings (BKNG) 0.1 $517M +3% 220k 2348.51
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $515M 6.7M 77.27
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $514M 5.8M 89.04
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $513M -28% 7.6M 67.19
Constellation Brands Cl A (STZ) 0.1 $509M +31% 2.2M 230.35
Sempra Energy (SRE) 0.1 $505M 3.0M 168.10
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $504M -2% 4.6M 109.64

Past Filings by Morgan Stanley

SEC 13F filings are viewable for Morgan Stanley going back to 2011

View all past filings