MORGAN STANLEY Portfolio Holdings
Q2 2025•7,745 long positions•$1.53T portfolio value
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Holding8,070 | Sector | Position↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|
1  Microsoft MSFT | Software - Infrastructure Technology | $59.2B 3.87% | 1.6% 119.1M shares | 123.8M → 119.1M −$2.4B | -3.83% | $3.64T Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
2  Nvidia NVDA | Semiconductors Technology | $51.5B 3.36% | 1.34% 325.7M shares | 344.2M → 325.7M −$2.9B | -5.37% | $3.61T Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
3  Apple AAPL | Consumer Electronics Technology | $47.8B 3.12% | 1.56% 233.2M shares | 241.2M → 233.2M −$1.6B | -3.33% | $2.99T Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
4  Amazon AMZN | Specialty Retail Consumer Cyclical | $35.2B 2.3% | 1.51% 160.5M shares | 166.5M → 160.5M −$1.3B | -3.61% | $2.26T Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
5  Meta Platforms, Inc. META | Internet Content & Information Communication Services | $27.5B 1.79% | 1.48% 37.2M shares | 37.9M → 37.2M −$496.2M | -1.77% | $1.79T Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
6  Alphabet Inc. GOOGL | Internet Content & Information Communication Services | $23.7B 1.55% | 1.11% 134.5M shares | 127.3M → 134.5M +$1.3B | +5.66% | $2.04T Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
7  SPDR S&P 500 ETF Trust SPY | ETF ETF | $22.8B 1.49% | — 37.0M shares | 34.3M → 37.0M +$1.6B | +7.76% | — — | ≤ Q2 2013 Held for 12y 4m+ |
8  Broadcom Inc. AVGO | Semiconductors Technology | $20.3B 1.33% | 1.57% 73.7M shares | 76.4M → 73.7M −$744.0M | -3.53% | $1.24T Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
9  JPMorgan Chase JPM | Banks - Diversified Financial Services | $19.4B 1.27% | 2.41% 67.0M shares | 69.4M → 67.0M −$686.9M | -3.42% | $781.64B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
10  Visa V | Financial - Credit Services Financial Services | $17.8B 1.16% | 2.56% 50.1M shares | 50.5M → 50.1M −$162.8M | -0.91% | $686.91B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
11  iShares Core S&P 500 ETF IVV | ETF ETF | $15.4B 1.0% | — 24.8M shares | 26.4M → 24.8M −$1.0B | -6.13% | — — | ≤ Q2 2013 Held for 12y 4m+ |
12  Tesla, Inc. TSLA | Auto - Manufacturers Consumer Cyclical | $13.7B 0.897% | 1.34% 43.2M shares | 45.4M → 43.2M −$680.4M | -4.72% | $1.10T Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
13  Vanguard S&P 500 ETF VOO | ETF ETF | $13.2B 0.865% | — 23.3M shares | 23.9M → 23.3M −$353.7M | -2.6% | — — | ≤ Q2 2013 Held for 12y 4m+ |
14  Berkshire Hathaway BRK.B | Insurance - Diversified Financial Services | $13.2B 0.863% | 1.26% 27.2M shares | 27.8M → 27.2M −$291.7M | -2.16% | $1.06T Mega Cap | Q4 2019 Held for 5y 9m |
15 Alphabet Inc. GOOG | Internet Content & Information Communication Services | $13.1B 0.853% | 0.606% 73.6M shares | 75.7M → 73.6M −$381.4M | -2.84% | $2.04T Mega Cap | Q2 2014 Held for 11y 4m |
16  iShares Russell 1000 Growth IWF | ETF ETF | $11.6B 0.759% | — 27.4M shares | 24.9M → 27.4M +$1.1B | +9.95% | — — | ≤ Q2 2013 Held for 12y 4m+ |
17  Eli Lilly LLY | Drug Manufacturers - General Healthcare | $11.6B 0.757% | 1.66% 14.9M shares | 14.9M → 14.9M −$4.6M | -0.04% | $698.51B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
18  Invesco QQQ Trust QQQ | ETF ETF | $11.2B 0.734% | — 20.4M shares | 22.0M → 20.4M −$910.1M | -7.5% | — — | ≤ Q2 2013 Held for 12y 4m+ |
19  Netflix NFLX | Entertainment Communication Services | $11.2B 0.731% | 1.96% 8.4M shares | 8.6M → 8.4M −$275.5M | -2.4% | $544.35B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
20  Costco Wholesale COST | Discount Stores Consumer Defensive | $9.5B 0.619% | 2.16% 9.6M shares | 9.5M → 9.6M +$56.9M | +0.6% | $444.33B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
21  Mastercard MA | Financial - Credit Services Financial Services | $9.1B 0.595% | 1.78% 16.2M shares | 16.1M → 16.2M +$46.2M | +0.51% | $506.28B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
22  Walmart WMT | Discount Stores Consumer Defensive | $8.4B 0.546% | 1.07% 85.5M shares | 83.2M → 85.5M +$225.3M | +2.77% | $782.08B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
23  Procter & Gamble PG | Household & Personal Products Consumer Defensive | $8.3B 0.541% | 2.22% 52.0M shares | 51.2M → 52.0M +$124.7M | +1.53% | $375.97B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
24  Home Depot HD | Home Improvement Consumer Cyclical | $8.3B 0.541% | 2.27% 22.6M shares | 21.9M → 22.6M +$238.4M | +2.97% | $358.59B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
25  iShares Core MSCI EAFE ETF IEFA | ETF ETF | $8.2B 0.538% | — 98.6M shares | 96.6M → 98.6M +$171.4M | +2.13% | — — | ≤ Q2 2013 Held for 12y 4m+ |
26  Exxon Mobil XOM | Oil & Gas Integrated Energy | $8.0B 0.522% | 1.72% 74.1M shares | 74.3M → 74.1M −$21.8M | -0.27% | $466.91B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
27  Vanguard Total Bond Market BND | ETF ETF | $7.8B 0.512% | — 106.5M shares | 127.3M → 106.5M −$1.5B | -16.33% | — — | ≤ Q2 2013 Held for 12y 4m+ |
28  AbbVie ABBV | Drug Manufacturers - General Healthcare | $7.7B 0.506% | 2.36% 41.7M shares | 41.1M → 41.7M +$102.1M | +1.34% | $327.76B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
29  Johnson & Johnson JNJ | Drug Manufacturers - General Healthcare | $7.2B 0.469% | 1.95% 47.0M shares | 46.0M → 47.0M +$145.8M | +2.07% | $366.18B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
30  Uber Technologies UBER | Software - Application Technology | $7.0B 0.456% | 3.58% 74.8M shares | 82.3M → 74.8M −$701.3M | -9.13% | $191.66B Large Cap | Q2 2019 Held for 6y 4m |
31  iShares Russell 1000 Value IWD | ETF ETF | $6.9B 0.453% | — 35.7M shares | 38.3M → 35.7M −$502.9M | -6.77% | — — | ≤ Q2 2013 Held for 12y 4m+ |
32  Oracle ORCL | Software - Infrastructure Technology | $6.7B 0.439% | 1.09% 30.7M shares | 29.0M → 30.7M +$386.9M | +6.11% | $604.66B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
33  Coca-Cola KO | Beverages - Non-Alcoholic Consumer Defensive | $6.4B 0.418% | 2.1% 90.6M shares | 86.0M → 90.6M +$319.7M | +5.25% | $302.20B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
34  Vanguard Growth VUG | ETF ETF | $6.4B 0.417% | — 14.6M shares | 14.0M → 14.6M +$235.9M | +3.84% | — — | ≤ Q2 2013 Held for 12y 4m+ |
35  Palo Alto Networks, Inc. PANW | Software - Infrastructure Technology | $6.3B 0.409% | 4.59% 30.6M shares | 28.7M → 30.6M +$383.7M | +6.53% | $134.49B Large Cap | ≤ Q2 2013 Held for 12y 4m+ |
36  Invesco S&P 500 Equal Weight ETF RSP | ETF ETF | $5.9B 0.388% | — 32.7M shares | 29.7M → 32.7M +$529.5M | +9.8% | — — | ≤ Q2 2013 Held for 12y 4m+ |
37  Goldman Sachs Group GS | Financial - Capital Markets Financial Services | $5.9B 0.385% | 2.72% 8.3M shares | 8.7M → 8.3M −$239.7M | -3.9% | $203.16B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
38  iShares Core MSCI Emerging Markets IEMG | ETF ETF | $5.8B 0.379% | — 96.7M shares | 93.0M → 96.7M +$218.3M | +3.91% | — — | ≤ Q2 2013 Held for 12y 4m+ |
39  Vanguard Value VTV | ETF ETF | $5.8B 0.377% | — 32.7M shares | 32.1M → 32.7M +$98.9M | +1.74% | — — | ≤ Q2 2013 Held for 12y 4m+ |
40  Salesforce CRM | Software - Application Technology | $5.6B 0.364% | 2.14% 20.5M shares | 20.3M → 20.5M +$53.4M | +0.97% | $259.24B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
41  ServiceNow NOW | Software - Application Technology | $5.4B 0.35% | 2.52% 5.2M shares | 5.3M → 5.2M −$62.6M | -1.15% | $206.39B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
42  Spotify Technology SPOT | Internet Content & Information Communication Services | $5.2B 0.342% | 3.33% 6.8M shares | 6.8M → 6.8M +$42.4M | +0.82% | $153.77B Large Cap | Q2 2018 Held for 7y 4m |
43  Thermo Fisher Scientific TMO | Medical - Diagnostics & Research Healthcare | $5.2B 0.341% | 3.41% 12.9M shares | 11.6M → 12.9M +$519.9M | +11.06% | $152.65B Large Cap | ≤ Q2 2013 Held for 12y 4m+ |
44  Mercado Libre MELI | Specialty Retail Consumer Cyclical | $5.2B 0.338% | 3.91% 2.0M shares | 2.1M → 2.0M −$202.8M | -3.77% | $128.21B Large Cap | ≤ Q2 2013 Held for 12y 4m+ |
45  Bank of America BAC | Banks - Diversified Financial Services | $4.9B 0.32% | 1.38% 103.7M shares | 107.2M → 103.7M −$169.0M | -3.33% | $351.44B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
46  Cisco Systems, Inc. CSCO | Communication Equipment Technology | $4.9B 0.319% | 1.78% 70.3M shares | 72.2M → 70.3M −$127.0M | -2.54% | $268.84B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
47  Walt Disney DIS | Entertainment Communication Services | $4.9B 0.317% | 2.18% 39.1M shares | 41.6M → 39.1M −$311.9M | -6.04% | $213.30B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
48  Chevron CVX | Oil & Gas Integrated Energy | $4.8B 0.314% | 1.94% 33.6M shares | 34.1M → 33.6M −$75.0M | -1.54% | $248.63B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
49  Abbott ABT | Medical - Devices Healthcare | $4.8B 0.313% | 2.02% 35.2M shares | 36.1M → 35.2M −$126.5M | -2.57% | $240.24B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
50  International Business Machines IBM | Information Technology Services Technology | $4.8B 0.31% | 1.73% 16.1M shares | 16.5M → 16.1M −$110.1M | -2.26% | $273.05B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |