Morgan Stanley Incresed Positions in Q3 2025

Morgan Stanley

  • $1.59 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AZN
Astrazeneca PLC

Healthcare
1.23M
+ 10.06%
$68.72 - $82.11 $84.5M - $101M
13.4M $1.03B
VCIT
Vanguard Intermediate Term Cor

ETFs
1.84M
+ 10.32%
$81.75 - $84.54 $150M - $155M
19.6M $1.65B
ENB
Enbridge Inc

Energy
2.47M
+ 24.91%
$43.79 - $50.46 $108M - $125M
12.4M $625M
OMC
Omnicom Group Inc.

Communication Services
1.64M
+ 38.75%
$70.41 - $81.53 $116M - $134M
5.88M $479M
LYV
Live Nation Entertainment, Inc.

Communication Services
757K
+ 18.38%
$143.56 - $174.06 $109M - $132M
4.87M $796M
CBRE
Cbre Group, Inc.

Real Estate
454K
+ 7.79%
$137.04 - $165.9 $62.3M - $75.4M
6.29M $991M
IVE
Ishares S&P 500 Value ETF

ETFs
74.3K
+ 0.53%
$194.44 - $206.51 $14.4M - $15.3M
14.2M $2.93B
BKR
Baker Hughes CO

Energy
136K
+ 0.85%
$38.68 - $50.55 $5.26M - $6.87M
16M $781M
VO
Vanguard Mid Cap ETF

ETFs
189K
+ 2.35%
$279.83 - $293.74 $52.8M - $55.4M
8.23M $2.42B
CG
Carlyle Group Inc.

Financial Services
970K
+ 10.62%
$52.82 - $69.35 $51.2M - $67.3M
10.1M $634M
AEM
Agnico Eagle Mines LTD

Basic Materials
298K
+ 13.06%
$116.14 - $168.56 $34.6M - $50.3M
2.58M $435M
SCHW
Schwab Charles Corp

Financial Services
637K
+ 2.65%
$91.03 - $98.69 $58M - $62.9M
24.7M $2.36B
AEP
American Electric Power CO Inc

Utilities
356K
+ 2.53%
$103.26 - $115.0 $36.7M - $40.9M
14.4M $1.62B
QSR
Restaurant Brands International Inc.

Consumer Cyclical
2.67M
+ 64.9%
$61.86 - $71.34 $165M - $191M
6.79M $435M
VONG
Vanguard Russell 1000 Growth E

ETFs
563K
+ 6.82%
$108.08 - $121.73 $60.9M - $68.6M
8.82M $1.06B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.91M
+ 11.06%
$78.96 - $80.04 $151M - $153M
19.2M $1.53B
BIDU
Baidu, Inc.

Communication Services
804K
+ 69.28%
$85.86 - $137.83 $69M - $111M
1.96M $259M
CSX
Csx Corp

Industrials
2.33M
+ 8.93%
$32.05 - $36.52 $74.6M - $85M
28.4M $1.01B
TMUS
T Mobile Us, Inc.

Communication Services
596K
+ 4.51%
$226.02 - $259.01 $135M - $154M
13.8M $3.31B
SPG
Simon Property Group Inc

Real Estate
75.5K
+ 1.43%
$159.93 - $187.67 $12.1M - $14.2M
5.35M $1B
ING
Ing Groep Nv

Financial Services
4.63M
+ 55.89%
$22.0 - $26.08 $102M - $121M
12.9M $337M
STRL
Sterling Construction CO Inc

Industrials
299K
+ 61.06%
$222.54 - $371.84 $66.6M - $111M
790K $268M
SAP
Sap Se

Technology
1.05M
+ 30.2%
$252.42 - $311.93 $265M - $328M
4.53M $1.21B
VRNA
Verona Pharma PLC

Healthcare
1.39M
+ 764.31%
$90.08 - $106.69 $126M - $149M
1.58M $168M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
376K
+ 13.55%
$301.44 - $365.84 $113M - $138M
3.15M $1.02B
ITOT
Ishares Core S&P Total U.S. St

ETFs
273K
+ 2.62%
$135.0 - $146.02 $36.9M - $39.9M
10.7M $1.56B
ETR
Entergy Corp

Utilities
705K
+ 8.86%
$80.93 - $93.55 $57M - $65.9M
8.67M $807M
AFRM
Affirm Holdings, Inc.

Technology
800K
+ 3.61%
$64.05 - $92.18 $51.3M - $73.8M
23M $1.68B
MFG
Mizuho Financial Group Inc

Financial Services
14.4M
+ 34.79%
$5.42 - $6.85 $78.2M - $98.9M
55.9M $375M
MCK
Mckesson Corp

Healthcare
61.3K
+ 2.55%
$659.01 - $772.54 $40.4M - $47.4M
2.47M $1.91B
VB
Vanguard Small Cap ETF

ETFs
34.6K
+ 0.45%
$237.58 - $259.17 $8.23M - $8.97M
7.78M $1.98B
VEU
Vanguard Ftse All World Ex Us

ETFs
685K
+ 3.04%
$66.38 - $71.68 $45.5M - $49.1M
23.2M $1.66B
W
Wayfair Inc.

Consumer Cyclical
1.15M
+ 112.17%
$51.99 - $90.17 $59.9M - $104M
2.18M $195M
SO
Southern CO

Utilities
1.1M
+ 8.55%
$90.83 - $96.0 $99.9M - $106M
14M $1.32B
OEF
Ishares S&P 100 ETF

ETFs
533K
+ 28.4%
N/A
2.41M $641M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
5.01M
+ 187.05%
$25.43 - $27.31 $128M - $137M
7.7M $210M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
163K
+ 12.68%
$534.91 - $598.71 $87.4M - $97.8M
1.45M $816M
GLDM
World Gold Trust

ETFs
692K
+ 8.73%
$64.73 - $76.45 $44.8M - $52.9M
8.62M $659M
LEN
Lennar Corp

Consumer Cyclical
647K
+ 17.46%
$107.73 - $142.4 $69.7M - $92.1M
4.35M $548M
LNTH
Lantheus Holdings, Inc.

Healthcare
3.14M
+ 423.5%
$50.11 - $83.83 $157M - $263M
3.88M $199M
IOT
Samsara Inc.

Technology
4.86M
+ 28.61%
$32.22 - $42.09 $157M - $205M
21.9M $814M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
1.75M
+ 31.6%
$41.53 - $66.18 $72.6M - $116M
7.28M $413M
IWP
Ishares Russell Mid Cap Growth

ETFs
453K
+ 2.34%
$137.51 - $145.26 $62.3M - $65.8M
19.8M $2.82B
REXR
Rexford Industrial Realty, Inc.

Real Estate
3.14M
+ 239.86%
$35.43 - $43.53 $111M - $137M
4.44M $183M
NSC
Norfolk Southern Corp

Industrials
94K
+ 3.94%
$259.49 - $300.41 $24.4M - $28.2M
2.48M $746M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.23M
+ 6.18%
$53.81 - $57.52 $66M - $70.6M
21.1M $1.21B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
743K
+ 49.1%
$138.08 - $151.2 $103M - $112M
2.26M $341M
MS
Morgan Stanley

Financial Services
134K
+ 2.23%
$139.09 - $161.16 $18.6M - $21.6M
6.15M $978M
PWR
Quanta Services, Inc.

Industrials
148K
+ 7.87%
$372.29 - $421.68 $55.1M - $62.4M
2.03M $841M
Activity Summary
Buys All Purchases 4000 New Holdings 483 Increased Positions 3517 Sells All Sells 3402 Reductions 3402 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Morgan Stanley Portfolio

Follow Morgan Stanley and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morgan Stanley, based on Form 13F filings with the SEC.

News

Stay updated on Morgan Stanley with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email