Morgan Stanley holds a diversified book of 8287 stocks worth $1.7T as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Alphabet Inc-CL A. Their largest long position is Apple Inc at 4% of the equity book. Cloning the disclosed picks since 2013 would be +292% (+11.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 7.4 points over this window.
Growth of $10,000 cloning Morgan Stanley's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
74% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Morgan Stanley
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.9T |
| FMR LLC | 80 / 80 | $960.8B |
| JPMORGAN CHASE & CO | 80 / 80 | $720.8B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $599.6B |
| NORTHERN TRUST CORP | 80 / 80 | $403.4B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $353.1B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 80 / 80 | $274.8B |
| Bank of New York Mellon Corp | 80 / 80 | $270.2B |
Ranked by how many of Morgan Stanley's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $62.0B | 244.47M | 3.7% | ▲+6.1% Added · +14.0M sh | |
| 2 | Nvidia Corporation COM | $59.8B | 342.95M | 3.6% | ▲+5.9% Added · +19.2M sh | |
| 3 | Microsoft Corp COM | $46.2B | 124.88M | 2.8% | ▲+3.0% Added · +3.7M sh | |
| 4 | Amazon Com Inc COM | $36.2B | 173.93M | 2.2% | ▲+7.6% Added · +12.3M sh | |
| 5 | Alphabet Inc CAP STK CL A | $34.8B | 120.96M | 2.1% | ▼−0.7% Reduced · −839K sh | |
| 6 | State STR SPDR S&P 500 ETF T TR UNIT | $26.3B | 40.50M | 1.6% | ▲+38% Added · +11.2M sh | |
| 7 | Broadcom Inc COM | $23.5B | 75.94M | 1.4% | ▲+4.1% Added · +3.0M sh | |
| 8 | Meta Platforms Inc CL A | $21.8B | 38.08M | 1.3% | ▲+1.4% Added · +526K sh | |
| 9 | Alphabet Inc CAP STK CL C | $20.6B | 71.67M | 1.2% | ▼−0.2% Reduced · −174K sh | |
| 10 | JPMorgan Chase & Co COM | $20.2B | 68.54M | 1.2% | ▲+3.3% Added · +2.2M sh | |
| 11 | Ishares TR CORE S&P500 ETF | $15.3B | 23.38M | 0.9% | ▼−2.7% Reduced · −646K sh | |
| 12 | Tesla Inc COM | $14.6B | 39.18M | 0.9% | ▲+9.5% Added · +3.4M sh | |
| 13 | Vanguard Index FDS S&P 500 ETF SHS | $14.6B | 24.37M | 0.9% | ▼−0.8% Reduced · −203K sh | |
| 14 | Eli Lilly & Co COM | $14.2B | 15.44M | 0.9% | ▼−1.0% Reduced · −156K sh | |
| 15 | Visa Inc COM CL A | $13.9B | 45.98M | 0.8% | ▼−1.9% Reduced · −883K sh | |
| 16 | Berkshire Hathaway Inc Del CL B NEW | $12.9B | 26.85M | 0.8% | ▲+2.2% Added · +574K sh | |
| 17 | Ishares TR RUS 1000 GRW ETF | $12.7B | 29.76M | 0.8% | ▲+7.7% Added · +2.1M sh | |
| 18 | Invesco QQQ TR UNIT SER 1 | $12.4B | 21.54M | 0.7% | ▲+34% Added · +5.5M sh | |
| 19 | Exxon Mobil Corp COM | $12.2B | 71.72M | 0.7% | ▼−3.7% Reduced · −2.7M sh | |
| 20 | Johnson & Johnson COM | $10.9B | 44.72M | 0.7% | ▼−3.5% Reduced · −1.6M sh | |
| 21 | Walmart Inc COM | $10.7B | 85.91M | 0.6% | ▲+1.9% Added · +1.6M sh | |
| 22 | Costco Wholesale Corporation COM | $9.9B | 9.90M | 0.6% | ▲+3.9% Added · +375K sh | |
| 23 | Netflix Inc. COM | $9.5B | 99.02M | 0.6% | ▲+16% Added · +13.7M sh | |
| 24 | Ishares TR CORE MSCI EAFE | $9.5B | 105.16M | 0.6% | ▲+0.3% Added · +274K sh | |
| 25 | Vanguard BD Index FDS TOTAL BND MRKT | $9.2B | 125.02M | 0.6% | ▲+0.1% Added · +89K sh | |
| 26 | Ishares TR RUS 1000 VAL ETF | $9.0B | 42.23M | 0.5% | ▲+6.5% Added · +2.6M sh | |
