MORGAN STANLEY – Institutional Holdings & 13F Filings
Review MORGAN STANLEY’s latest 13F filings, portfolio composition, sector allocations, and recent changes in institutional ownership. Updated quarterly from SEC disclosures.
| Symbol | Current Shares | Action | Shares Change | % Change | % of Portfolio | Avg Price (Est.) | Quarter-End Price | Source Date |
|---|---|---|---|---|---|---|---|---|
| IUSB | 23,413,905.00 | Increased | 778,913.00 | 3.44% | 0.07% | $48.7085 | $46.23 | 2025-06-30 |
| IUSG | 14,046,309.00 | Increased | 459,488.00 | 3.38% | 0.14% | $89.4341 | $150.4 | 2025-06-30 |
| IUSV | 9,016,283.00 | Reduced | -163,699.00 | -1.78% | 0.06% | $65.1678 | $94.63 | 2025-06-30 |
| IVA | 2,098.00 | No Change | 2,098.00 | No Change | 0.00% | $3.2716 | $3.19 | 2025-06-30 |
| IVAC | 0.00 | Sold Out | -97.00 | -100.00% | 0.00% | $0 | $0 | 2025-06-30 |
| IVCAF | 0.00 | Sold Out | -3.00 | -100.00% | 0.00% | $0 | $11.02 | 2025-06-30 |
| IVE | 14,135,647.00 | Increased | 315,847.00 | 2.29% | 0.18% | $107.9022 | $195.42 | 2025-06-30 |
| IVV | 24,758,410.00 | Reduced | -1,618,116.00 | -6.13% | 1.00% | $421.0042 | $620.9 | 2025-06-30 |
| IVW | 33,994,243.00 | Increased | 1,053,988.00 | 3.20% | 0.24% | $35.7105 | $110.1 | 2025-06-30 |
| IWB | 1,913,537.00 | Reduced | -270,377.00 | -12.38% | 0.04% | $209.5432 | $339.57 | 2025-06-30 |
| IWC | 166,967.00 | Reduced | -14,095.00 | -7.78% | 0.00% | $123.9641 | $127.66 | 2025-06-30 |
| IWD | 35,679,281.00 | Reduced | -2,589,088.00 | -6.77% | 0.45% | $142.0343 | $194.23 | 2025-06-30 |
| IWF | 27,366,214.00 | Increased | 2,475,980.00 | 9.95% | 0.76% | $212.8302 | $424.58 | 2025-06-30 |
| IWM | 20,861,715.00 | Reduced | -2,374,239.00 | -10.22% | 0.29% | $191.5033 | $215.79 | 2025-06-30 |
| IWN | 8,725.00 | Increased | 1,165.00 | 15.41% | 0.00% | $157.8406 | $157.76 | 2025-06-30 |
| IWO | 2,651,188.00 | Increased | 31,742.00 | 1.21% | 0.05% | $213.263 | $285.86 | 2025-06-30 |
| IWP | 19,367,119.00 | Increased | 1,061,234.00 | 5.80% | 0.17% | $94.2296 | $138.68 | 2025-06-30 |
| IWS | 8,159,379.00 | Increased | 161,802.00 | 2.02% | 0.07% | $79.2364 | $132.14 | 2025-06-30 |
| IWTR | 0.00 | Sold Out | -1.00 | -100.00% | 0.00% | $0 | $33.8 | 2025-06-30 |
| IWV | 1,284,865.00 | Increased | 124,212.00 | 10.70% | 0.03% | $233.6149 | $351 | 2025-06-30 |
| IXC | 825,170.00 | Increased | 73,633.00 | 9.80% | 0.00% | $32.9213 | $39.29 | 2025-06-30 |
| IXG | 406,602.00 | Increased | 10,260.00 | 2.59% | 0.00% | $76.0682 | $110.82 | 2025-06-30 |
| IXN | 1,070,526.00 | Reduced | -7,958.00 | -0.74% | 0.01% | $45.0426 | $92.34 | 2025-06-30 |
