Institutional manager · family of filers
Morgan Stanley
Reported a $1.89tn book of 8221 positions for the quarter ended 06-30-2026. This is a family total summing 2 filing entities, so no single filing reports it. Of those, 514 are companies this site covers, worth $1.02tn a quarter earlier at 31-mar-2026.
What Morgan Stanley owns, as a share of the book
Every position this manager reported for the quarter ended 06-30-2026, each as a percentage of the $1.89tn book. Weights are by value, the only unit that compares across different companies.
8209 positions under 1% grouped, 76.76% together
This book is the sum of 2 separate 13F filings. This manager's own filing is a combination report, which states on its face that part of its holdings are reported by other managers, and those managers' filings are summed in here. No single document states the total. Weights are of the book this manager REPORTED on Form 13F for the quarter, which is the only complete denominator a 13F gives. A 13F covers US listed, long, US custodied positions: cash, bonds, foreign listings, wholly owned businesses and short positions are not in it and are not in these percentages. For an operating company that also runs a portfolio, the reported book is a fraction of the whole enterprise.
The filing entities behind this total
Each files its own 13F. Summing them describes the manager as a whole, which is what a reader means by "Morgan Stanley", but it is not a figure any single document reports.
What this page is not
Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.