Institutional 13F data

Morgan Stanley 13F

See 8,061 stock and ETF positions for Q1 2026, including 3,774 new or increased positions and 3,714 reductions or exits, with the original SEC filing. Put and call options are excluded.

AAPL stock data NVDA stock data MSFT stock data AMZN stock data GOOGL stock data AVGO stock data META stock data JPM stock data TSLA stock data ABG stock data ADBE stock data ALKT stock data AMAT stock data AMBA stock data AMD stock data AMR stock data AN stock data ANET stock data APP stock data ARM stock data ATOM stock data AUPH stock data AUR stock data BKR stock data BL stock data BLK stock data CAR stock data CIEN stock data COIN stock data COST stock data CRCL stock data CRM stock data CRWD stock data CSCO stock data CVX stock data CXM stock data DASH stock data DDOG stock data DELL stock data DIS stock data ECL stock data EXTR stock data FANG stock data FDS stock data FDX stock data GCO stock data GXO stock data HIMS stock data HNI stock data HOOD stock data HPE stock data IBM stock data IFF stock data INTU stock data KMX stock data KN stock data KO stock data LFUS stock data LLY stock data LMAT stock data MA stock data MCD stock data MELI stock data MESO stock data MSTR stock data MU stock data NCLH stock data NET stock data NFLX stock data NKTR stock data NOW stock data OKLO stock data ORCL stock data PAG stock data PANW stock data PLTR stock data PPG stock data QCOM stock data RDW stock data RSG stock data SNDK stock data SNOW stock data SOFI stock data SONO stock data SPGI stock data STAA stock data SYM stock data TSM stock data UBER stock data V stock data VALE stock data VC stock data WBD stock data WGS stock data WMT stock data WRB stock data

13F filing follow-along calculator

If KRW 1,000,000 followed the new and increased positions

Checking current prices and calculating the KRW 1,000,000 result.

Morgan Stanley 13F top holdings

Q1 2026 · 8,061 stock & ETF positions · Filed 2026-05-15 · Data updated 2026-07-07

View original SEC filings ↗

Ranked by quarter-end stock and ETF value reported on Form 13F. Put and call options are excluded. These are not current market values or execution prices.

Reported stock & ETF value: $1.66T
Top 10 concentration: 21.2%

#1AAPLAPPLE INC

Reported value: $62.05B
Portfolio weight: 3.74%

Quarterly change: increased +6.1%

#2NVDANVIDIA CORPORATION

Reported value: $59.81B
Portfolio weight: 3.61%

Quarterly change: increased +5.9%

#3MSFTMICROSOFT CORP

Reported value: $46.23B
Portfolio weight: 2.79%

Quarterly change: increased +3.0%

#4AMZNAMAZON COM INC

Reported value: $36.22B
Portfolio weight: 2.18%

Quarterly change: increased +7.6%

#5GOOGLALPHABET INC

Reported value: $34.78B
Portfolio weight: 2.10%

Quarterly change: decreased -0.7%

SPYSTATE STR SPDR S&P 500 ETF T

Reported value: $26.34B
Portfolio weight: 1.59%

Quarterly change: increased +38.1%

#7AVGOBROADCOM INC

Reported value: $23.5B
Portfolio weight: 1.42%

Quarterly change: increased +4.1%

#8METAMETA PLATFORMS INC

Reported value: $21.79B
Portfolio weight: 1.31%

Quarterly change: increased +1.4%

GOOGALPHABET INC

Reported value: $20.56B
Portfolio weight: 1.24%

Quarterly change: unchanged

#10JPMJPMORGAN CHASE & CO

Reported value: $20.16B
Portfolio weight: 1.22%

Quarterly change: increased +3.3%

#11

IVVISHARES TR

Reported value: $15.27B
Portfolio weight: 0.92%

Quarterly change: decreased -2.7%

#12TSLATESLA INC

Reported value: $14.56B
Portfolio weight: 0.88%

Quarterly change: increased +9.5%

Largest new or increased positions

#1AAPLAPPLE INC

Reported value: $62.05B
Portfolio weight: 3.74%

Quarterly change: increased +6.1%

#2NVDANVIDIA CORPORATION

Reported value: $59.81B
Portfolio weight: 3.61%

Quarterly change: increased +5.9%

#3MSFTMICROSOFT CORP

Reported value: $46.23B
Portfolio weight: 2.79%

Quarterly change: increased +3.0%

#4AMZNAMAZON COM INC

Reported value: $36.22B
Portfolio weight: 2.18%

Quarterly change: increased +7.6%

SPYSTATE STR SPDR S&P 500 ETF T

Reported value: $26.34B
Portfolio weight: 1.59%

Quarterly change: increased +38.1%

#6AVGOBROADCOM INC

Reported value: $23.5B
Portfolio weight: 1.42%

Quarterly change: increased +4.1%

#7METAMETA PLATFORMS INC

Reported value: $21.79B
Portfolio weight: 1.31%

Quarterly change: increased +1.4%

#8JPMJPMORGAN CHASE & CO

Reported value: $20.16B
Portfolio weight: 1.22%

Quarterly change: increased +3.3%

Latest 13F filing snapshot

Reporting period: 2026-03-31
Filed: 2026-05-15
Stock & ETF positions: 8,061
New or increased: 3,774
Reduced or exited: 3,714
Unchanged: 976

Top reported buys

OLOXNXTSBANDPFSA

Counts cover unique stock and ETF positions and exclude put and call options, so they can differ from the SEC information-table row count. Form 13F reports quarter-end holdings and does not reveal every trade date or execution price.

View original SEC filings ↗

Detailed changes for published stocks

2026-03-31 · AAPL · increased +6.1%

Shares: 244,474,722
Share change: 14,055,568
Reported value: $62,045,240,497
Filed: 2026-05-15

AAPL SEC EDGAR ↗

2026-03-31 · ABG · decreased -2.4%

Shares: 168,512
Share change: -4,144
Reported value: $32,928,992
Filed: 2026-05-15

ABG SEC EDGAR ↗

2026-03-31 · ADBE · decreased -8.4%

Shares: 5,676,933
Share change: -520,592
Reported value: $1,379,949,766
Filed: 2026-05-15

ADBE SEC EDGAR ↗

2026-03-31 · ALKT · decreased -15.7%

Shares: 1,465,297
Share change: -272,896
Reported value: $22,961,220
Filed: 2026-05-15

ALKT SEC EDGAR ↗

2026-03-31 · AMAT · increased +3.3%

Shares: 11,843,881
Share change: 378,362
Reported value: $4,048,121,343
Filed: 2026-05-15

AMAT SEC EDGAR ↗

2026-03-31 · AMBA · decreased -20.5%

Shares: 724,655
Share change: -186,861
Reported value: $37,301,706
Filed: 2026-05-15

AMBA SEC EDGAR ↗

2026-03-31 · AMD · decreased -5.0%

Shares: 23,781,608
Share change: -1,251,664
Reported value: $4,837,893,359
Filed: 2026-05-15

AMD SEC EDGAR ↗

2026-03-31 · AMR · increased +10.3%

Shares: 161,308
Share change: 15,063
Reported value: $33,111,814
Filed: 2026-05-15

AMR SEC EDGAR ↗

2026-03-31 · AMZN · increased +7.6%

Shares: 173,925,856
Share change: 12,284,726
Reported value: $36,223,539,022
Filed: 2026-05-15

AMZN SEC EDGAR ↗

2026-03-31 · AN · decreased -2.5%

Shares: 486,837
Share change: -12,483
Reported value: $95,059,823
Filed: 2026-05-15

AN SEC EDGAR ↗

2026-03-31 · ANET · increased +1.8%

Shares: 18,505,177
Share change: 327,204
Reported value: $2,272,065,935
Filed: 2026-05-15

ANET SEC EDGAR ↗

2026-03-31 · APP · increased +0.8%

Shares: 5,604,841
Share change: 44,483
Reported value: $2,230,727,855
Filed: 2026-05-15

APP SEC EDGAR ↗

2026-03-31 · ARM · increased +18.0%

Shares: 4,463,815
Share change: 680,921
Reported value: $675,286,110
Filed: 2026-05-15

ARM SEC EDGAR ↗

2026-03-31 · ATOM · increased +58.8%

Shares: 271,602
Share change: 100,568
Reported value: $1,034,803
Filed: 2026-05-15

