MORGAN STANLEY
SEC Form 13F institutional filer · CIK 0000895421
13F-HR · 528 reported holdings · 2026-03-31
Global financial services firm, investment bank and asset manager.
Reported long-US-equity value
$1.24T
Top-10 concentration
32.5%
MORGAN STANLEY — $1.24T AUM allocation strategy
MORGAN STANLEY files SEC Form 13F and reports $1.24T of long US equity value across 528 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 15.5%, followed by Communication Services 6.2% and Financials 6.0%.
The top 10 holdings account for 32% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
MORGAN STANLEY — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.24T
total across 528 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
32% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +36.8M sh · −$50.7B+$BLK +20M sh · −$12.3B+$NVDA +19.2M sh · −$60.9B
Biggest trims (shares)
−$AMCR −25M sh · −$295M−$SPYM −13.6M sh · −$3.63B−$INTC −9.36M sh · −$2.45B
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors6.7%—
- Interactive Media & Services6.2%—
- Technology Hardware, Storage & Peripherals5.0%—
- Systems Software3.7%—
- Broadline Retail2.9%—
- Asset Management & Custody Banks2.2%—
- Diversified Banks1.6%—
- Automobile Manufacturers1.2%—
- Other holdings70.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 244M | $62B | +14M | 5.0% |
| $NVDA | NVIDIA Corporation | 343M | $59.8B | +19.2M | 4.8% |
| $MSFT | Microsoft Corporation | 125M | $46.2B | +3.66M | 3.7% |
| $AMZN | Amazon.com Inc | 174M | $36.2B | +12.3M | 2.9% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 121M | $34.8B | -839K | 2.8% |
| $AVGO | Broadcom Inc | 75.9M | $23.5B | +2.97M | 1.9% |
| $META | Meta Platforms Inc | 38.3M | $21.8B | +444K | 1.8% |
…and 521 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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