MORGAN STANLEY

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$1.7T

Total Positions

8,196

New This Quarter

515

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

AAPL3.74%

NVDA3.60%

MSFT3.50%

GOOGL2.28%

AMZN2.23%

AVGO1.51%

META1.48%

GOOG1.35%

JPM1.28%

SPY1.19%

Other10.88%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

TERN7Q held

TERNS PHARMACEUTICALS INC

Avg $6.16 · $273.6M est. P&L

Est. P&L

+559.30%

PL7Q held

PLANET LABS PBC C

Avg $3.36 · $20.4M est. P&L

Est. P&L

+487.64%

CLS7Q held

CELESTICA INC

Avg $61.64 · $354.3M est. P&L

Est. P&L

+385.73%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 7995 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL Apple Inc	230.5M	$62.7B	3.7%	—	$210.68	+29.49%	7 qtrs	Increased 59
NVDA NVIDIA Corp	323.7M	$60.4B	3.6%	—	$124.44	+50.71%	7 qtrs	Increased 58
MSFT Microsoft Corp	121.2M	$58.6B	3.5%	—	$442.62	+10.13%	7 qtrs	Increased 59
GOOGL Alphabet Inc	121.8M	$38.1B	2.3%	—	$179.54	+74.80%	7 qtrs	Decreased 0
AMZN Amazon.com Inc	161.6M	$37.3B	2.2%	—	$194.93	+19.29%	7 qtrs	Decreased 0
AVGO Broadcom Inc	73M	$25.3B	1.5%	—	$172.92	+102.32%	7 qtrs	Decreased 0
META Meta Platforms Inc	37.6M	$24.8B	1.5%	—	$511.32	+30.24%	7 qtrs	Increased 51
GOOG Alphabet Inc	71.8M	$22.5B	1.3%	—	$183.99	+70.96%	7 qtrs	Increased 51
JPM JPMORGAN CHASE & CO.	66.4M	$21.4B	1.3%	—	$197.14	+63.32%	7 qtrs	Increased 51
SPY SPDR S&P 500 ETF TR	29.3M	$20B	1.2%	—	$551.90	+24.48%	7 qtrs	Decreased 0
LLY Eli Lilly & Co	15.6M	$16.8B	1.0%	—	$891.93	+20.86%	7 qtrs	Increased 52
IVV ISHARES TR	24M	$16.5B	1.0%	—	$544.51	+26.70%	7 qtrs	Decreased 0
V Visa Inc	46.9M	$16.4B	1.0%	—	$259.50	+35.99%	7 qtrs	Decreased 0
TSLA Tesla Inc	35.8M	$16.1B	1.0%	—	$222.27	+104.45%	7 qtrs	Decreased 0
VOO VANGUARD INDEX FDS	24.6M	$15.4B	0.9%	—	$504.90	+25.12%	7 qtrs	Decreased 0
BRK/B Berkshire Hathaway Inc	26.3M	$13.2B	0.8%	—	—	—	7 qtrs	Decreased 0
IWF ISHARES TR	27.6M	$13.1B	0.8%	—	$369.71	+29.01%	7 qtrs	Increased 46
QQQ INVESCO QQQ TR	16M	$9.9B	0.6%	—	$496.62	+24.73%	7 qtrs	Decreased 0
JNJ Johnson & Johnson	46.3M	$9.6B	0.6%	—	$142.78	+44.92%	7 qtrs	Decreased 0
WMT Walmart Inc	84.3M	$9.4B	0.6%	—	$68.57	+63.21%	7 qtrs	Decreased 0
IEFA ISHARES TR	104.9M	$9.4B	0.6%	—	$70.45	+27.57%	7 qtrs	Increased 47
BND VANGUARD BD INDEX FDS	124.9M	$9.3B	0.6%	—	$69.17	+7.01%	7 qtrs	Increased 52
MA Mastercard Inc	16M	$9.2B	0.5%	—	$439.32	+31.24%	7 qtrs	Increased 45
ABBV AbbVie Inc	40M	$9.1B	0.5%	—	$164.14	+38.85%	7 qtrs	Decreased 0
XOM Exxon Mobil Corp	74.5M	$9B	0.5%	—	$108.80	+10.47%	7 qtrs	Decreased 0
Showing 25 of 7,995 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

PALLABRDN PALLADIUM ETF TRUST

Q3 2024 → Q4 2025+59,774 shares+$12.4M

AVLVAMERICAN CENTY ETF TR

Q3 2024 → Q4 2025+572,180 shares+$50.9M

CGIECAPITAL GROUP INTERNATIONAL

Q3 2024 → Q4 2025+2.1M shares+$74M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer