DOSSIER · 13F-HR · Q1 2026

MORGAN STANLEY

MORGAN STANLEY's family office based in London, UK $1.66T in tracked AUM across 45,985 positions as of Q1 2026.

MS
MORGAN STANLEY·London, UK·Family Office
CIK 0000895421 · last filed Mar 31, 2026
Total AUM
$1.66T
3.8%
vs prior
Holdings
45,985
positions
Whale Score
65
65
tracked
Activity
no data
changes this Q
Top sector
Tech
43% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Morgan Stanley's 45,985-position 13F as of 2026-03-31 puts Apple ahead of Nvidia for the first visible slot — a modest but telling deviation from the pure-AI stack. The top five (Apple, Nvidia, Microsoft, Amazon, Alphabet) collectively exceed 14% of assets, followed by an SPY position at 1.86%, Broadcom and Meta. The Q1 drawdown from $1.67T peak to $1.66T is small in percentage terms and consistent with a diversified wealth-management and institutional platform rather than any concentrated rotation. The filing places Morgan Stanley squarely in the 'diversified mega-cap growth' archetype alongside the passive giants.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$62.0B244.5M3.7%
02
NVDA
NVIDIA CORPORATION
$59.8B343.0M3.6%
03
MSFT
MICROSOFT CORP
$46.2B124.9M2.8%
04
AMZN
AMAZON COM INC
$36.2B173.9M2.2%
05
GOOGL
ALPHABET INC
$34.8B121.0M2.1%
06
SPY
STATE STR SPDR S&P 500 ETF T
$26.3B40.5M1.6%
07
AVGO
BROADCOM INC
$23.5B75.9M1.4%
08
META
META PLATFORMS INC
$21.8B38.1M1.3%
09
GOOG
ALPHABET INC
$20.6B71.7M1.2%
10
JPM
JPMORGAN CHASE & CO
$20.2B68.5M1.2%

Filing history

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