MORGAN STANLEY
Institutional investor · Portfolio as of Q1 2026
Top Holdings8,287 positions
Apple Inc | 244.5M | $62B | 3.7% | $212.78 | +19.06% | 8 qtrssince 2024-Q2 | Increased 62 |
NVIDIA Corp | 343M | $59.8B | 3.6% | $126.77 | +37.26% | 8 qtrssince 2024-Q2 | Increased 62 |
Microsoft Corp | 124.9M | $46.2B | 2.8% | $437.73 | -15.78% | 8 qtrssince 2024-Q2 | Increased 56 |
Amazon.com Inc | 173.9M | $36.2B | 2.2% | $195.91 | +6.54% | 8 qtrssince 2024-Q2 | Increased 59 |
Alphabet Inc | 121M | $34.8B | 2.1% | $179.15 | +60.31% | 8 qtrssince 2024-Q2 | Decreased 0 |
SPDR S&P 500 ETF Trust | 40.5M | $26.3B | 1.6% | $575.45 | +12.44% | 8 qtrssince 2024-Q2 | Increased 66 |
Broadcom Inc | 75.9M | $23.5B | 1.4% | $167.08 | +84.62% | 8 qtrssince 2024-Q2 | Increased 52 |
Facebook Inc | 38.1M | $21.8B | 1.3% | $510.91 | +11.79% | 8 qtrssince 2024-Q2 | Increased 51 |
Alphabet Inc | 71.7M | $20.6B | 1.2% | $183.62 | +56.03% | 8 qtrssince 2024-Q2 | Decreased 0 |
JPMorgan Chase & Co | 68.5M | $20.2B | 1.2% | $198.29 | +46.93% | 8 qtrssince 2024-Q2 | Increased 52 |
iShares Core S&P 500 ETF | 23.4M | $15.3B | 0.9% | $540.11 | +20.27% | 8 qtrssince 2024-Q2 | Decreased 0 |
Tesla Inc | 39.2M | $14.6B | 0.9% | $233.84 | +58.98% | 8 qtrssince 2024-Q2 | Increased 49 |
VANGUARD S&P500 INDEX ETF | 24.4M | $14.6B | 0.9% | $501.00 | +18.62% | 8 qtrssince 2024-Q2 | Decreased 0 |
Eli Lilly & Co | 15.4M | $14.2B | 0.9% | $890.25 | +2.99% | 8 qtrssince 2024-Q2 | Decreased 0 |
Visa Inc | 46M | $13.9B | 0.8% | $258.49 | +16.47% | 8 qtrssince 2024-Q2 | Decreased 0 |
Berkshire Hathaway Inc | 26.9M | $12.9B | 0.8% | $413.72 | +15.83% | 8 qtrssince 2024-Q2 | Increased 46 |
iShares Russell 1000 Growth ETF | 29.8M | $12.7B | 0.8% | $93.25 | +14.12% | 8 qtrssince 2024-Q2 | Increased 49 |
Invesco QQQ Trust Series 1 | 21.5M | $12.4B | 0.7% | $523.40 | +14.94% | 8 qtrssince 2024-Q2 | Increased 58 |
Exxon Mobil Corp | 71.7M | $12.2B | 0.7% | $108.80 | +39.55% | 8 qtrssince 2024-Q2 | Decreased 0 |
Johnson & Johnson | 44.7M | $10.9B | 0.7% | $140.75 | +71.83% | 8 qtrssince 2024-Q2 | Decreased 0 |
MORGAN STANLEY manages $1.7T across 8287 positions as of Q1 2026. Top holdings: AAPL (3.7%), NVDA (3.6%), MSFT (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 527 new positions, 436 exits, 3463 increased. Top move: SPY (INCREASED, conviction 66). Portfolio: $1.7T across 8287 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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