| 27 | Ishares Inc CORE MSCI EMKT | $8.8B | 126.26M | 0.5% | ▲+23% Added · +23.5M sh | |
| 28 | Abbvie Inc COM | $8.3B | 38.02M | 0.5% | ▼−5.0% Reduced · −2.0M sh | |
| 29 | Chevron Corporation COM | $7.6B | 36.85M | 0.5% | ▲+1.5% Added · +541K sh | |
| 30 | Mastercard Incorporated CL A | $7.6B | 15.16M | 0.5% | ▼−5.5% Reduced · −884K sh | |
| 31 | Ishares TR RUSSELL 2000 ETF | $7.4B | 29.76M | 0.4% | ▲+74% Added · +12.6M sh | |
| 32 | Home Depot Inc COM | $7.4B | 22.37M | 0.4% | ▲+1.1% Added · +256K sh | |
| 33 | Procter & Gamble Co COM | $7.1B | 49.22M | 0.4% | ▲+0.8% Added · +393K sh | |
| 34 | Coca Cola Co COM | $7.0B | 91.89M | 0.4% | ▼−1.4% Reduced · −1.3M sh | |
| 35 | Vanguard Index FDS VALUE ETF | $6.6B | 33.65M | 0.4% | ▲+1.4% Added · +474K sh | |
| 36 | Invesco Exchange Traded FD T S&P500 EQL WGT | $6.6B | 34.15M | 0.4% | ▲+8.9% Added · +2.8M sh | |
| 37 | Vanguard Index FDS GROWTH ETF | $6.5B | 14.86M | 0.4% | ▲+3.3% Added · +478K sh | |
| 38 | Cisco Sys Inc COM | $6.0B | 77.73M | 0.4% | ▲+3.2% Added · +2.4M sh | |
| 39 | NextEra Energy Inc COM | $6.0B | 64.75M | 0.4% | ▼−1.4% Reduced · −919K sh | |
| 40 | Salesforce Inc COM | $5.9B | 31.68M | 0.4% | ▲+67% Added · +12.7M sh | |
| 41 | RTX Corporation COM | $5.8B | 30.12M | 0.4% | ▲+1.1% Added · +340K sh | |
| 42 | Goldman Sachs Group Inc COM | $5.8B | 6.82M | 0.3% | ▼−8.7% Reduced · −646K sh | |
| 43 | Merck & Co Inc COM | $5.7B | 47.63M | 0.3% | ▲+6.0% Added · +2.7M sh | |
| 44 | Micron Technology Inc COM | $5.7B | 16.84M | 0.3% | ▲+2.7% Added · +445K sh | |
| 45 | Amgen Inc COM | $5.6B | 15.84M | 0.3% | ▲+0.6% Added · +92K sh | |
| 46 | Ge Vernova Inc COM | $5.6B | 6.37M | 0.3% | ▲+5.2% Added · +315K sh | |
| 47 | Uber Technologies Inc COM | $5.5B | 77.07M | 0.3% | ▼−3.9% Reduced · −3.1M sh | |
| 48 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $5.4B | 84.62M | 0.3% | ▼−6.5% Reduced · −5.9M sh | |
| 49 | Thermo Fisher Scientific Inc COM | $5.3B | 10.86M | 0.3% | ▼−8.7% Reduced · −1.0M sh | |
| 50 | Caterpillar Inc COM | $5.3B | 7.50M | 0.3% | ▲+6.0% Added · +425K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/895421/holdings"
Use Arkolith to show MORGAN STANLEY's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45,985 | $1.7T | 13F-HR |
| Q4 2025 | Dec 31, 2025 | May 27, 2026 | 45,419 | $1.7T | 13F-HR/A |
| Q3 2025 | Sep 30, 2025 | May 27, 2026 | 45,054 | $1.7T | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Aug 15, 2025 | 44,865 | $1.5T | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 44,800 | $1.4T | 13F-HR |
| Q4 2024 | Dec 31, 2024 | May 15, 2025 | 44,603 | $1.4T | 13F-HR/A |
| Q3 2024 | Sep 30, 2024 | May 14, 2025 | 44,789 | $1.4T | 13F-HR/A |
| Q2 2024 | Jun 30, 2024 | May 14, 2025 | 47,058 | $1.3T | 13F-HR/A |
| Q1 2024 | Mar 31, 2024 | Oct 17, 2024 | 46,944 | $1.2T | 13F-HR/A |
| Q4 2023 | Dec 31, 2023 | Aug 16, 2024 | 44,919 | $1.1T | 13F-HR/A |
| Q3 2023 | Sep 30, 2023 | Nov 15, 2023 | 43,247 | $983.4B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 42,924 | $1.0T | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 44,083 | $932.6B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 43,935 | $880.5B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.