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Morgan Stanley 13F Holdings
Holdings from the most recent 13F from Morgan Stanley
Filed: 2025-08-15 (Q2 2025) | Holdings: 44865 | Value: $1.5T | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| MSFT - MICROSOFT CORP | 2.72% | $41.7B | -28.62% | -2.54% | |||
| NVDA - NVIDIA CORPORATION | Add 9% ($3.3B) | 2.66% | $40.9B | -3.42% | +3.33% | ||
| AAPL - APPLE INC | Reduce 10% $(4.3B) | 2.40% | $36.9B | +9.74% | +15.55% | ||
| AMZN - AMAZON COM INC | Add 3% ($614.0M) | 1.48% | $22.7B | -9.54% | +1.15% | ||
| SPY - SPDR S&P 500 ETF TR | Add 7% ($1.4B) | 1.36% | $20.9B | ||||
| META - META PLATFORMS INC | Add 4% ($528.6M) | 0.98% | $15.0B | -26.01% | -22.28% | ||
| JPM - JPMORGAN CHASE & CO. | Add 35% ($3.7B) | 0.93% | $14.3B | ||||
| GOOGL - ALPHABET INC | Add 3% ($355.7M) | 0.91% | $14.0B | ||||
| AVGO - BROADCOM INC | Add 2% ($240.2M) | 0.87% | $13.4B | ||||
| VOO - VANGUARD INDEX FDS | 0.84% | $12.9B | +2.01% | +3.86% | |||
| IWF - ISHARES TR | Add 9% ($967.2M) | 0.74% | $11.3B | -4.67% | +4.09% | ||
| IVV - ISHARES TR | Add 3% ($359.8M) | 0.70% | $10.8B | +2.05% | +3.87% | ||
| QQQ - INVESCO QQQ TR | Reduce 8% $(951.5M) | 0.67% | $10.3B | +0.50% | +4.84% | ||
| BND - VANGUARD BD INDEX FDS | Reduce 16% $(1.5B) | 0.51% | $7.8B | ||||
| IEFA - ISHARES TR | Add 1% ($84.3M) | 0.45% | $6.9B | +7.46% | +1.97% | ||
| IWD - ISHARES TR | Reduce 7% $(511.0M) | 0.44% | $6.8B | +9.17% | +2.62% | ||
| V - VISA INC | Add 1% ($61.1M) | 0.44% | $6.7B | ||||
| VUG - VANGUARD INDEX FDS | Add 4% ($237.1M) | 0.40% | $6.1B | -5.05% | +3.97% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 38% $(3.5B) | 0.37% | $5.7B | +0.26% | +5.29% | ||
| VTV - VANGUARD INDEX FDS | Add 2% ($97.0M) | 0.36% | $5.6B | +10.58% | +3.19% | ||
| LLY - ELI LILLY & CO | Add 1% ($72.8M) | 0.35% | $5.3B | +32.75% | +47.22% | ||
| IEMG - ISHARES INC | Add 8% ($373.7M) | 0.33% | $5.0B | +13.64% | +7.41% | ||
| HD - HOME DEPOT INC | Add 3% ($135.5M) | 0.32% | $5.0B | -15.50% | -9.21% | ||
| RSP - INVESCO EXCHANGE TRADED FD T | Reduce 2% $(87.7M) | 0.31% | $4.8B | ||||
| PANW - PALO ALTO NETWORKS INC | Add 2% ($106.6M) | 0.29% | $4.4B | -9.96% | +13.95% | ||
| ABBV - ABBVIE INC | Add 1% ($47.0M) | 0.28% | $4.4B | +6.88% | +14.08% | ||
| WMT - WALMART INC | Add 4% ($154.9M) | 0.28% | $4.3B | +24.79% | +2.95% | ||
| NFLX - NETFLIX INC | New Purchase | 0.28% | $4.3B | -22.19% | -10.74% | ||
| COST - COSTCO WHSL CORP NEW | Add 1% ($48.2M) | 0.27% | $4.2B | +2.66% | -6.10% | ||
| GOOG - ALPHABET INC | 0.27% | $4.1B | |||||
| VTI - VANGUARD INDEX FDS | Add 2% ($67.3M) | 0.26% | $4.0B | +2.31% | +3.48% | ||
| BX - BLACKSTONE INC | Add 6% ($221.8M) | 0.25% | $3.9B | ||||
| JNJ - JOHNSON & JOHNSON | Add 5% ($189.1M) | 0.25% | $3.9B | +41.14% | +13.91% | ||
| XOM - EXXON MOBIL CORP | Reduce 1% $(26.3M) | 0.25% | $3.9B | +62.38% | +11.88% | ||
| IVW - ISHARES TR | New Purchase | 0.24% | $3.7B | -1.54% | +4.32% | ||
| PG - PROCTER AND GAMBLE CO | Reduce 100% | 0.00% | $0.00 | ||||
| UNH - UNITEDHEALTH GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||