13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000895421
Total reported value
$1.9T
$1.9T
7845 檔
10.5%
As reported in its official Q2 2024 Form 13F filing, Morgan Stanley's tracked investment portfolio stood at $1.9T with 7845 total positions.
In Q2 2024, Morgan Stanley displayed an active expansion posture, initiating 1 new positions and adding to 40 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 10.5% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 7845 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.25% | -0.27% | +0.47% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.77% | -0.03% | +4.09% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.22% | +0.17% | +894.69% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.47% | +0.08% | +2.65% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.64% | +0.18% | +2.50% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.47% | -0.31% | +6.06% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.37% | -0.14% | +1.67% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.07% | -0.05% | +2.22% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.04% | +0.11% | +0.83% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.03% | -0.01% | -3.97% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.96% | +0.17% | +4.99% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | +0.06% | +13.49% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 0.89% | +0.16% | +13.04% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.79% | +0.09% | -0.68% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | -0.07% | +2.74% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.02% | +1.98% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.73% | +0.02% | +7.66% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.65% | +0.07% | -27.46% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.08% | +1.44% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.62% | -0.02% | +0.23% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.06% | -0.29% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.20% | +15.10% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.55% | -0.03% | +10.85% | |
| 24 | UBER | Uber Technologies Inc | Stock-Industrials | 0.55% | -0.05% | -8.07% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.55% | -0.05% | +0.76% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | -0.02% | +1.93% | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.52% | -0.03% | +2.93% | |
| 28 | BND | Vanguard Total Bond Market | ETF-Other | 0.50% | -0.06% | -2.10% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | +0.02% | +5.89% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | -0.06% | -1.13% | |
| 31 | ADBE | Adobe Inc | Stock-Tech | 0.44% | -0.02% | +3.83% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.44% | -0.02% | +16.91% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.14% | +1.02% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.43% | -0.19% | +21.56% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.11% | +2.77% | |
| 36 | NOW | Servicenow Inc | Stock-Tech | 0.42% | -0.01% | +4.91% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.40% | -0.02% | +1.71% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.39% | -0.03% | -1.01% | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.39% | +0.02% | +2.69% | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.39% | -0.17% | -2.69% | |
| 41 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.37% | +0.22% | +1.14% | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.37% | -0.06% | -5.12% | |
| 43 | AMD | Advanced Micro Devices | Stock-Tech | 0.36% | +0.46% | +2.83% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.36% | +0.01% | +0.93% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.35% | -0.02% | -4.74% | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.35% | -0.08% | +2.79% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.34% | -0.06% | +3.98% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.34% | +0.03% | +0.06% | |
| 49 | NEE | Nextera Energy Inc | Stock-Utilities | 0.33% | -0.07% | +5.65% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.32% | +0.03% | +14.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.7% | +894.69% | Add |
| 2 | MSFT | Microsoft CORP | +1.8% | +0.47% | Add |
| 3 | AAPL | Apple Inc | +1.5% | +4.09% | Add |
| 4 | LLY | Eli Lilly & Co | +0.8% | +4.99% | Add |
| 5 | AVGO | Broadcom Inc | +0.7% | +13.04% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.6% | +2.50% | Add |
| 7 | VOO | Vanguard S&p 500 ETF | +0.5% | +1.98% | Add |
| 8 | XOM | Exxon Mobil CORP | +0.4% | +15.10% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.4% | +1.67% | Add |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.4% | +13.49% | Add |
| 11 | UNH | Unitedhealth Group Inc | +0.3% | -0.68% | Add |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +2.74% | Add |
| 13 | TSLA | Tesla Inc | +0.3% | +0.23% | Add |
| 14 | COST | Costco Wholesale CORP | +0.3% | +1.44% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.3% | +2.22% | Add |
| 16 | AMD | Advanced Micro Devices | +0.3% | +2.83% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.2% | +0.83% | Add |
| 18 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | -6.85% | Add |
| 19 | PANW | Palo Alto Networks Inc | +0.2% | +1.14% | Add |
| 20 | ABBV | Abbvie Inc | +0.2% | +5.89% | Add |
| 21 | WMT | Walmart Inc | +0.2% | +2.77% | Add |
| 22 | ETN | Eaton Corporation plc | +0.2% | +3.74% | Add |
| 23 | NFLX | Netflix Inc | +0.2% | +21.56% | Add |
| 24 | AMZN | Amazon.com Inc | +0.1% | +2.65% | Add |
| 25 | MRK | Merck & Co. Inc. | +0.1% | +1.71% | Add |
| 26 | CVX | Chevron CORP | +0.1% | +1.02% | Add |
| 27 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +0.04% | Add |
| 28 | PEP | Pepsico Inc | +0.1% | +3.98% | Add |
| 29 | HD | Home Depot Inc | +0.1% | +1.93% | Add |
| 30 | KO | Coca-cola Co/the | +0.1% | -1.01% | Add |
| 31 | IWF | Ishares Russell 1000 Growth | 0% | +7.66% | Add |
| 32 | BND | Vanguard Total Bond Market | 0% | -2.10% | Add |
| 33 | PG | Procter & Gamble Co/the | 0% | -0.29% | Add |
| 34 | QQQ | Invesco Qqq Trust Series 1 | 0% | -27.46% | Add |
| 35 | TMO | Thermo Fisher Scientific Inc | 0% | +2.93% | Add |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +6.06% | Add |
| 37 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | +10.85% | Add |
| 38 | V | Visa Inc-class A Shares | -0.3% | -3.97% | Add |
| 39 | OKTA | Okta Inc | -0.3% | -11.68% | Trim |
| 40 | PYPL | Paypal Holdings Inc | -0.4% | +0.63% | Add |
| 41 | BABA | Alibaba Group Holding-sp Adr | -0.5% | +20.44% | Trim |
| 42 | SNAP | Snap Inc - A | -0.5% | +8.22% | Trim |
| 43 | SPOT | Spotify Technology S.A. | -0.5% | +9.33% | Trim |
| 44 | VEEV | Veeva Systems Inc-class A | -0.5% | -31.04% | Trim |
| 45 | TWLO | Twilio Inc - A | -0.6% | -6.92% | Trim |
| 46 | ZM | Zoom Communications Inc | -0.6% | -18.62% | Trim |
| 47 | XYZ | Block Inc | -0.8% | +4.24% | Trim |
| 48 | SHOP | Shopify Inc - Class A | -0.9% | -4.99% | Add |
| 49 | TWTRUSD | Twitter Inc | — | EXIT | Sold out |
| 50 | LIN | Linde plc | — | NEW | New buy |
According to official SEC Form 13F filings, Morgan Stanley reported a total U.S. public equity portfolio value of $1.9T across 7845 disclosed positions in Q2 2024.
During Q2 2024, Morgan Stanley's top holdings by market value included MSFT (4.3%)、AAPL (3.8%)、NVDA (3.2%). The largest single position, MSFT, represented 4.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
LIN
市值: $3.3B
Top Position Liquidated / Trimmed
TWTRUSD
前期市值: $5.1B
In Q2 2024, Morgan Stanley made 50 total portfolio adjustments, initiating 1 new buys, adding to 40 positions, trimming 8 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.