ATOM SEC EDGAR ↗

2026-03-31 · AUPH · increased +0.7%

Shares: 2,232,548
Share change: 15,519
Reported value: $33,086,365
Filed: 2026-05-15

AUPH SEC EDGAR ↗

2026-03-31 · AUR · increased +8.3%

Shares: 192,442,063
Share change: 14,748,561
Reported value: $792,861,307
Filed: 2026-05-15

AUR SEC EDGAR ↗

2026-03-31 · AVGO · increased +4.1%

Shares: 75,935,152
Share change: 2,990,722
Reported value: $23,502,689,812
Filed: 2026-05-15

AVGO SEC EDGAR ↗

2026-03-31 · BKR · decreased -3.9%

Shares: 12,955,827
Share change: -525,783
Reported value: $790,953,450
Filed: 2026-05-15

BKR SEC EDGAR ↗

2026-03-31 · BL · decreased -15.0%

Shares: 1,083,687
Share change: -191,239
Reported value: $40,096,448
Filed: 2026-05-15

BL SEC EDGAR ↗

2026-03-31 · BLK · decreased -2.0%

Shares: 3,437,546
Share change: -70,154
Reported value: $3,305,924,153
Filed: 2026-05-15

BLK SEC EDGAR ↗

2026-03-31 · CAR · increased +7.2%

Shares: 2,117,735
Share change: 142,236
Reported value: $308,871,939
Filed: 2026-05-15

CAR SEC EDGAR ↗

2026-03-31 · CIEN · increased +12.7%

Shares: 1,561,554
Share change: 175,969
Reported value: $606,243,238
Filed: 2026-05-15

CIEN SEC EDGAR ↗

2026-03-31 · COIN · decreased -12.7%

Shares: 3,798,533
Share change: -552,593
Reported value: $663,262,404
Filed: 2026-05-15

COIN SEC EDGAR ↗

2026-03-31 · COST · increased +3.9%

Shares: 9,898,711
Share change: 371,559
Reported value: $9,863,376,524
Filed: 2026-05-15

COST SEC EDGAR ↗

2026-03-31 · CRCL · increased +241.0%

Shares: 4,981,737
Share change: 3,520,817
Reported value: $475,307,790
Filed: 2026-05-15

CRCL SEC EDGAR ↗

2026-03-31 · CRM · increased +66.6%

Shares: 31,675,603
Share change: 12,662,636
Reported value: $5,912,885,243
Filed: 2026-05-15

CRM SEC EDGAR ↗

2026-03-31 · CRWD · increased +5.5%

Shares: 6,557,957
Share change: 341,884
Reported value: $2,560,293,239
Filed: 2026-05-15

CRWD SEC EDGAR ↗

2026-03-31 · CSCO · increased +3.2%

Shares: 77,731,032
Share change: 2,410,265
Reported value: $6,031,150,965
Filed: 2026-05-15

CSCO SEC EDGAR ↗

2026-03-31 · CVX · increased +1.5%

Shares: 36,847,021
Share change: 544,537
Reported value: $7,623,649,273
Filed: 2026-05-15

CVX SEC EDGAR ↗

2026-03-31 · CXM · increased +9.6%

Shares: 8,297,791
Share change: 726,814
Reported value: $49,786,747
Filed: 2026-05-15

CXM SEC EDGAR ↗

2026-03-31 · DASH · decreased -17.3%

Shares: 14,503,912
Share change: -3,034,071
Reported value: $2,177,762,573
Filed: 2026-05-15

DASH SEC EDGAR ↗

2026-03-31 · DDOG · increased +25.4%

Shares: 5,062,213
Share change: 1,025,361
Reported value: $597,594,572
Filed: 2026-05-15

DDOG SEC EDGAR ↗

2026-03-31 · DELL · decreased -44.1%

Shares: 6,647,871
Share change: -5,244,564
Reported value: $1,091,115,563
Filed: 2026-05-15

DELL SEC EDGAR ↗

2026-03-31 · DIS · decreased -4.7%

Shares: 33,798,796
Share change: -1,666,887
Reported value: $3,257,528,316
Filed: 2026-05-15

DIS SEC EDGAR ↗

2026-03-31 · ECL · decreased -1.2%

Shares: 7,791,023
Share change: -94,628
Reported value: $2,072,568,806
Filed: 2026-05-15

ECL SEC EDGAR ↗

2026-03-31 · EXTR · unchanged

Shares: 1,794,497
Share change: —
Reported value: $27,061,030
Filed: 2026-05-15

EXTR SEC EDGAR ↗

2026-03-31 · FANG · decreased -2.0%

Shares: 3,751,908
Share change: -76,570
Reported value: $742,090,281
Filed: 2026-05-15

FANG SEC EDGAR ↗

2026-03-31 · FDS · decreased -6.3%

Shares: 1,050,320
Share change: -70,619
Reported value: $227,909,637
Filed: 2026-05-15

FDS SEC EDGAR ↗

2026-03-31 · FDX · decreased -4.9%

Shares: 3,026,686
Share change: -155,949
Reported value: $1,078,046,181
Filed: 2026-05-15

FDX SEC EDGAR ↗

2026-03-31 · GCO · decreased -36.5%

Shares: 208,208
Share change: -119,679
Reported value: $6,035,950
Filed: 2026-05-15

GCO SEC EDGAR ↗

2026-03-31 · GOOGL · decreased -0.7%

Shares: 120,955,598
Share change: -852,658
Reported value: $34,781,992,722
Filed: 2026-05-15

GOOGL SEC EDGAR ↗

2026-03-31 · GXO · increased +80.4%

Shares: 2,254,327
Share change: 1,004,700
Reported value: $116,886,968
Filed: 2026-05-15

GXO SEC EDGAR ↗

2026-03-31 · HIMS · increased +126.2%

Shares: 8,889,088
Share change: 4,959,341
Reported value: $184,537,510
Filed: 2026-05-15

HIMS SEC EDGAR ↗

2026-03-31 · HNI · decreased -8.0%

Shares: 744,732
Share change: -64,759
Reported value: $24,866,636
Filed: 2026-05-15

HNI SEC EDGAR ↗

2026-03-31 · HOOD · increased +6.9%

Shares: 11,420,694
Share change: 737,164
Reported value: $791,454,312
Filed: 2026-05-15

HOOD SEC EDGAR ↗

2026-03-31 · HPE · decreased -10.3%

Shares: 20,358,412
Share change: -2,337,699
Reported value: $484,733,819
Filed: 2026-05-15

HPE SEC EDGAR ↗

2026-03-31 · IBM · increased +32.1%

Shares: 19,630,951
Share change: 4,770,277
Reported value: $4,758,346,855
Filed: 2026-05-15

IBM SEC EDGAR ↗

2026-03-31 · IFF · decreased -1.9%

Shares: 2,577,728
Share change: -49,925
Reported value: $187,014,458
Filed: 2026-05-15

IFF SEC EDGAR ↗

2026-03-31 · INTU · increased +11.5%

Shares: 5,688,825
Share change: 586,740
Reported value: $2,459,735,370
Filed: 2026-05-15

INTU SEC EDGAR ↗

2026-03-31 · JPM · increased +3.3%

Shares: 68,544,442
Share change: 2,189,706
Reported value: $20,163,033,832
Filed: 2026-05-15

JPM SEC EDGAR ↗

2026-03-31 · KMX · increased +10.2%

Shares: 2,534,739
Share change: 234,613
Reported value: $105,394,578
Filed: 2026-05-15

KMX SEC EDGAR ↗

2026-03-31 · KN · decreased -5.4%

Shares: 1,050,635
Share change: -59,973
Reported value: $26,980,317
Filed: 2026-05-15

KN SEC EDGAR ↗

2026-03-31 · KO · decreased -1.4%

Shares: 91,894,070
Share change: -1,304,784
Reported value: $6,988,544,203
Filed: 2026-05-15

KO SEC EDGAR ↗

2026-03-31 · LFUS · unchanged

Shares: 427,032
Share change: —
Reported value: $144,914,416
Filed: 2026-05-15

LFUS SEC EDGAR ↗

2026-03-31 · LLY · decreased -1.0%

Shares: 15,437,458
Share change: -155,934
Reported value: $14,198,914,633
Filed: 2026-05-15