| IXP | 194,359.00 | Increased | 6,300.00 | 3.35% | 0.00% | $70.0543 | $112.32 | 2025-06-30 |
| IYC | 1,070,505.00 | Increased | 122,691.00 | 12.94% | 0.01% | $50.4573 | $99.64 | 2025-06-30 |
| IYE | 2,000,970.00 | Reduced | -113,006.00 | -5.35% | 0.01% | $28.34 | $45.22 | 2025-06-30 |
| IYF | 1,517,255.00 | Increased | 115,359.00 | 8.23% | 0.01% | $72.4189 | $120.99 | 2025-06-30 |
| IYG | 1,061,357.00 | Increased | 108,142.00 | 11.35% | 0.01% | $48.9127 | $85.6 | 2025-06-30 |
| IYJ | 837,454.00 | Increased | 961.00 | 0.11% | 0.01% | $82.5345 | $142.31 | 2025-06-30 |
| IYR | 5,018,134.00 | Increased | 1,996,656.00 | 66.08% | 0.03% | $93.0137 | $94.77 | 2025-06-30 |
| IYT | 911,001.00 | Reduced | -293,660.00 | -24.38% | 0.00% | $60.4619 | $68.54 | 2025-06-30 |
| IYZ | 1,826,858.00 | Increased | 302,740.00 | 19.86% | 0.00% | $25.7208 | $29.78 | 2025-06-30 |
| JAAA | 21,111,323.00 | Reduced | -349,352.00 | -1.63% | 0.07% | $50.4755 | $50.75 | 2025-06-30 |
| JAZZ | 12,443.00 | Increased | 423.00 | 3.52% | 0.00% | $124.0433 | $106.12 | 2025-06-30 |
| JBS | 7,554,358.00 | No Change | 7,554,358.00 | No Change | 0.01% | $14.61 | $14.61 | 2025-06-30 |
| JCI | 13,152,686.00 | Reduced | -292,184.00 | -2.17% | 0.09% | $61.2156 | $105.62 | 2025-06-30 |
| JDST | 4,531.00 | Increased | 3,826.00 | 542.70% | 0.00% | $19.3411 | $9.8 | 2025-06-30 |
| JEPI | 45,833,158.00 | Increased | 1,921,645.00 | 4.38% | 0.17% | $56.8276 | $56.85 | 2025-06-30 |
| JEPQ | 19,871,597.00 | Increased | 353,695.00 | 1.81% | 0.07% | $51.9769 | $54.4 | 2025-06-30 |
| JFR | 7,622,877.00 | Increased | 47,432.00 | 0.63% | 0.00% | $8.462 | $8.47 | 2025-06-30 |
| JKHY | 5,317,864.00 | Increased | 299,281.00 | 5.96% | 0.06% | $170.3457 | $180.17 | 2025-06-30 |
| JMBS | 20,205,072.00 | Increased | 2,135,075.00 | 11.82% | 0.06% | $45.4524 | $45.05 | 2025-06-30 |
| JMOM | 6,168.00 | Reduced | -1,707.00 | -21.68% | 0.00% | $53.1975 | $64.29 | 2025-06-30 |
| JMTG | 399,529.00 | No Change | 399,529.00 | No Change | 0.00% | $50.19 | $50.19 | 2025-06-30 |
| JNJ | 46,984,867.00 | Increased | 954,178.00 | 2.07% | 0.47% | $137.7536 | $152.75 | 2025-06-30 |
| JOB | 0.00 | Sold Out | -1,000.00 | -100.00% | 0.00% | $0 | $0.2 | 2025-06-30 |
| JPI | 252,821.00 | Increased | 114,708.00 | 83.05% | 0.00% | $20.8903 | $20.8 | 2025-06-30 |
| JPM | 66,985,321.00 | Reduced | -2,369,463.00 | -3.42% | 1.26% | $101.7194 | $289.91 | 2025-06-30 |
| JPST | 60,510,473.00 | Increased | 5,112,080.00 | 9.23% | 0.20% | $50.331 | $50.68 | 2025-06-30 |
| JQC | 10,640,087.00 | Increased | 848,272.00 | 8.66% | 0.00% | $5.899 | $5.39 | 2025-06-30 |