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CIK: 0000895421
Total reported value
$1.9T
$1.9T
7927 檔
10.5%
The Q3 2024 SEC filing reveals that Morgan Stanley held a total portfolio value of $1.9T, covering 7927 public equity positions.
In Q3 2024, Morgan Stanley displayed an active expansion posture, initiating 2 new positions and adding to 119 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 10.5% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 7927 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.91% | -0.03% | +0.18% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.87% | -0.27% | +1.05% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.90% | +0.17% | -2.15% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.16% | +0.08% | -3.61% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.53% | -0.14% | +4.60% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.48% | -0.31% | +1.86% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.48% | +0.18% | +5.93% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.06% | -0.05% | +1.48% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.04% | +0.06% | +14.35% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.00% | -0.01% | -0.88% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.94% | +0.17% | +6.08% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.90% | +0.11% | +1.34% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 0.89% | +0.16% | +891.55% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.07% | +6.28% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.85% | +0.09% | -0.26% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.84% | +0.02% | +10.67% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.76% | -0.02% | -0.56% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.71% | +0.02% | -0.20% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.63% | +0.07% | +2.18% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.63% | -0.02% | +6.76% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.06% | +1.65% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | -0.08% | +0.09% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.20% | +4.91% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.59% | -0.05% | +1.79% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.57% | -0.03% | +1.62% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | +0.02% | +3.96% | |
| 27 | BND | Vanguard Total Bond Market | ETF-Other | 0.55% | -0.06% | +12.10% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | -0.06% | +7.35% | |
| 29 | UBER | Uber Technologies Inc | Stock-Industrials | 0.50% | -0.05% | -5.80% | |
| 30 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.50% | -0.03% | -7.90% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.11% | -4.24% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.44% | -0.02% | -2.17% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.43% | -0.19% | +1.10% | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.41% | -0.03% | -1.02% | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.38% | +0.02% | +1.48% | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.38% | -0.17% | -1.15% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.38% | -0.14% | -1.62% | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.38% | -0.07% | +2.31% | |
| 39 | NOW | Servicenow Inc | Stock-Tech | 0.37% | -0.01% | -16.39% | |
| 40 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.37% | +0.22% | +6.96% | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.37% | +0.01% | -0.42% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.37% | -0.02% | +5.15% | |
| 43 | AMD | Advanced Micro Devices | Stock-Tech | 0.36% | +0.46% | +5.15% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.35% | -0.02% | +10.20% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.34% | -0.06% | +3.45% | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.34% | -0.08% | +2.31% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.34% | +0.03% | +9.06% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.34% | -0.08% | +14.22% | |
| 49 | ACN | Accenture plc | Stock-Tech | 0.34% | -0.06% | -15.48% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.32% | +0.03% | +0.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +0.2% | +4.60% | Add |
| 2 | AAPL | Apple Inc | +0.1% | +0.18% | Add |
| 3 | TSLA | Tesla Inc | +0.1% | -0.56% | Trim |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.1% | +14.35% | Add |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +6.28% | Add |
| 6 | HD | Home Depot Inc | +0.1% | +6.76% | Add |
| 7 | CME | Cme Group Inc | +0.1% | +76.10% | Add |
| 8 | BKNG | Booking Holdings Inc | +0.1% | +54.36% | Add |
| 9 | VOO | Vanguard S&p 500 ETF | +0.1% | +10.67% | Add |
| 10 | MCD | Mcdonald's CORP | +0.1% | +14.22% | Add |
| 11 | BX | Blackstone Inc | +0.1% | +10.73% | Add |
| 12 | UNH | Unitedhealth Group Inc | +0.1% | -0.26% | Trim |
| 13 | ABBV | Abbvie Inc | +0.1% | +3.96% | Add |
| 14 | BLKCHF | Blackrock Inc | +0.1% | +6.10% | Add |
| 15 | SPGI | S&p Global Inc | +0.1% | +18.49% | Add |
| 16 | JNJ | Johnson & Johnson | +0.1% | +7.35% | Add |
| 17 | BND | Vanguard Total Bond Market | +0.1% | +12.10% | Add |
| 18 | NEE | Nextera Energy Inc | +0.1% | +2.31% | Add |
| 19 | AZO | Autozone Inc | +0.1% | +108.34% | Add |
| 20 | IBM | Intl Business Machines CORP | +0.1% | +2.46% | Add |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +28.70% | Add |
| 22 | MA | Mastercard Inc - A | 0% | +1.79% | Add |
| 23 | RSP | Invesco S&p 500 Equal Weight | 0% | +10.20% | Add |
| 24 | ORCL | Oracle CORP | 0% | +3.99% | Add |
| 25 | LMT | Lockheed Martin CORP | 0% | +2.52% | Add |
| 26 | GD | General Dynamics CORP | 0% | +72.23% | Add |
| 27 | CEG | Constellation Energy | 0% | +17.58% | Add |
| 28 | MSTR | Strategy Inc | 0% | +1126.81% | Add |
| 29 | WMT | Walmart Inc | 0% | -4.24% | Trim |
| 30 | DASH | Doordash Inc - A | 0% | -6.48% | Trim |
| 31 | CAT | Caterpillar Inc | 0% | +4.48% | Add |
| 32 | PGR | Progressive CORP | 0% | +6.00% | Add |
| 33 | MELI | Mercadolibre Inc | 0% | -7.36% | Trim |
| 34 | AXP | American Express Co | 0% | -0.98% | Trim |
| 35 | RMD | Resmed Inc | 0% | +31.80% | Add |
| 36 | MTB | M & T Bank CORP | 0% | +49.30% | Add |
| 37 | HDB | Hdfc Bank Ltd-adr | 0% | +43.03% | Add |
| 38 | FWONK | Liberty Media Corp-formula-c | 0% | +282.57% | Add |
| 39 | IEFA | Ishares Core Msci Eafe ETF | 0% | +1.62% | Add |
| 40 | KO | Coca-cola Co/the | 0% | -1.02% | Trim |
| 41 | CSCO | Cisco Systems Inc | 0% | +5.36% | Add |
| 42 | LOW | Lowe's Cos Inc | 0% | -0.38% | Trim |
| 43 | GS | Goldman Sachs Group Inc | 0% | +5.18% | Add |
| 44 | SBUX | Starbucks CORP | 0% | -2.26% | Trim |
| 45 | TMUS | T-mobile US Inc | 0% | +0.94% | Add |
| 46 | TDG | Transdigm Group Inc | 0% | +16.40% | Add |
| 47 | NOC | Northrop Grumman CORP | 0% | -2.43% | Trim |
| 48 | AGG | Ishares Core U.s. Aggregate | 0% | +10.64% | Add |
| 49 | AUR | Aurora Innovation Inc | 0% | +23.87% | Add |
| 50 | ADP | Automatic Data Processing | 0% | -1.83% | Trim |
According to official SEC Form 13F filings, Morgan Stanley reported a total U.S. public equity portfolio value of $1.9T across 7927 disclosed positions in Q3 2024.
During Q3 2024, Morgan Stanley's top holdings by market value included AAPL (3.9%)、MSFT (3.9%)、NVDA (2.9%). The largest single position, AAPL, represented 3.9% 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
TEL
市值: $499.6M
Top Position Liquidated / Trimmed
TEL
前期市值: $576.5M
In Q3 2024, Morgan Stanley made 200 total portfolio adjustments, initiating 2 new buys, adding to 119 positions, trimming 76 holdings, and fully liquidating 3 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.
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