Morgan Stanley
Sell-side research on earnings calls · 13F filer
Analysts heard
20
Earnings calls
25
last Nov 4, 2026
Stocks asked about
25
Rating actions
5
from news headlines
Analysts
Introduced as Morgan Stanley by the operator or in their own words on calls Lician transcribed. Names are machine transcriptions and may be misspelled.
| Stocks asked aboutStocks | |||
|---|---|---|---|
| Erin Wright | 3 | CORMDLNALGN | 2026-11-04 |
| Ronald Camden | 3 | CWKDOCBNL | 2026-11-04 |
| Adam Wood | 2 | KVYONOW | 2026-11-04 |
| Eric Serrata | 1 | ZVIA | 2026-11-04 |
| Bob Huang | 1 | AIZ | 2026-11-04 |
| Ravi Shankar | 1 | ALGT | 2026-11-04 |
| Brian Harbour | 1 | CAVA | 2026-11-04 |
| Ed Young | 1 | FLUT | 2026-11-04 |
| Ravi Shanker | 1 | GXO | 2026-11-04 |
| Angel Castillo | 1 | KMT | 2026-11-04 |
| Cameron Manson Perrone | 1 | MSGE | 2026-11-04 |
| Sean Diffley | 1 | TKO | 2026-11-04 |
| Tony Kaplan | 1 | IT | 2026-11-03 |
| John Park | 1 | AMWL | 2026-11-03 |
| Steven Grambling | 1 | LIND | 2026-11-03 |
| Eric Woodring | 1 | AAPL | 2026-11-02 |
| Greg Parrish | 1 | VVX | 2026-11-02 |
| Elizabeth Porter | 1 | TWLO | 2026-10-29 |
| Devin McDermott | 1 | EXE | 2026-10-28 |
| Manin Gasalia | 1 | TFC | 2026-10-16 |
Coverage on earnings calls
- ZVIAZevia PBC
- AIZASSURANT, INC.
- ALGTAllegiant Travel CO
- CAVACAVA GROUP, INC.
- CORCencora, Inc.
- CWKCushman & Wakefield Ltd.
- FLUTFlutter Entertainment plc
- GXOGXO Logistics, Inc.
- KMTKENNAMETAL INC
- KVYOKlaviyo, Inc.
- MDLNMedline Inc.
- MSGEMadison Square Garden Entertainment Corp.
- TKOTKO Group Holdings, Inc.
- ITGARTNER INC
- AMWLAmerican Well Corp
- LINDLINDBLAD EXPEDITIONS HOLDINGS, INC.
- DOCHEALTHPEAK PROPERTIES, INC.
- AAPLApple Inc.
- VVXV2X, Inc.
- BNLBroadstone Net Lease, Inc.
- TWLOTWILIO INC
- EXEEXPAND ENERGY Corp
- NOWServiceNow, Inc.
- ALGNALIGN TECHNOLOGY INC
- TFCTRUIST FINANCIAL CORP
Recent rating changes
Upgrades, downgrades, initiations and target changes by Morgan Stanley named in news headlines Lician stores, each linked to its source. We do not use licensed rating databases, so this list is partial.
13F holdings: the firm's own book
13F filing of Morgan Stanley's parent, Morgan Stanley, for the quarter ended Jun 30, 2026, filed Aug 13, 2026 (SEC filing). A 13F lists US-listed securities over which the filer and its affiliates report investment discretion: its asset-management funds and accounts and its own trading. It is not a list of what Morgan Stanley's brokerage clients hold; client positions are private.
Reported value
$1.89T
equity positions
Positions
8,221
New positions
490
vs Mar 31, 2026
Sold out
381
Largest positions
| Rank | Holding | ||
|---|---|---|---|
| 1 |  NVDA | $71.32B | 3.8% |
| 2 |  AAPL | $70.20B | 3.7% |
| 3 |  MSFT | $47.63B | 2.5% |
| 4 |  GOOGL | $43.07B | 2.3% |
| 5 |  AMZN | $42.75B | 2.3% |
| 6 |  AVGO | $29.86B | 1.6% |
| 7 |  GOOG | $25.59B | 1.4% |
| 8 |  SPY | $24.11B | 1.3% |
| 9 |  META | $22.21B | 1.2% |
| 10 |  JPM | $21.96B | 1.2% |
| 11 |  MCO | $21.32B | 1.1% |
| 12 |  LLY | $19.46B | 1.0% |
| 13 |  IVV | $18.48B | 1.0% |
| 14 |  VOO | $17.09B | 0.9% |
| 15 |  TSLA | $16.35B | 0.9% |
| 16 |  V | $15.77B | 0.8% |
| 17 |  QQQ | $15.58B | 0.8% |
| 18 |  IWF | $14.76B | 0.8% |
| 19 |  AMD | $14.11B | 0.7% |
| 20 |  BRK.B | $13.34B | 0.7% |
| 21 |  JNJ | $11.38B | 0.6% |
| 22 |  IEMG | $10.63B | 0.6% |
| 23 |  IEFA | $10.30B | 0.5% |
| 24 |  PANW | $10.04B | 0.5% |
| 25 |  WMT | $10.00B | 0.5% |
Biggest additions
Values as filed; value changes priced at this quarter's reported value per share. Options (puts/calls) are excluded from positions.