MORGAN STANLEY — $1.24T AUM allocation strategy
MORGAN STANLEY files SEC Form 13F and reports $1.24T of long US equity value across 528 S&P 500 holdings for 2026-03-31.
Its largest sector bet is Information Technology 15%, followed by Communication Services 6% and Financials 6%. Within sectors, the top industry exposure is Semiconductors 7%, then Interactive Media & Services 6% and Technology Hardware, Storage & Peripherals 5%.
The top 10 holdings account for 32% of reported value — a broadly spread portfolio. Sector and industry shares above 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
| Ticker | Holding | Shares | Value | Δ QoQ |
|---|---|---|---|---|
| $AAPL | Apple Inc | 244M | $62B | +14M |
| $NVDA | NVIDIA Corporation | 343M | $59.8B | +19.2M |
| $IVV | IVV | 513M | $53.5B | +36.8M |
| $MSFT | Microsoft Corporation | 125M | $46.2B | +3.66M |
| $IWM | IWM | 154M | $37.3B | +18.2M |
| $AMZN | Amazon.com Inc | 174M | $36.2B | +12.3M |
| $GOOG | Alphabet Inc. Class C Capital Stock | 121M | $34.8B | -839K |
| $SPY | SPY | 40.5M | $26.3B | +11.2M |
| $AVGO | Broadcom Inc | 75.9M | $23.5B | +2.97M |
| $META | Meta Platforms Inc | 38.3M | $21.8B | +444K |
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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.