MORGAN STANLEY
Institutional investor · Portfolio as of Q1 2025
Top Holdings8,086 positions
Apple Inc. | 241.2M | $53.6B | 3.8% | $209.95 | +5.16% | 4 qtrssince 2024-Q2 | Increased 59 |
Microsoft Corp. | 123.8M | $46.5B | 3.3% | $438.78 | -15.44% | 4 qtrssince 2024-Q2 | Decreased 0 |
NVIDIA Corp. | 344.2M | $37.3B | 2.7% | $123.81 | -12.68% | 4 qtrssince 2024-Q2 | Decreased 0 |
Amazon.com, Inc. | 166.5M | $31.7B | 2.3% | $194.53 | -0.93% | 4 qtrssince 2024-Q2 | Decreased 0 |
Meta Platforms Inc | 37.9M | $21.8B | 1.6% | $506.74 | +13.19% | 4 qtrssince 2024-Q2 | Increased 53 |
Alphabet Inc. | 127.3M | $19.7B | 1.4% | $179.35 | -14.18% | 4 qtrssince 2024-Q2 | Increased 51 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 34.3M | $19.2B | 1.4% | $531.41 | +3.55% | 4 qtrssince 2024-Q2 | Increased 52 |
Visa Inc | 50.5M | $17.7B | 1.3% | $258.49 | +34.05% | 4 qtrssince 2024-Q2 | Decreased 0 |
JPMorgan Chase & Co. | 69.4M | $17B | 1.2% | $193.50 | +23.04% | 4 qtrssince 2024-Q2 | Increased 50 |
iShares Trust CORE S&P500 ETF | 26.4M | $14.8B | 1.1% | $540.11 | +2.19% | 4 qtrssince 2024-Q2 | Decreased 0 |
Berkshire Hathaway Inc. | 27.8M | $14.8B | 1.1% | $412.29 | +29.18% | 4 qtrssince 2024-Q2 | Decreased 0 |
Broadcom Inc | 76.4M | $12.8B | 0.9% | $161.32 | +2.60% | 4 qtrssince 2024-Q2 | Increased 46 |
Vanguard Index Funds S&P 500 ETF SHS | 23.9M | $12.3B | 0.9% | $491.46 | +2.77% | 4 qtrssince 2024-Q2 | Increased 47 |
Eli Lilly & Co. | 14.9M | $12.3B | 0.9% | $888.16 | -7.98% | 4 qtrssince 2024-Q2 | Increased 47 |
Alphabet Inc. | 75.7M | $11.8B | 0.8% | $181.55 | -14.35% | 4 qtrssince 2024-Q2 | Increased 45 |
Tesla Inc | 45.4M | $11.8B | 0.8% | $220.76 | +17.40% | 4 qtrssince 2024-Q2 | Increased 45 |
UnitedHealth Group Inc. | 21.4M | $11.2B | 0.8% | $483.83 | +4.04% | 4 qtrssince 2024-Q2 | Decreased 0 |
Invesco QQQ Trust, Series 1 UNIT SER 1 | 22M | $10.3B | 0.7% | $475.73 | -1.78% | 4 qtrssince 2024-Q2 | Increased 52 |
VANGUARD TOTAL BOND MARKET ETF | 127.3M | $9.3B | 0.7% | $66.97 | +3.72% | 4 qtrssince 2024-Q2 | Increased 48 |
Costco Wholesale Corporation | 9.5M | $9B | 0.6% | $840.48 | +11.58% | 4 qtrssince 2024-Q2 | Decreased 0 |
MORGAN STANLEY manages $1.4T across 8086 positions as of Q1 2025. Top holdings: AAPL (3.8%), MSFT (3.3%), NVDA (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 504 new positions, 383 exits, 3476 increased. Top move: AAPL (INCREASED, conviction 59). Portfolio: $1.4T across 8086 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR