MORGAN STANLEY
Institutional investor · Portfolio as of Q2 2025
Top Holdings8,088 positions
Microsoft Corp. | 119.1M | $59.2B | 3.9% | $438.78 | +12.25% | 5 qtrssince 2024-Q2 | Decreased 0 |
NVIDIA Corp. | 325.7M | $51.5B | 3.4% | $123.81 | +27.29% | 5 qtrssince 2024-Q2 | Decreased 0 |
Apple Inc. | 233.2M | $47.8B | 3.1% | $209.95 | -2.75% | 5 qtrssince 2024-Q2 | Decreased 0 |
Amazon.com, Inc. | 160.5M | $35.2B | 2.3% | $194.53 | +14.79% | 5 qtrssince 2024-Q2 | Decreased 0 |
Meta Platforms Inc | 37.2M | $27.5B | 1.8% | $506.74 | +45.06% | 5 qtrssince 2024-Q2 | Decreased 0 |
Alphabet Inc. | 134.5M | $23.7B | 1.5% | $179.15 | -1.97% | 5 qtrssince 2024-Q2 | Increased 53 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 37M | $22.8B | 1.5% | $537.04 | +13.50% | 5 qtrssince 2024-Q2 | Increased 54 |
Broadcom Inc | 73.7M | $20.3B | 1.3% | $161.32 | +69.32% | 5 qtrssince 2024-Q2 | Decreased 0 |
JPMorgan Chase & Co. | 67M | $19.4B | 1.3% | $193.50 | +46.31% | 5 qtrssince 2024-Q2 | Decreased 0 |
Visa Inc | 50.1M | $17.8B | 1.2% | $258.49 | +36.03% | 5 qtrssince 2024-Q2 | Decreased 0 |
iShares Trust CORE S&P500 ETF | 24.8M | $15.4B | 1.0% | $540.11 | +13.27% | 5 qtrssince 2024-Q2 | Decreased 0 |
Tesla Inc | 43.2M | $13.7B | 0.9% | $220.76 | +43.90% | 5 qtrssince 2024-Q2 | Decreased 0 |
Vanguard Index Funds S&P 500 ETF SHS | 23.3M | $13.2B | 0.9% | $491.46 | +13.94% | 5 qtrssince 2024-Q2 | Decreased 0 |
Berkshire Hathaway Inc. | 27.2M | $13.2B | 0.9% | $412.29 | +17.82% | 5 qtrssince 2024-Q2 | Decreased 0 |
Alphabet Inc. | 73.6M | $13.1B | 0.9% | $181.55 | -2.63% | 5 qtrssince 2024-Q2 | Decreased 0 |
iShares Trust RUS 1000 GRW ETF | 27.4M | $11.6B | 0.8% | $91.67 | +15.26% | 5 qtrssince 2024-Q2 | Increased 50 |
Eli Lilly & Co. | 14.9M | $11.6B | 0.8% | $888.16 | -12.97% | 5 qtrssince 2024-Q2 | Decreased 0 |
Invesco QQQ Trust, Series 1 UNIT SER 1 | 20.4M | $11.2B | 0.7% | $475.73 | +14.93% | 5 qtrssince 2024-Q2 | Decreased 0 |
Netflix, Inc. | 8.4M | $11.2B | 0.7% | $68.03 | +96.85% | 5 qtrssince 2024-Q2 | Decreased 0 |
Costco Wholesale Corporation | 9.6M | $9.5B | 0.6% | $841.33 | +16.82% | 5 qtrssince 2024-Q2 | Increased 45 |
MORGAN STANLEY manages $1.5T across 8088 positions as of Q2 2025. Top holdings: MSFT (3.9%), NVDA (3.4%), AAPL (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 430 new positions, 428 exits, 3954 increased. Top move: SPY (INCREASED, conviction 54). Portfolio: $1.5T across 8088 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