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Portfolio (Quarterly) Guide ↗

MORGAN STANLEY

· CIK 0000895421
13F Portfolio $1.67T AUM 45,420 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 515 New 3828 Added 2849 Reduced 476 Exited
Page 19 of 410  ·  8,196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ALL ALLSTATE CORP Financial Services 3,946,632.0 $821.5M 0.05% -533K -11.9% $208.15 +7.9%
362 PULS PGIM ETF TR 16,551,738.0 $820.8M 0.05% +204K +1.2% $49.59 +0.1%
363 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,934,206.0 $818.4M 0.05% -219K -6.9% $278.92 -9.4%
364 AME AMETEK INC Industrials 3,963,062.0 $813.7M 0.05% +110K +2.9% $205.31 +7.8%
365 BE BLOOM ENERGY CORP Industrials 9,352,198.0 $812.6M 0.05% +555K +6.3% $86.89 +200.8%
366 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 2,823,631.0 $811.1M 0.05% +55K +2.0% $287.25 +10.8%
367 KMI KINDER MORGAN INC DEL Energy 29,394,053.0 $808.0M 0.05% $27.49 +22.9%
368 GDDY GODADDY INC Technology 6,491,771.0 $805.5M 0.05% $124.08 -26.3%
369 MTB M & T BK CORP Financial Services 3,995,284.0 $805.0M 0.05% -2.2M -35.7% $201.48 +2.4%
370 SGOV ISHARES TR 7,998,636.0 $802.9M 0.05% -253K -3.1% $100.38 +0.2%
371 AIG AMERICAN INTL GROUP INC Financial Services 9,342,024.0 $799.2M 0.05% -507K -5.2% $85.55 -9.4%
372 VBR VANGUARD INDEX FDS 3,772,834.0 $799.0M 0.05% -58K -1.5% $211.79 +6.7%
373 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 5,445,261.0 $798.2M 0.05% +402K +8.0% $146.58 -7.5%
374 FISV FISERV INC Technology 11,881,851.0 $798.1M 0.05% +1.2M +11.2% $67.17 -15.6%
375 HDB HDFC BANK LTD Financial Services 21,690,727.0 $792.6M 0.05% -554K -2.5% $36.54 -32.6%
376 WBD WARNER BROS DISCOVERY INC Communication Services 27,462,742.0 $791.5M 0.05% +1.3M +4.8% $28.82 -6.4%
377 TGT TARGET CORP Consumer Defensive 8,058,019.0 $787.7M 0.05% -142K -1.7% $97.75 +26.2%
378 OKE ONEOK INC NEW Energy 10,702,909.0 $786.7M 0.05% -810K -7.0% $73.50 +27.6%
379 TEAM ATLASSIAN CORPORATION Technology 4,822,007.0 $781.8M 0.05% +1.7M +52.4% $162.14 -44.8%
380 APD AIR PRODS & CHEMS INC Basic Materials 3,162,043.0 $781.1M 0.05% -745K -19.1% $247.02 +18.1%
Page 19 of 410  ·  8,196 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.6%
Financial Services 17.2%
Healthcare 10.2%
Consumer Cyclical 10.1%
Communication Services 9.9%
Industrials 8.6%
Consumer Defensive 4.5%
Energy 3.5%
Utilities 2.6%
Basic Materials 2.1%