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 |
|---|---|---|---|---|---|---|---|---|
| WMT | 85,527,567.00 | Increased | 2,304,638.00 | 2.77% | 0.54% | $45.011 | $97.78 | 2025-06-30 |
| WRB | 13,236,115.00 | Reduced | -2,556,206.00 | -16.19% | 0.06% | $45.887 | $73.47 | 2025-06-30 |
| WSM | 6,611.00 | Reduced | -1,142.00 | -14.73% | 0.00% | $139.148 | $163.37 | 2025-06-30 |
| WSO | 590,160.00 | Reduced | -78,604.00 | -11.75% | 0.02% | $394.1495 | $441.62 | 2025-06-30 |
| WSO.B | 589.00 | Increased | 1.00 | 0.17% | 0.00% | $96.8409 | $437.48 | 2025-06-30 |
| WTM | 165,064.00 | Reduced | -5,567.00 | -3.26% | 0.02% | $1327.478 | $1795.72 | 2025-06-30 |
| WTTR | 43,794.00 | Increased | 8,041.00 | 22.49% | 0.00% | $9.6304 | $8.64 | 2025-06-30 |
| WTW | 876,398.00 | Reduced | -39,500.00 | -4.31% | 0.02% | $229.9275 | $306.5 | 2025-06-30 |
| WW | 0.00 | Sold Out | -2,562,401.00 | -100.00% | 0.00% | $0 | $0 | 2025-06-30 |
| WY | 6,924,928.00 | Reduced | -1,609,609.00 | -18.86% | 0.01% | $33.2139 | $25.69 | 2025-06-30 |
| X | 0.00 | Sold Out | -4,413,189.00 | -100.00% | 0.00% | $0 | $0 | 2025-06-30 |
| XAGE | 0.00 | Sold Out | -466.00 | -100.00% | 0.00% | $0 | $2.52 | 2025-06-30 |
| XB | 1.00 | No Change | 1.00 | No Change | 0.00% | $38.985 | $39.75 | 2025-06-30 |
| XBI | 11,416,616.00 | Increased | 504,492.00 | 4.62% | 0.06% | $94.9624 | $82.93 | 2025-06-30 |
| XDTE | 1.00 | No Change | 0.00 | No Change | 0.00% | $49.6476 | $44.2 | 2025-06-30 |
| XEL | 6,715,196.00 | Increased | 447,965.00 | 7.15% | 0.03% | $63.3273 | $68.1 | 2025-06-30 |
| XELA-NOTE | 3.00 | Increased | 1.00 | 50.00% | 0.00% | $0.4444 | $0 | 2025-06-30 |
| XELB | 700.00 | No Change | 0.00 | No Change | 0.00% | $11.4394 | $1.81 | 2025-06-30 |
| XEMD | 6,430.00 | Increased | 108.00 | 1.71% | 0.00% | $42.2047 | $43.22 | 2025-06-30 |
| XENE | 387,596.00 | Increased | 258,105.00 | 199.32% | 0.00% | $35.1039 | $31.3 | 2025-06-30 |
| XERS | 3,642,584.00 | Reduced | -645,697.00 | -15.06% | 0.00% | $2.8912 | $4.67 | 2025-06-30 |
| XES | 94,207.00 | Increased | 8,580.00 | 10.02% | 0.00% | $75.933 | $63.44 | 2025-06-30 |
| XFIV | 67.00 | Increased | 66.00 | 6600.00% | 0.00% | $48.8337 | $49.35 | 2025-06-30 |
| XFLT | 123,707.00 | Reduced | -11,787.00 | -8.70% | 0.00% | $7.1555 | $5.65 | 2025-06-30 |
| XFOR | 10,924.00 | Reduced | -8,057.00 | -42.45% | 0.00% | $24.791 | $1.9 | 2025-06-30 |
| XGGNX | 3,319,075.00 | Increased | 61,953.00 | 1.90% | 0.00% | $4.4639 | $0 | 2025-06-30 |
| XGN | 524,996.00 | Increased | 39,076.00 | 8.04% | 0.00% | $14.5214 | $6.98 | 2025-06-30 |
| XHB | 1,980,814.00 | Increased | 882,748.00 | 80.39% | 0.01% | $96.8544 | $98.57 | 2025-06-30 |
| XHE | 154,886.00 | Reduced | -23,798.00 | -13.32% | 0.00% | $94.1098 | $81.21 | 2025-06-30 |
| XHG | 15.00 | No Change | 15.00 | No Change | 0.00% | $6.8093 | $1.28 | 2025-06-30 |
| XHLF | 357,274.00 | Increased | 275,096.00 | 334.76% | 0.00% | $50.2594 | $50.34 | 2025-06-30 |
| XHR | 1,207,534.00 | Increased | 293,207.00 | 32.07% | 0.00% | $15.2239 | $12.57 | 2025-06-30 |
| XHS | 67,545.00 | Reduced | -22,793.00 | -25.23% | 0.00% | $93.9315 | $99.55 | 2025-06-30 |
| XHYE | 126.00 | Reduced | -1.00 | -0.79% | 0.00% | $38.8909 | $38.62 | 2025-06-30 |
| XHYF | 1.00 | No Change | 0.00 | No Change | 0.00% | $37.5866 | $38.04 | 2025-06-30 |
| XHYH | 1.00 | No Change | 1.00 | No Change | 0.00% | $34.8115 | $35.61 | 2025-06-30 |
| XHYI | 1.00 | No Change | 0.00 | No Change | 0.00% | $38.1922 | $38.36 | 2025-06-30 |
| XHYT | 1.00 | No Change | 0.00 | No Change | 0.00% | $34.7145 | $35.07 | 2025-06-30 |
| XIFR | 963,531.00 | Increased | 116,778.00 | 13.79% | 0.00% | $34.8486 | $8.2 | 2025-06-30 |
| XIMR | 197.00 | No Change | 197.00 | No Change | 0.00% | $30.7576 | $31.21 | 2025-06-30 |
| XIN | 878.00 | No Change | 0.00 | No Change | 0.00% | $32.0866 | $1.8 | 2025-06-30 |
| XITK | 77.00 | Reduced | -621.00 | -88.97% | 0.00% | $178.4003 | $189.36 | 2025-06-30 |
| XJH | 1,961.00 | Increased | 442.00 | 29.10% | 0.00% | $40.2568 | $41.5 | 2025-06-30 |
| XJR | 294.00 | Reduced | -2,259.00 | -88.48% | 0.00% | $41.1071 | $39.55 | 2025-06-30 |
| XJUN | 1,470.00 | No Change | 1,470.00 | No Change | 0.00% | $38.9667 | $41.07 | 2025-06-30 |
| XLB | 4,511,970.00 | Reduced | -1,740,907.00 | -27.84% | 0.03% | $83.1765 | $87.81 | 2025-06-30 |
| XLC | 10,376,636.00 | Increased | 3,121,946.00 | 43.03% | 0.07% | $74.9867 | $108.53 | 2025-06-30 |
| XLE | 18,060,860.00 | Increased | 1,739,626.00 | 10.66% | 0.10% | $67.5494 | $84.81 | 2025-06-30 |
| XLF | 44,536,194.00 | Reduced | -12,409,511.00 | -21.79% | 0.15% | $35.0477 | $52.37 | 2025-06-30 |
| XLG | 6,624,238.00 | Reduced | -517,599.00 | -7.25% | 0.02% | $35.634 | $52.1 | 2025-06-30 |