MORGAN STANLEY
Institutional investor · Portfolio as of Q3 2025
Top Holdings8,157 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 120.2M | $62.3B | 3.8% | $442.26 | +16.14% | 6 qtrssince 2024-Q2 | Increased 59 |
NVIDIA CORP | 323M | $60.3B | 3.6% | $124.29 | +46.31% | 6 qtrssince 2024-Q2 | Decreased 0 |
APPLE INC | 229.1M | $58.3B | 3.5% | $209.95 | +20.84% | 6 qtrssince 2024-Q2 | Decreased 0 |
AMAZON.COM INC | 162.9M | $35.8B | 2.2% | $194.93 | +13.97% | 6 qtrssince 2024-Q2 | Increased 55 |
ALPHABET INC-CL A | 121.9M | $29.6B | 1.8% | $179.54 | +35.84% | 6 qtrssince 2024-Q2 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 40.7M | $27.1B | 1.6% | $551.90 | +19.90% | 6 qtrssince 2024-Q2 | Increased 55 |
META PLATFORMS INC-CLASS A | 36.7M | $27B | 1.6% | $507.85 | +46.26% | 6 qtrssince 2024-Q2 | Decreased 0 |
BROADCOM INC | 73M | $24.1B | 1.5% | $171.90 | +90.85% | 6 qtrssince 2024-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 65.4M | $20.6B | 1.2% | $195.35 | +60.10% | 6 qtrssince 2024-Q2 | Decreased 0 |
ALPHABET INC-CL C | 70.7M | $17.2B | 1.0% | $181.90 | +34.25% | 6 qtrssince 2024-Q2 | Decreased 0 |
VISA INC-CLASS A SHARES | 48.1M | $16.4B | 1.0% | $258.49 | +31.02% | 6 qtrssince 2024-Q2 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 24.3M | $16.3B | 1.0% | $544.51 | +22.02% | 6 qtrssince 2024-Q2 | Decreased 0 |
TESLA INC | 36.1M | $16.1B | 1.0% | $222.27 | +99.40% | 6 qtrssince 2024-Q2 | Decreased 0 |
VANGUARD S&P 500 ETF | 25.4M | $15.6B | 0.9% | $504.90 | +20.50% | 6 qtrssince 2024-Q2 | Increased 49 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 24.6M | $14.7B | 0.9% | $496.62 | +20.41% | 6 qtrssince 2024-Q2 | Increased 54 |
BERKSHIRE HATHAWAY INC-CL B | 26.6M | $13.4B | 0.8% | $412.07 | +21.16% | 6 qtrssince 2024-Q2 | Decreased 0 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 27M | $12.7B | 0.8% | $91.75 | +27.27% | 6 qtrssince 2024-Q2 | Decreased 0 |
ELI LILLY & CO | 15.2M | $11.6B | 0.7% | $885.45 | -14.37% | 6 qtrssince 2024-Q2 | Increased 46 |
NETFLIX INC | 8.5M | $10.2B | 0.6% | $68.94 | +74.99% | 6 qtrssince 2024-Q2 | Increased 46 |
ABBVIE INC | 41.7M | $9.6B | 0.6% | $161.94 | +38.68% | 6 qtrssince 2024-Q2 | Decreased 0 |
MORGAN STANLEY manages $1.7T across 8157 positions as of Q3 2025. Top holdings: MSFT (3.8%), NVDA (3.6%), AAPL (3.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 431 new positions, 363 exits, 3520 increased. Top move: MSFT (INCREASED, conviction 59). Portfolio: $1.7T across 8157 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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