Institution ranking
Morgan Stanley
Jun 30, 2026 holdings · filed Aug 13, 2026
- 13F value
- $1.9T
- Rank by value
- No. 6 of 8,003
- Stocks held
- 8,221
Morgan Stanley, quarter by quarter
Each quarter-end holding held to the next quarter end · 8 quarters
Above the S&P 500 in 2 of 8 quarters
Morgan StanleyS&P 500
- Q3 2024+1.1%+2.3%
- Q4 2024−3.5%−4.8%
- Q1 2025+9.6%+10.6%
- Q2 2025+6.8%+7.7%
- Q3 2025+1.6%+2.6%
- Q4 2025−3.2%−4.6%
- Q1 2026+12.6%+14.6%
- Q2 2026+1.0%+2.5%
How it invests
Jun 30, 2026 holdings
- Diversified11.1%
The top 3 stocks make up only 11.1%, under 40%.
- Leveraged ETFs0.0%
Includes leveraged ETFs (such as SOXL or TQQQ): 0.0%.
- Dividend and income ETFs0.3%
Includes dividend or option-income ETFs (such as SCHD or JEPI): 0.3%.
- Cash-like Treasury ETFs0.0%
Includes short-term Treasury ETFs (such as SGOV): 0.0%.
Top 3 stocks' weight11.1%
ETF weight25.8%
Weight in the 50 US stocks Koreans hold most29.1%
By sector
- Technology29.0%
- Consumer10.7%
- Industrials10.1%
- Financials8.1%
- Health care6.6%
- Utilities2.3%
- Energy2.1%
- Materials2.0%
- Telecom & media1.4%
- Real estate1.3%
- Funds & other0.1%
Holdings
Jun 30, 2026 holdings · largest first
| Stock | Weight | From the quarter before |
|---|---|---|
| Nvidia NVDA | 3.8% | Added |
| Apple AAPL | 3.7% | Trimmed |
| Alphabet GOOG | 3.6% | Added |
| Microsoft MSFT | 2.5% | Added |
| Amazon AMZN | 2.3% | Added |
| Broadcom AVGO | 1.6% | Added |
| SPDR S&P 500 ETF Trust SPY | 1.3% | Trimmed |
| Meta Platforms META | 1.2% | Added |
| Jpmorgan Chase JPM | 1.2% | Trimmed |
| Micron Technology MU | 1.1% | Added |
| ELI Lilly LLY | 1.0% | Added |
| iShares Core S&P 500 ETF IVV | 1.0% | Added |
| Vanguard S&P 500 ETF VOO | 0.9% | Added |
| Tesla TSLA | 0.9% | Trimmed |
| Visa V | 0.8% | Trimmed |
| Invesco QQQ Trust QQQ | 0.8% | Trimmed |
| iShares Russell 1000 Growth ETF IWF | 0.8% | Added |
| Advanced Micro Devices AMD | 0.8% | Added |
| Berkshire Hathaway BRK-A | 0.7% | No prior quarter to compare |
| Johnson & Johnson JNJ | 0.6% | Added |