LLY SEC EDGAR ↗

2026-03-31 · LMAT · decreased -7.5%

Shares: 407,771
Share change: -33,063
Reported value: $44,516,637
Filed: 2026-05-15

LMAT SEC EDGAR ↗

2026-03-31 · MA · decreased -5.5%

Shares: 15,162,577
Share change: -882,478
Reported value: $7,576,134,727
Filed: 2026-05-15

MA SEC EDGAR ↗

2026-03-31 · MCD · increased +2.3%

Shares: 15,618,509
Share change: 351,149
Reported value: $4,854,077,383
Filed: 2026-05-15

MCD SEC EDGAR ↗

2026-03-31 · MELI · decreased -8.3%

Shares: 1,585,256
Share change: -143,486
Reported value: $2,740,944,887
Filed: 2026-05-15

MELI SEC EDGAR ↗

2026-03-31 · MESO · decreased -13.8%

Shares: 514,431
Share change: -82,357
Reported value: $7,911,949
Filed: 2026-05-15

MESO SEC EDGAR ↗

2026-03-31 · META · increased +1.4%

Shares: 38,078,962
Share change: 525,745
Reported value: $21,786,119,180
Filed: 2026-05-15

META SEC EDGAR ↗

2026-03-31 · MSFT · increased +3.0%

Shares: 124,881,288
Share change: 3,637,319
Reported value: $46,227,307,160
Filed: 2026-05-15

MSFT SEC EDGAR ↗

2026-03-31 · MSTR · decreased -1.0%

Shares: 9,286,014
Share change: -93,798
Reported value: $1,158,894,703
Filed: 2026-05-15

MSTR SEC EDGAR ↗

2026-03-31 · MU · increased +2.7%

Shares: 16,842,006
Share change: 442,779
Reported value: $5,689,904,889
Filed: 2026-05-15

MU SEC EDGAR ↗

2026-03-31 · NCLH · decreased -3.3%

Shares: 8,242,694
Share change: -281,292
Reported value: $154,138,420
Filed: 2026-05-15

NCLH SEC EDGAR ↗

2026-03-31 · NET · decreased -11.8%

Shares: 15,883,321
Share change: -2,124,979
Reported value: $3,277,365,142
Filed: 2026-05-15

NET SEC EDGAR ↗

2026-03-31 · NFLX · increased +16.0%

Shares: 99,018,124
Share change: 13,657,672
Reported value: $9,520,592,879
Filed: 2026-05-15

NFLX SEC EDGAR ↗

2026-03-31 · NKTR · increased +16.4%

Shares: 659,387
Share change: 92,903
Reported value: $47,442,895
Filed: 2026-05-15

NKTR SEC EDGAR ↗

2026-03-31 · NOW · increased +2.7%

Shares: 23,347,995
Share change: 613,823
Reported value: $2,441,033,324
Filed: 2026-05-15

NOW SEC EDGAR ↗

2026-03-31 · NVDA · increased +5.9%

Shares: 342,954,346
Share change: 19,106,994
Reported value: $59,811,238,475
Filed: 2026-05-15

NVDA SEC EDGAR ↗

2026-03-31 · OKLO · increased +42.3%

Shares: 2,681,738
Share change: 797,172
Reported value: $132,987,427
Filed: 2026-05-15

OKLO SEC EDGAR ↗

2026-03-31 · ORCL · increased +7.4%

Shares: 29,132,672
Share change: 2,007,279
Reported value: $4,285,707,985
Filed: 2026-05-15

ORCL SEC EDGAR ↗

2026-03-31 · PAG · increased +3.9%

Shares: 577,672
Share change: 21,684
Reported value: $86,373,661
Filed: 2026-05-15

PAG SEC EDGAR ↗

2026-03-31 · PANW · increased +6.1%

Shares: 32,318,958
Share change: 1,858,112
Reported value: $5,181,375,783
Filed: 2026-05-15

PANW SEC EDGAR ↗

2026-03-31 · PLTR · increased +10.3%

Shares: 32,202,689
Share change: 3,007,141
Reported value: $4,710,609,785
Filed: 2026-05-15

PLTR SEC EDGAR ↗

2026-03-31 · PPG · increased +10.6%

Shares: 3,894,131
Share change: 373,217
Reported value: $416,204,991
Filed: 2026-05-15

