MORGAN STANLEY
Institutional investor · Portfolio as of Q4 2025
Top Holdings8,196 positions
Apple Inc | 230.5M | $62.7B | 3.7% | $210.31 | +28.91% | 7 qtrssince 2024-Q2 | Increased 59 |
NVIDIA Corp | 323.7M | $60.4B | 3.6% | $123.96 | +50.10% | 7 qtrssince 2024-Q2 | Increased 58 |
Microsoft Corp | 121.2M | $58.6B | 3.5% | $439.82 | +9.27% | 7 qtrssince 2024-Q2 | Increased 59 |
Alphabet Inc | 121.8M | $38.1B | 2.3% | $179.15 | +74.37% | 7 qtrssince 2024-Q2 | Decreased 0 |
Amazon.com Inc | 161.6M | $37.3B | 2.2% | $194.93 | +19.29% | 7 qtrssince 2024-Q2 | Decreased 0 |
Broadcom Inc | 73M | $25.3B | 1.5% | $161.32 | +113.37% | 7 qtrssince 2024-Q2 | Decreased 0 |
Facebook Inc | 37.6M | $24.8B | 1.5% | $510.07 | +29.08% | 7 qtrssince 2024-Q2 | Increased 51 |
Alphabet Inc | 71.8M | $22.5B | 1.3% | $183.62 | +70.56% | 7 qtrssince 2024-Q2 | Increased 51 |
JPMorgan Chase & Co | 66.4M | $21.4B | 1.3% | $195.26 | +62.71% | 7 qtrssince 2024-Q2 | Increased 51 |
SPDR S&P 500 ETF Trust | 29.3M | $20B | 1.2% | $548.16 | +23.44% | 7 qtrssince 2024-Q2 | Decreased 0 |
Eli Lilly & Co | 15.6M | $16.8B | 1.0% | $890.25 | +20.14% | 7 qtrssince 2024-Q2 | Increased 52 |
iShares Core S&P 500 ETF | 24M | $16.5B | 1.0% | $540.11 | +25.77% | 7 qtrssince 2024-Q2 | Decreased 0 |
Visa Inc | 46.9M | $16.4B | 1.0% | $258.49 | +34.87% | 7 qtrssince 2024-Q2 | Decreased 0 |
Tesla Inc | 35.8M | $16.1B | 1.0% | $220.76 | +103.72% | 7 qtrssince 2024-Q2 | Decreased 0 |
VANGUARD S&P500 INDEX ETF | 24.6M | $15.4B | 0.9% | $501.00 | +24.10% | 7 qtrssince 2024-Q2 | Decreased 0 |
Berkshire Hathaway Inc | 26.3M | $13.2B | 0.8% | $412.29 | +21.92% | 7 qtrssince 2024-Q2 | Decreased 0 |
iShares Russell 1000 Growth ETF | 27.6M | $13.1B | 0.8% | $92.23 | +27.95% | 7 qtrssince 2024-Q2 | Increased 46 |
Invesco QQQ Trust Series 1 | 16M | $9.9B | 0.6% | $496.62 | +24.73% | 7 qtrssince 2024-Q2 | Decreased 0 |
Johnson & Johnson | 46.3M | $9.6B | 0.6% | $140.75 | +44.70% | 7 qtrssince 2024-Q2 | Decreased 0 |
Wal-Mart Stores Inc | 84.3M | $9.4B | 0.6% | $68.30 | +62.08% | 7 qtrssince 2024-Q2 | Decreased 0 |
MORGAN STANLEY manages $1.7T across 8196 positions as of Q4 2025. Top holdings: AAPL (3.7%), NVDA (3.6%), MSFT (3.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 515 new positions, 476 exits, 3978 increased. Top move: AAPL (INCREASED, conviction 59). Portfolio: $1.7T across 8196 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
Verify source filings on SEC EDGAR