PPG SEC EDGAR ↗

2026-03-31 · QCOM · increased +7.4%

Shares: 19,991,313
Share change: 1,377,428
Reported value: $2,574,481,569
Filed: 2026-05-15

QCOM SEC EDGAR ↗

2026-03-31 · RDW · increased +89.2%

Shares: 3,603,684
Share change: 1,698,988
Reported value: $30,631,315
Filed: 2026-05-15

RDW SEC EDGAR ↗

2026-03-31 · RSG · decreased -5.9%

Shares: 5,035,178
Share change: -315,702
Reported value: $1,102,805,572
Filed: 2026-05-15

RSG SEC EDGAR ↗

2026-03-31 · SNDK · decreased -4.4%

Shares: 2,839,492
Share change: -130,688
Reported value: $1,804,045,252
Filed: 2026-05-15

SNDK SEC EDGAR ↗

2026-03-31 · SNOW · decreased -19.3%

Shares: 7,213,093
Share change: -1,725,064
Reported value: $1,087,879,002
Filed: 2026-05-15

SNOW SEC EDGAR ↗

2026-03-31 · SOFI · increased +59.6%

Shares: 21,258,767
Share change: 7,938,738
Reported value: $337,589,248
Filed: 2026-05-15

SOFI SEC EDGAR ↗

2026-03-31 · SONO · decreased -7.2%

Shares: 2,403,243
Share change: -186,459
Reported value: $32,203,475
Filed: 2026-05-15

SONO SEC EDGAR ↗

2026-03-31 · SPGI · decreased -5.1%

Shares: 7,908,180
Share change: -424,992
Reported value: $3,363,667,165
Filed: 2026-05-15

SPGI SEC EDGAR ↗

2026-03-31 · STAA · increased +61.4%

Shares: 1,499,356
Share change: 570,387
Reported value: $28,037,971
Filed: 2026-05-15

STAA SEC EDGAR ↗

2026-03-31 · SYM · decreased -7.9%

Shares: 2,330,286
Share change: -199,883
Reported value: $123,971,324
Filed: 2026-05-15

SYM SEC EDGAR ↗

2026-03-31 · TSLA · increased +9.5%

Shares: 39,177,400
Share change: 3,398,953
Reported value: $14,564,199,417
Filed: 2026-05-15

TSLA SEC EDGAR ↗

2026-03-31 · TSM · increased +9.3%

Shares: 14,767,680
Share change: 1,256,536
Reported value: $4,990,738,541
Filed: 2026-05-15

TSM SEC EDGAR ↗

2026-03-31 · UBER · decreased -3.9%

Shares: 77,069,501
Share change: -3,127,690
Reported value: $5,543,609,350
Filed: 2026-05-15

UBER SEC EDGAR ↗

2026-03-31 · V · decreased -1.9%

Shares: 45,979,950
Share change: -890,539
Reported value: $13,896,981,623
Filed: 2026-05-15

V SEC EDGAR ↗

2026-03-31 · VALE · increased +266.4%

Shares: 46,025,401
Share change: 33,463,883
Reported value: $732,264,151
Filed: 2026-05-15

VALE SEC EDGAR ↗

2026-03-31 · VC · decreased -0.6%

Shares: 433,232
Share change: -2,615
Reported value: $39,471,914
Filed: 2026-05-15

VC SEC EDGAR ↗

2026-03-31 · WBD · increased +12.6%

Shares: 30,924,739
Share change: 3,460,495
Reported value: $849,193,413
Filed: 2026-05-15

WBD SEC EDGAR ↗

2026-03-31 · WGS · increased +5.2%

Shares: 532,235
Share change: 26,308
Reported value: $34,180,141
Filed: 2026-05-15

WGS SEC EDGAR ↗

2026-03-31 · WMT · increased +1.9%

Shares: 85,906,471
Share change: 1,601,789
Reported value: $10,676,456,642
Filed: 2026-05-15

WMT SEC EDGAR ↗

2026-03-31 · WRB · increased +6.3%

Shares: 10,412,465
Share change: 617,108
Reported value: $690,138,328
Filed: 2026-05-15

WRB SEC EDGAR ↗